Reverse Mortgage Leads | LeadsDataServices

How It Works

Our proprietary lead model pinpoints senior homeowners who are excellent candidates for HECM. By utilizing our advanced analytic abilities along with our defined senior 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
Age: 62+ (Must be 62 or older)
Homeowner with property equity
Property value data
Mortgage balance and LTV ratio
Income and employment status
Requested a quote with an agent

Script Validation

Introduction

Hi, may I speak with (First Name)?

Reason for Call

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

Qualifying Question

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

Rebuttal (I'm not interested)

If you could eliminate your monthly payments or supplement your income all while retaining complete ownership of your home...Would you consider a reverse mortgage (contact name)? (Must be "YES", If "NO" → Reject)

Qualification Questions

Name, address, phone #?
Existing mortgage balance? (LTV auto-calculates and cannot exceed 50%)
How much are your monthly payments? Are you current?
What is your interest rate and term?
Who is your current lender?
Do you have a 2nd mortgage?
What is your current age? (Must be 62+)
Do you have a spouse? If so, age?
Employment status? (Retired, Working)
Annual income or retirement income?

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

FIRSTGail

LASTStratton

PHONE-1818-555-4444

PHONE-2818-333-2222

ADDRESS321 Main St.

CITYGlendale

STATECA

ZIP91205

EMAILGail.Stratton@example.com

PROPERTY VALUE$340,000

MORTGAGE BAL$60,000

LOAN-to-VALUE17.65%

LOAN TYPEReverse Mortgage (HECM)

INCOME$35,000

EMPLOYMENTRetired

AGE70

RATE5.125%

TERM30-Yr Fixed

PAYMENT$1,050

LENDERWells Fargo

CREDITGood (670-739)

PROPERTYSingle Family

🏡 Reverse Mortgage Leads

How It Works

Filter Criteria

Script Validation

Lead Example

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