Service 07 — Intent and eligibility first
Mortgage
Loan officers are expensive and easily wasted. We screen on property type, occupancy, approximate credit band, loan purpose and timeline, so the conversation your officer has is with someone who can realistically transact.
What is included
Capabilities
Purchase and refinance pipelines qualified on property, credit band and genuine intent before a loan officer picks up.
Purchase & Refinance
Both pipelines screened to their own criteria rather than one blended script.Property Qualification
Type, occupancy and approximate value confirmed up front.Credit Banding
Self-reported band captured so files are routed to the right officer.Timeline & Intent
How soon they intend to move, so nothing sits in a pipeline forever.Live Transfer
Warm handover to a licensed loan officer with the file already populated.What you should expect
Outcomes we are measured on
- Officers working files that can actually close
- Routing that matches the file to the right desk
- Cost measured per accepted transfer, not per dial
No. We capture a self-reported band for routing; any hard pull stays with your licensed team.
Yes, screened separately — the qualifying questions and the urgency are genuinely different.
Per accepted transfer or on a dedicated-seat basis, depending on how predictable your volume is.
Keep exploring
Other service lines
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Medicare campaigns run end to end — sourcing interest, confirming eligibility and…
02Final Expense
Respectful qualification for an unhurried decision — age, health banding and genuine…
03Inbound
Fully managed inbound support — customer service, order handling and issue resolution…
04MVA
Motor vehicle accident intake and claimant qualification for personal injury firms —…
Next step
Let’s build the pipeline together
Tell us what you are trying to grow. We come back with a scoped programme, a timeline and a number — not a brochure.