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.

MVA CPQ Campaign: A Smarter Way to Accelerate Quote-to-Cash Performance

By admin

February 16, 2026

MVA CPQ Campaign: A Smarter Way to Accelerate Quote-to-Cash Performance

In today’s fast-moving sales environment, speed and accuracy are everything. Customers expect instant responses, customized pricing, and clear proposals—without delays or confusion. That’s where MVA CPQ Campaigns come into play.

An MVA CPQ campaign is designed to streamline the entire quoting process, automate product configurations, and help sales teams deliver accurate quotes faster, ultimately improving conversion rates and boosting revenue.

Let’s explore what MVA CPQ campaigns are, why they matter, and how they can transform your sales process.

What is MVA CPQ?

CPQ stands for Configure, Price, Quote. It’s a sales tool that helps companies create accurate quotes for complex products or services by automating:

Product configuration (choosing the right combination of features)
Pricing rules (discounts, bundles, tier-based pricing)
Quote generation (proposal documents, order forms, and approvals)

MVA CPQ takes this one step further by combining automation, campaign-driven targeting, and performance tracking to support high-volume and high-efficiency quoting operations.

What is an MVA CPQ Campaign?

An MVA CPQ campaign is a structured sales campaign that leverages CPQ automation to:

Target specific customer segments
Promote bundled offerings
Run limited-time pricing programs
Automate sales proposals
Improve sales workflow efficiency

These campaigns are especially useful for businesses handling large numbers of leads, frequent quoting requests, or complex pricing structures.

Instead of manually creating quotes for every lead, MVA CPQ campaigns allow teams to generate and deliver quotes instantly with predefined rules and product logic.

Why Businesses Need MVA CPQ Campaigns

Traditional quoting is often slow, inconsistent, and prone to errors. Sales reps spend hours preparing quotes, requesting approvals, and verifying pricing. This leads to missed opportunities and frustrated customers.

With MVA CPQ campaigns, businesses can achieve:

1. Faster Quote Turnaround

Quotes can be generated in minutes instead of hours or days. This significantly increases customer satisfaction and reduces lead drop-off.

2. Higher Accuracy and Compliance

Pricing rules, discount limits, and product combinations are automatically validated. This prevents incorrect quotes and ensures company policy compliance.

3. Improved Sales Team Productivity

Sales reps focus on selling instead of spending time on manual quote creation and revisions.

4. Better Conversion Rates

Speed and clarity directly impact sales performance. A faster quote response often means a higher chance of closing the deal.

5. Consistent Branding and Proposals

Every quote document follows a consistent template, creating a professional and trustworthy customer experience.

Key Features of an MVA CPQ Campaign

A successful MVA CPQ campaign typically includes:

Automated Product Configuration

Sales teams can select products and services easily while CPQ ensures the configuration is valid.

Dynamic Pricing Engine

Prices automatically adjust based on:

customer segment
region
contract type
subscription duration
discount eligibility

Quote Generation and Document Automation

The campaign generates branded proposals, contracts, and order forms with zero manual formatting.

Approval Workflow Automation

Discount approvals and manager reviews can be automated using predefined thresholds.

CRM Integration

MVA CPQ campaigns work seamlessly with CRMs like Salesforce, HubSpot, Zoho, or GoHighLevel to track leads and customer journeys.

How MVA CPQ Campaigns Improve Quote-to-Cash

Quote-to-cash is the full process from customer interest to final payment. Delays in quoting can slow down the entire revenue cycle.

MVA CPQ campaigns accelerate this by:

automating quote creation
reducing approval delays
improving quote accuracy
enabling faster deal closures
minimizing contract revisions

This results in a smoother customer journey and faster revenue realization.

Best Use Cases for MVA CPQ Campaigns

MVA CPQ campaigns are perfect for industries where pricing is complex or product configurations vary.

Common industries include:

SaaS subscription businesses
telecom and internet service providers
insurance and financial services
manufacturing and equipment sales
marketing and digital agency service packages
home services and solar installation companies

If your business offers multiple plans, bundles, or discount structures, CPQ campaigns can bring massive efficiency.

admin

MVA CPQ Campaign: A Smarter Way to Accelerate Quote-to-Cash Performance

MVA CPQ Campaign: A Smarter Way to Accelerate Quote-to-Cash Performance

What is MVA CPQ?

What is an MVA CPQ Campaign?