How do you verify lead quality before transfer? (credit score, equity position, loan amount)

Our Reps are all trained as per the experience, they ensure they ask all these questions from the customer to verify we have the right prospect.

What specific refinance criteria do you screen for? (rate reduction threshold, cash-out needs)

The Criteria is based on the Minimum rate, Balance, they should not have late payments in 1 year, No Refinance in the last 1 year, No Bankruptcy or foreclosure in 3 years, and should be interested to pull some cash, credit, and monthly payments.

What percentage of transferred leads are serious borrowers vs. rate shoppers?

It all depends on the proposal given, but we try to have the highest percentage of serious buyers.

How recent are leads when transferred? (minutes/hours old)

They are minutes and seconds old.

What channels generate these refinance leads? (paid search, social media, organic)

These are all opt-in leads from all social sources.

What percentage of leads come from rate-and-term vs. cash-out refinance interest?

Depends on the market. Right now we focus on the cash-out refinance.

How do you differentiate between purchase and refinance intent?

We only do refinance intent and not purchase.

Can you provide case studies from lenders with similar business models?

You can visit our website for various references.

What's your pricing model? (per transfer, per qualified call, per closed loan)

It all depends on the module—FHA, VA, or Conventional—and also on the filters from the buyers.

Do you offer performance-based pricing or money-back guarantees?

All leads are based on the per call price, and any lead that does not match the pre-decided filters is not counted as billable.

Are there volume-based discount tiers?

No, for us the price remains the same, as we do not hamper quality whether you buy 1 or 100 leads.

How do you handle disconnected numbers or wrong parties?

These are all live transfers, hence no disconnected numbers.

What's your refund policy for non-qualifying leads?

Any lead not matching the filters is not qualified.

How do you ensure TCPA/FCRA compliance for live transfers?

All leads we dial are opt-in, ensuring we have the consent needed to call them and take details.

What disclosures do consumers receive before being transferred?

We inform consumers that this is not a sales call and that we are offering a quote to help them get the best deal.

How do you handle Do Not Call list compliance?

We are registered with the National DNC and have our own SAN Number. Anyone who requests to be added is passed to our internal DNC team.

What's your service level agreement for lead transfers?

We have an IO and Master Agreement that we send to buyers.

How do you handle after-hours leads?

Before we set up the campaign, we ensure leads are transferred according to the buyer's hours. No lead is sent after hours; if any are, they are not billable.

What reporting do you provide in real-time?

Customer details are passed via API so that once the call gets transferred, loan officers have all the details.

Heritus Algorix

Perfect Sales Solution

We solve your sales issue through expert analysis and teamwork.

Heritus’s objective is to reach the firm to such a level from where we can create good opportunities for new firms.

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210 + Clients

Reliable. Scalable

10 Years

EXPERIENCE WE HAVE

92 % Qualified

filtered Leads

Explore our Services

Diverse services and verticals for your business.

Pre-Underwriting AI

Pre-underwriting screens financial data, credit, and documents to ensure only qualified leads move to final approval stages.

Mortgage Live Transfers

We generate and qualify mortgage leads through live calls, ensuring real-time interest and eligibility before transferring to your…

Home Security live transfers

Our home security live transfers put you in direct contact with verified homeowners actively seeking protection upgrades. Real-time,…

Mass Tort Retainers

We connect you with individuals already screened for mass tort eligibility and ready to retain legal counsel. Every…

Debt Settlement Transfers

We deliver live-transfer leads from individuals actively seeking debt relief. Each contact is verified, TCPA-compliant, and pre-qualified based…

Inbound Transfers

Tap into a steady flow of inbound calls from consumers looking for immediate debt settlement solutions. These prospects…

Motor Vehicle Accident Case

Connect directly with individuals involved in recent motor vehicle accidents who are actively seeking legal help. Our team…

Process of Lead transfer

The process of lead transfer stands as a vital step in lead generation, as it enables the smooth exchange of prospect data while preserving its value and adhering to privacy regulations such as GDPR and CAN-SPAM. Heritus prioritizes ethical practices to build trust and avoid legal penalties.

Core Process: The automated tools of Heritus enable real-time and batch lead transfers while maintaining encryption and consent-based data sharing. The system prevents data silos and accelerates conversion processes between social media inquiries and sales calls.

About Company Operations

Managing the challenge of finding the right prospect for your company.

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What is Lead Transfer in the Context of Heritus?

The process of lead transfer involves the movement of qualified leads—such as potential customers’ data including emails, preferences, or contact information—from initial capture points to actionable teams or systems.
The Heritus case study demonstrates their approach to lead transfer through compliance-first tactics, ensuring seamless and secure operations. Here’s a breakdown:

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Why It’s Important

Improper handling of lead transfers can result in missed sales opportunities and compliance violations.
Heritus improves conversion rates by applying quality-focused strategies, leading to a 40% increase in qualified leads, according to client testimonials.

WHY CHOOSE US

Various Reasons to choose us

We provide the best services, ensuring your business growth

Automated Systems

We implement advanced automation tools that streamline lead flow, minimize manual effort, and increase overall campaign efficiency.

Compliance Check

All campaigns are reviewed for TCPA, HIPAA, and regional compliance, ensuring secure, lawful, and reliable data handling.

Ethical Best Practice

Our strategies prioritize user consent, privacy, and integrity to ensure long-term trust and ethical lead generation.

Social Listening Integration

We monitor online conversations and behavior in real time to refine targeting and boost conversion success rates.

Team Training

Our marketing team receives ongoing training in tools, trends, and compliance for consistent, top-tier performance.

Stop wasting time and money on broken and inefficient tactics! Let’s get started

Work Process for Underwriting applications

We adhere to industry-leading processes to expedite underwriting while maintaining rigorous risk assessment.

Step 1

Initial Application Screening

Gather borrower info from documents and digital sources.

Step 2

Validating Documents

Use AI to check documents for authenticity and completeness; flag issues.

Step 3

Risk Evaluation and Audit

Analyze data to score risk and spot eligibility concerns.

Step 4

Decision and Reporting

Prepare a summary or risk report for underwriters or next steps.

FREQUENTLY ASKED QUESTIONS

Mortgage, Pre-Underwriting AI & Debt Settlement: FAQ

Everything you need to know about how lenders assess your mortgage application, debt, and property valuation before approval.

1. What types of lead generation services do you offer?

We specialize in lead generation for Mortgage, Debt Relief, and Mass Tort campaigns. Our services are tailored to attract qualified prospects actively seeking these solutions.

2. Are your leads exclusive, and how do you ensure their quality?

Yes, we offer both exclusive and shared leads, depending on your preferences and budget. All leads undergo a rigorous validation and quality assurance process, including duplicate checks, real-time verification, and regular audits to maintain the highest quality standards and reduce wasted outreach.

3. Can you customize lead qualification criteria based on my specific business needs?

Absolutely! We work closely with you to define and implement customized qualification criteria for your campaigns. We tailor our filtering and verification processes to ensure you receive leads that best match your business objectives.

4. What industries and case types do you cover for mass tort campaigns?

We generate leads for a wide range of mass tort cases, including but not limited to pharmaceutical litigation, defective medical devices, environmental claims, and consumer product liability. If you have a specific case type in mind, please contact us so we can tailor a campaign to your needs.

5. How soon can I expect to start receiving leads after launching a campaign?

Most campaigns go live and start generating leads within 2 business days after kickoff, depending on campaign complexity and lead volume targets. We provide ongoing support and reporting throughout the process to ensure your expectations are met.

Business Growth

30.67% Growth per year

Still have questions?

Contact our team—we’re here to help you grow your business efficiently and all compliant as per today’s market.

TESTIMONIAL

What Customers say about Us?

Don’t just take our word for it — here’s what some of our satisfied clients have to say about our financial solutions.

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Rating:

I have worked with multiple marketing companies for mortgage live transfers and Heritus has been top notch since we started working with them!

Chad seeling

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Rating:

They are small in size but they do understand what a reverse mortgage company needs and the kinds of leads we got our loan officers were pretty happy.