🏠 Mortgage Refinance Leads

LeadsDataServices — Your One-Stop Data Solution Provider

How It Works

Our proprietary lead model pinpoints homeowners who are excellent candidates for mortgage refinancing. By utilizing our advanced analytic abilities along with our defined homeowner demographics. We strategically market to those who are relevant and most likely to respond. Creating an efficiency lead cycle you can rely on.

Filter Criteria

  • Nationwide coverage in your licensed states
  • Existing mortgage holder
  • Property value and equity position
  • Credit rating check
  • Income verification
  • Current interest rate above market
  • Requested a quote with a lender

Script Validation

Introduction

Hi, may I speak with (First Name)?

Reason for Call

Mr./Ms. ______, this is _______ from the mortgage refinance savings network. The reason for my call today is that you inquired about a free, no obligation mortgage refinance quote.

Qualifying Question

Do you have a moment right now for a free refinance assessment? (Must be "YES" to initial question)

Rebuttal (I'm not interested)

If you could significantly reduce your monthly mortgage payment or cash-out equity from your home...Would you consider a refinance offer (contact name)? (Must be "YES", If "NO" → Reject)

Qualification Questions
  1. Name, address, phone #?
  2. Existing mortgage balance?
  3. Current interest rate and term?
  4. Estimated property value?
  5. How much are your monthly payments?
  6. Who is your current lender?
  7. Income verification?
  8. Credit rating?

If you can please provide your home or cell phone number as well, in case they can't reach you on this one?

Congratulations! You pre-qualify for a no-risk assessment. Do you have 10 minutes right now to speak with an agent?

Lead Example

DATE1/3/2020 11:24:06
LEAD REF4039854
FIRSTJames
LASTWilliams
PHONE-1818-555-4444
PHONE-2818-333-2222
ADDRESS321 Main St.
CITYGlendale
STATECA
ZIP91205
EMAILJames.Williams@example.com
PROPERTY VALUE$520,000
MORTGAGE BAL$380,000
LOAN-to-VALUE73.08%
RATE6.25%
TERM30-Yr Fixed
PAYMENT$2,340
INCOME$95,000
CREDITGood (670-739)
LENDERChase Bank
PROPERTYSingle Family

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