Long Form Live Transfers

By partnering with Brokers Data Inc for your Long Form Live Transfers you’re investing in a key component that not only applies the experience, knowledge, and integrity of our company, but a company that cares about improving and maximizing your closing ratios and conversion percentage. 

If receiving a good, fully qualified lead is important to you and your team, then our Transfers will not disappoint. 

We start with good quality data fully targeted for your niche. Then our contracted phone reps make calls on your behalf and fully qualify the prospective borrower by asking a series of contact, property, and borrower information.

The qualified call is then "soft" transferred, meaning that our phone rep never leaves the call until the borrower is successfully transferred to your loan officer.

About Long Form Live Transfers


  • Digital Recording of All Live Calls
  • Extensive Number of Questions Asked Prior to Transfer
  • Prospect is Emailed your Company Flyer
  • Execution of Client Script
  • 100% Guaranteed Lead Integrity
  • 100% Guaranteed Lead Exclusivity
  • Minimum 15% – 25%+ Conversions
  • Incomparable Client Customer Service

Mortgage Leads That Convert!

Here is an example of the information that is collected from the potential borrower prior to the lead being transferred to your sales team. 


  • First Name
  • Last Name
  • Telephone Number
  • Secondary Number
  • Email Address
  • Address, City, State Zip


#1. a) Property Type

#2. a) Mortgage Balance on 1st Mortgage

      b) Interest Rate on 1st Mortgage

      c) Mortgage Term on 1st Mortgage

      d) Fixed/Adjustable

#3. a) Mortgage Balance on 2nd Mortgage

      b) Interest Rate on 2nd Mortgage

#4. a) Value of Property(s)

      b) Loan to Value (LTV)

      c) Desired Cash Out

      d) Desired Loan Amount is

#5. a) Bankruptcy or Foreclosure

      b) Current on Mortgage Payments (12 months)

#6. a) Escrow Payment

      b) Monthly Mortgage Payment

      c) Annual Property Tax

      d) Annual Property Insurance

#7. a) Approximate Annual Household Income

      b) Primary Employment Status

      c) Secondary (Spouse) Employment Status

      d) Debt to Income Ratio

#8. a) Fico Score

#9. a) Borrowers Primary Term

      b) The borrower is looking to

      c) Loan Type

How Do We Do It?

We use High Quality Hand-Raiser – Interested Target – Opt-In Data with the main focus on Refinancing Cash-out and New Home Purchase. Borrowers who Opt-In the last 2 – 60 days.

Criteria we use for your campaign:

  • 90%< Loan To Value
  • 4.5%+ Mortgage Interest rate
  • 100% Credit – Good & Excellent
  • 100% No Bankruptcy or Lates in pass 12 months
  • 100% Single Family and Condos

What are our projected closing rates?

Curious about closing rates on our Live Transfers? Of course you are. We can build your campaign using your rate sheet. For Example, Read on...

1) HOME RUN HITTERS 10% - 25% Closing Ratios                                         1 TO 2 POINTS BUILT INTO RATE - FIXED RATE

2) PLAY IT SAFE SINGLES HITTERS: 15% - 25%+ Closing Ratios               0 POINTS BUILT INTO THE LOAN - FIXED RATE

How much does this campaign cost?

We would love to publish our pricing right here and right now but you know our competition would be all over it. Until you get the full depth and breadth of the lead quality produced by this campaign, comparing it with any other live transfers campaign that is available in the marketplace would not be comparing apples to apples since there is nothing else like this campaign currently in the marketplace. Please call your Brokers Data consultant or fill out the contact form below for a personalized price proposal.

Due to the extent of setting up a campaign such as this, our minimum order requirement for our Long Form Mortgage Transfers are 100 Transfers.

Just to give you an idea of pricing, our Live Transfer campaign costs about the same as a direct mail campaign would cost you but with a minimum of a 100 respondents, not 1/2% or less as with direct mail campaigns.

Now, we are not saying to forgo direct mail if you are currently doing that. Direct mail works when mailing to daily triggers (we do that too) and specialty niches, however a Live Transfer campaign would complement your current direct mail campaign, or is a perfect stand-alone marketing tool to keep your LO's busy closing deals.

Again, for more information without obligation, give us a call or for quick service, please fill out the form below. We look forward hearing from you.

Long Form Transfer Info Request

Please note that all fields followed by an asterisk must be filled in.

Please enter the word that you see below.


Contact Brokers Data

Click the "Request A Quick Quote" icon below for Fastest Service. A representative from Brokers Data Inc. will be assigned to follow up with you as soon as possible, M-F  9am to 6pm EST.

You may also call us at (800) 884-7507 during normal business hours. Your information is always kept completely confidential.

Request A Quick Quote

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PO Box 292409, Columbia SC 29229


4611 Hard Scrabble Road #335, Columbia SC 29229

TOLL FREE: (800)-884-7507

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Brokers Data Testimonials

"Thank you for the time you spent with me compiling the list I needed to generate leads for my team. You have certainly been an integral partner in helping us re-invent ourselves. Thanks again!"

Steve B. - Passaic. NJ

Moving from the individual health insurance market to the final expense insurance market, I did not have a clue how to find the people to call and what "filters" as you call them, to use. Thanks for consulting with me and helping me successfully transition into this new market."

James N. - Houston, TX

Thanks for all the help! I have already told 3 other LO's about your great service and mortgage leads. Keep up the good work!"

Tony N. - Philadelphia, PA

"Thanks for the Diabetic leads and the dialer you set up for me is fantastic!"

Judy S. - San Diego, CA

"Hey Al, my office has closed 4 deals this week from the FHA mortgage list we bought from you... please call me later to run a count for our next order. Thanks for your expertise and if results continue like this, we will be a client for a long time!"

Nick D. - New York, NY

"We really appreciate the time you spent with us regarding the mortgage trigger leads Al and it was certainly time well spent. We have had very good results and look forward to your continued good advice moving forward"

Sean O. - Boston, MA

"Our direct mail campaign has produced some really good leads. Thanks again Al!"

Neal J. - Phoenix, AZ

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