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.

Services – Heritus Algorix

By admin

21 Jan

Business Purpose Loan Processing

Mortgage Live Transfer Home Security Leads Pre-Underwriting AI Mass Tort live transfers Debt Settlement leads Inbound Transfer Motor Vehicle Accident Case Heritus Algorix Let's connect over call (984) 409-8562 Business Purpose Loan Processing Heritus Algorix delivers a Digital and AI-based business loan processing and underwriting platform designed for modern lending…

By admin

21 Jan

Commercial Loan Processing & Underwriting

Mortgage Live Transfer Home Security Leads Pre-Underwriting AI Mass Tort live transfers Debt Settlement leads Inbound Transfer Motor Vehicle Accident Case Heritus Algorix Let's connect over call (984) 409-8562 Commercial Loan Processing & Underwriting Heritus Algorix provides a robust commercial loan processing platform built for high-value and complex lending workflows.Our…

By admin

240

01 Jan

Motor Vehicle Accident Case

Connect directly with individuals involved in recent motor vehicle accidents who are actively seeking legal help. Our team pre-screens for liability, injury, and attorney interest before transferring the call to your intake desk. Every lead is TCPA compliant, exclusive, and verified for quality.

By admin

240

01 Jan

Inbound Transfers

Tap into a steady flow of inbound calls from consumers looking for immediate debt settlement solutions. These prospects have seen your offer, meet your qualifying criteria, and are calling in — ready to discuss options. 100% exclusive, TCPA-compliant, and aligned with your campaign goals.

By admin

244

01 Jan

Debt Settlement Transfers

We deliver live-transfer leads from individuals actively seeking debt relief. Each contact is verified, TCPA-compliant, and pre-qualified based on debt amount, hardship, and willingness to settle. No cold calls — only motivated prospects ready to talk.

By admin

244

01 Jan

Mass Tort Retainers

We connect you with individuals already screened for mass tort eligibility and ready to retain legal counsel. Every transfer is compliant, exclusive, and focused on high-value litigations like Camp Lejeune, Paraquat, or Ozempic.

By admin

244

01 Jan

Home Security live transfers

Our home security live transfers put you in direct contact with verified homeowners actively seeking protection upgrades. Real-time, intent-driven, and exclusive — built to boost your sales and lower your acquisition cost.

By admin

243

01 Jan

Mortgage Live Transfers

We generate and qualify mortgage leads through live calls, ensuring real-time interest and eligibility before transferring to your sales or CRM team.

By admin

238

01 Jan

Pre-Underwriting AI

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

By admin

242

02 Dec

FHA mortgage live transfer leads

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Business Purpose Loan Processing

Commercial Loan Processing & Underwriting

Motor Vehicle Accident Case

Inbound Transfers

Debt Settlement Transfers

Mass Tort Retainers

Home Security live transfers

Mortgage Live Transfers

Pre-Underwriting AI

FHA mortgage live transfer leads

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