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.

About Us – Heritus Algorix

ABOUT COMPANY OPERATIONS

Heritus Algorix: Your Strategic Partner in Lead Generation

We specialize in connecting businesses with high-intent, qualified leads across industries like mortgage, debt settlement, mass tort, and more. With a data-driven approach and a focus on performance, our team ensures you spend less time chasing prospects and more time closing deals. We’re not just a lead provider — we’re your growth partner.

Heritus Algorix

A leading marketing solutions provider, specializing in the delivery of high-quality, fully vetted leads tailored precisely to the unique needs of businesses across diverse sectors.

Allocation

We manage the entire lead generation lifecycle: from initial sourcing and targeted acquisition, to rigorous qualification, thorough data verification, and seamless lead transfer to our clients.

Professional Experts

Our comprehensive approach ensures that your sales pipeline is filled with prospects who are not only interested, but also primed for conversion.

Why Partner with Heritus Algorix?

Achieving sustained business growth in today’s highly competitive marketplace requires more than just ambition; it demands a strategic partner with proven expertise, industry insight, and a relentless commitment to your success. Heritus Algorix is dedicated to providing that essential edge. We understand that the path to market leadership is challenging, with intense competition and rapidly shifting customer expectations. Our team serves as both your guide and support system, helping you capitalize on every relevant market opportunity and positioning your business for standout success.

About Company

Trusted by 100+ Buyers and Growing.

With Heritus Algorix, you gain access not only to premium leads but also to ongoing strategic support, empowering you to outpace competitors, optimize your conversion rates, and maximize profitability

Heritus Algorix is a leading performance-driven lead generation company, committed to helping businesses accelerate growth by delivering highly targeted, qualified leads. With a network of 100+ satisfied buyers across the U.S. and beyond, we’ve built a reputation as a trusted brand in the industry — known for consistency, integrity, and results.