Mortgage Live Transfer Leads

Drive High-Intent Mortgage Leads Straight to Your Loan Officers
 

In today’s fast-paced mortgage landscape, quality conversations win deals. Our Mortgage Live Transfer service connects your loan officers with real-time, pre-qualified consumers actively looking to purchase or refinance a home. We handle the outreach, screening, and qualification — so your team can focus on funding more loans.

What Are Mortgage Live Transfers?
 

Mortgage Live Transfers are inbound or outbound-generated calls, transferred live to your loan officers after the consumer has been:
 

• Pre-screened for loan eligibility

• Qualified based on your criteria (credit, income, property type, etc.)

• Educated on basic loan options

• Verified for interest in moving forward

• Provided verbal consent to speak with a licensed mortgage professional
   

These are compliance-ready, permission-based calls — not aged leads or unqualified inquiries.
 

Our Qualification Process
 

Every call is screened using a customized script to confirm:
 

✅ Active interest in a mortgage or refinance
✅ Location in a supported U.S. state
✅ Credit score and income within your target range
✅ Loan purpose (purchase, refinance, reverse, etc.)
✅ Property and occupancy type
✅ Willingness to speak with a lender now
 

Once the prospect is qualified, they are transferred live to your loan officer or call center.
 

Why Choose Our Mortgage Transfers?
 

• High Intent – Borrowers are actively looking for financing

• Live & Exclusive – You’re the only lender receiving the call

• Compliance-Focused – All outreach adheres to TCPA and DNC guidelines

• U.S.-Based Call Teams – Skilled agents trained in mortgage screening

• Custom Campaign Filters – Credit score, loan type, LTV, property type & more

• Real-Time Reporting – All calls recorded, time-stamped, and trackable
   

Ideal For:
 

• Licensed Mortgage Brokers

• Direct Lenders & Correspondent Lenders

• Reverse Mortgage Specialists

• Call Centers & BPOs

• Tech-Enabled Lending Platforms
   

How It Works
 

1. You set your filters (state, loan amount, product type, credit, etc.)

2. We generate leads and qualify prospects using proven call scripts

3. Qualified borrowers are transferred live to your sales team
    

You handle the close — and we track outcomes for ongoing optimization

Results That Drive ROI
 

Our clients report:

• 5–12 minute average call times

• Higher ROI than web leads, aged data, or internal lists

• Better loan pull-through rates from real-time voice contact
   

Ready to Close More Loans?
 

Let’s build a mortgage live transfer campaign that delivers ready-to-talk borrowers to your team — every day, without the guesswork.