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.

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Heritus Algorix

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Home Security live transfers

Heritus Algorix delivers pre-qualified live transfer leads to the home security industry in real-time. The expert verification team at our company filters qualified homeowners who express interest so your sales agents can connect with them immediately without needing to chase or make cold calls.

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

✅ What Are Home Security Live Transfers?

The home security live transfer system connects homeowners who want modern alarm systems and smart surveillance and monitoring services through inbound calls.

Each lead is:

Voice-verified and consented

The system applies your specific preferences to filter leads based on ZIP code and homeownership status and system type.

The system transfers qualified leads to your team members instantly after verification.

🎯 Why Choose Heritus for Home Security Transfers?

📞 100% Exclusive Calls
All calls we provide remain exclusive to your company because we never distribute leads to other businesses.
We only deliver qualified leads to our clients.
We ask key screening questions to ensure each homeowner is genuinely interested and eligible.

🌐 Geographic & Filter Targeting

Target by state, region, or even specific ZIP codes. Filter by homeowner status, existing provider, or budget range.
We maintain full compliance with TCPA and DNC regulations as well as telemarketing standards.

🔁 Lead Replacement Guarantee

We provide fast and hassle-free lead replacement services when calls drop or become disqualified.

Service Options

Initial Lead Capture We gather interest through targeted ads, landing pages, and inbound calls focused on home protection needs.

Pre-Qualification Leads are screened for homeownership status, property type, and interest in upgrading or installing a new system.

Location Verification We confirm the address and service availability to ensure compatibility with your installation zones.

Security Needs Assessment Our agents ask basic questions about current setup, security concerns, and desired features (e.g. cameras, sensors)

Budget Alignment We verify if the lead’s budget aligns with your packages, ensuring a realistic conversation for your team.

Live Call Transfer Qualified leads are instantly transferred to your sales team for real-time conversion — no delays, no bots.

Heritus Algorix

Home Security live transfers

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

Each lead is:

🎯 Why Choose Heritus for Home Security Transfers?

🌐 Geographic & Filter Targeting

🔁 Lead Replacement Guarantee

Service Options

🌐 Our Global Reach

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