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.

Mass Tort Retainers – Heritus Algorix

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Mass Tort Retainers

High-Value Tort Campaigns receive retainer documents which are signed verified and ready for filing.

Heritus Algorix delivers mass tort campaign clients to legal firms and marketing partners through its services which produce compliant verified retained clients instead of leads. The Mass Tort Retainer Services of our company provide law firms with signed retainer agreements containing pre-qualified clients for every file we deliver.

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

These are the concepts that shape our distinctive culture & differentiate us from others. They true the unique spirit of our Firm guide the behaviors that enable us to deliver the promises we make to our clients and our people.

We don’t deliver leads. We deliver plaintiffs.

We seize opportunities to innovate and grow 

We are one firm with a shared sense of purpose 

We care about each other and the world around us

1. 100% Signed Retainers

The company provides signed exclusive retainers with verified claimants instead of cold leads or soft opt-ins.
You obtain signed exclusive retainers with verified claimants through our system.

2. Court-Ready Intakes

Each file contains intake responses which fulfill active litigation requirements including usage and injury documentation and timeline information.

3. TCPA + HIPAA Compliant

All data is collected, stored, and transferred according to strict regulatory standards.

4. Customizable Filters

We can select clients based on their age above 40 and medical documentation and geographical location. We filter exactly how you need.

Service Options

Smart Data Collection Gathers applicant data from forms, documents, and integrated APIs to create a complete borrower profile instantly.

Automated Income & Asset Verification Confirms employment, income stability, and available assets using AI-powered pattern recognition and third-party data sources.

Real-Time Risk Scoring Assigns a risk score to each applicant by analyzing credit behavior, debt levels, and loan eligibility.

Fraud & Error Detection Detects fake or manipulated documents, mismatched data entries, and identity fraud before human review.

Regulatory Compliance Screening Checks each file against pre-set compliance rules (FDRA, KYC, AML, etc.) to reduce legal risks.

Faster File Prioritization Sorts and flags high-quality applications so your underwriting team focuses only on the most promising leads.

Heritus Algorix

Mass Tort Retainers

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

We don’t deliver leads. We deliver plaintiffs.

1. 100% Signed Retainers

2. Court-Ready Intakes

3. TCPA + HIPAA Compliant

4. Customizable Filters

Service Options

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