Mortgage Transfers

By partnering with Brokers Data Inc for your Mortgage 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 homeowner is successfully transferred to your loan officer.

About Mortgage Transfers


  • Extensive Number of Questions Asked Prior to Transfer
  • Prospect is Emailed your Company Flyer 
  • Most campaigns we can post to your CRM
  • 100% Guaranteed Lead Exclusivity
  • 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) Self Reported 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 or Rate Reduction. 

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 Mortgage Transfers? Of course you are but this will vary depending on the type of campaign you choose to run. Please contact your consultant for more information.

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. In addition, we have a few choices on the type of campaign you want to implement for your team

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

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

Return To Brokers Data Home

© 2011-2024 All rights reserved. | Brokers Data Inc.


1320 Main Street Suite 300, Columbia, SC 29201 


PO Box 292409, Columbia SC 29229

TOLL FREE: (800)-884-7507

LOCAL: (803) 254-1311

FAX: (888) 860-4334

Mortgage Broker Leads
Automotive Leads
Insurance Agent Leads

Fast, Friendly, and
Experienced Consultants

    Phone Hours:
  • Monday - Friday 
  • 9 am - 5 pm EST
  • Saturday & Sunday - Closed
    Email Hours:
  • 24/7
We gladly accept Visa, MasterCard, Discover, AMEX and Checks.

Worry Free Pricing!

Submit Form for Price Match Request

Click to Submit your price match guarantee request.

Our pricing should be extremely competitive. However, if you have a lower quote from one of our competitors, we are happy to offer a price match guarantee.

Recent Posts

  1. Brokers Data | Leads | Lists | Data | Marketing Solutions

    Feb 19, 24 12:50 PM

    Brokers Data is your full service data, leads and list provider.

    Read More

  2. Insurance Aged Leads

    Nov 25, 22 09:34 AM

    Lowest costs for insurance aged leads such as aged health insurance leads, aged life insurance leads, aged auto insurance leads and aged final expense leads

    Read More

  3. Insurance Leads Lists

    Nov 25, 22 09:22 AM

    Use our insurance leads lists to accurately target your ideal insurance prospects and turn those prospects into applications.

    Read More

  4. Mortgage Brokers Leads

    Jun 23, 22 08:48 PM

    Mortgage Brokers leads using credit bureau pre-screened data at low wholesale pricing from Brokers Data

    Read More

  5. Mortgage Internet Leads

    Jun 23, 22 08:42 PM

    QuickQuoteRates Website
    Brokers Data offers real time mortgage internet leads that are delivered fresh to your email inbox in real time as they are generated.

    Read More

  6. Pre-Screened Data

    Jun 23, 22 08:38 PM

    Brokers Data pre-screened data is pulled fresh daily, targeted and very affordable, Use pre-screened data to market your financial services products.

    Read More

  7. Mortgage Triggers | Brokers Data

    Jun 23, 22 08:35 PM

    Brokers Data delivers fresh mortgage triggers leads and lists early every day. Daily and weekly mortgage trigger leads are available at very affordable pricing.

    Read More

American Marketing Association

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