Warm Leads- Pre-qualified, already interested consumers. Appointment set for Loan originator to reach out and run numbers. You may choose loan type and minimum balance requirement, as well as your hours of operation. Included fields are as follows:

• • Name
  • Property address
  • Phone number
  • Current remaining loan balance
  • Existing rate
  • Rate type
  • Rough estimate of credit score
  • Current monthly payment
  • SCD rating if applicable
  • Loan type
  • Product desired
  • Date and time of scheduled appointment
  • Any notes about consumer that might be helpful

 Live transfers- Pre-qualified, interested live consumer on the phone, directly transferred to your line. You may choose loan type and min balance requirement, as well as your hours of operation. Included fields and services are as follows:

• • Warm hand off, we will physically introduce you to the consumer over the phone, give you a brief overview of what they have and the product desired, as well as simultaneously post the lead to your CRM and email a copy of the lead.
  • Consumer info (Name, property address, phone number)
  • Outstanding Principal balance
  • Current interest rate/amortization type
  • Total monthly mortgage payment
  • Current loan type (up to your discretion and filters)
  • Desired Payment history
  • Target credit rating
  • Product desired by consumer
  • SCD rating if applicable