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Finance program 06

Mortgage & Refinance

Screened by loan scenarioConnect lenders and brokers with homebuyers and homeowners seeking a purchase loan or refinance, screened on property, balance, and timeline.

Discuss This Program →All Finance Programs
Qualification criteria

What makes a consumer qualified.

A starting list. Most buyers add, remove, or tighten criteria based on what they already know converts — and we adjust as results come in.

01Purchase or refinance
02Property type and use
03Estimated property value
04Current loan balance
05Cash-out desired
06Self-reported credit range
07State and ZIP code
08Time frame
09Contact verification
How screening works

Hard rules, then preferences.

Criteria are written with your sales team before launch and split into two lists: hard disqualifiers that are never delivered, and preferences we tune as volume and quality move. Leads that fail screening are not sent and are not billed.

Every lead is SMS-verified before delivery and carries a consent certificate, so your team calls real people who asked to hear from you.

Read: Mortgage and HELOC lead qualitySend us your criteria
Finance · Mortgage & RefinanceExclusive
Purchase or refinance✓
Property type and use✓
Estimated property value✓
Current loan balance✓
Cash-out desired✓
Self-reported credit range✓
SMS verifiedConsent on fileLive transfer

Field set configured per buyer.

Included with every Mortgage & Refinance lead.

Qualified live transfer

Screened on the phone, then warm-transferred to your sales team.

Exclusive delivery

Delivered to your company alone and never resold.

Verified contact & consent

SMS-verified phone and a consent certificate on every lead.

Written replacement policy

What counts as invalid, the window, and the remedy — agreed before launch.

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Other programs

All Finance programs
Debt Resolution→ Merchant Cash Advance→ SBA Loans→ Business Lines of Credit & Equipment→ Personal Loans→ Home Equity & HELOC→ Tax Resolution→ Credit Repair→

Let’s fill your pipeline.

Tell us your vertical, programs, markets, and qualification standards. We’ll show you what a campaign would look like for your team — and tell you plainly if a market can’t support it.