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.

Motor Vehicle Accident Case – Heritus Algorix

Mortgage Live Transfer

Home Security Leads

Pre-Underwriting AI

Mass Tort live transfers

Debt Settlement transfers

Inbound Transfer

Motor Vehicle Accident Case

Heritus Algorix

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(984) 409-8562

Motor Vehicle Accident Case

The legal assistance program connects with people who have experienced auto accidents.

Heritus Algorix provides personal injury attorneys and legal networks with real-time qualified MVA leads. Our MVA leads are verified and exclusive and have high intent which makes them suitable for your intake team to convert.

Over the last 25+ Years we made an impact, we have long way to go.

People who experienced car or motorcycle accidents or rideshare or commercial vehicle incidents and need legal assistance make up the Motor Vehicle Accident lead category.

We deliver:

📞 Inbound or live transfer calls

📝 Web form submissions

📂 Signed retainer-ready files (upon request)

1. How can financial consulting benefit my business?

We help you target the right audience, optimize your lead flow, and improve your conversion rate — leading to faster growth and better ROI.

2. What distinguishes your firm from others in the industry?

Heritus Algorix stands out with compliant, high-intent leads, real-time delivery, and deep industry targeting that drives real business results

3. Do you offer services tailored to specific industries?

Yes. We specialize in tailored lead generation for debt settlement, mortgage, mass tort, personal injury, and home services.

Service Options

100% Exclusive & Real-Time We don’t resell or share your leads.

Filter-Based Matching Your intake requirements determine which leads you receive because they include age and location and injury severity and insured status and more.

TCPA & HIPAA Compliant The lead data collection process at our company includes opt-in consent and data scrubbing and legal compliance.

High Conversion Rates Our leads are intent-based — driven by people actively searching for a lawyer.

Lead Replacement Guarantee The company provides free lead replacement services for any unqualified or dropped leads that occur.

Heritus Algorix

Motor Vehicle Accident Case

Over the last 25+ Years we made an impact, we have long way to go.

We deliver:

1. How can financial consulting benefit my business?

2. What distinguishes your firm from others in the industry?

3. Do you offer services tailored to specific industries?

Service Options

🌐 Our Global Reach

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