1.
How many loan officers do you currently employ?
Select One
Less than 5
5-14
15-24
25-39
40-60
60-100
100-200
200+
2.
How are you currently generating leads for your loan officers?
Referrals
Telemarketing
Direct Mail
Email Campaigns
Other– Please specify:
3.
What financial products do you currently offer? (click all that apply)
Refinance
Debt Consolidation
HELOC (Home Equity Line of Credit)
Prime
Sub-prime
Jumbo
AA
Cash Out
Reverse Mortgage
125 Mortgage
New Mortgage / Renter
Other– Please specify:
4.
Other than the standard information (name, address, city, state, zip, call back telephone number, call back date, call back time), what information is mandatory to acquire for your loan officers? (check all that apply)
Email address
Interest Rate
Loan Balance
Market Value of property
LTV %
Lender Name
Mortgage Type
Employer
Years employed
Social Security #
Amount of Unsecured Debt
5.
List parameters / filters will you require to create a qualified lead:
Interest Rate
(put in Interest Rate limit)
Loan Balance
(put in Loan Balance limit)
Market Value of property
(put in Property Value Limit)
LTV %
(put in LTV% Limit)
Debt
(put in Debt amount limit)
6.
Please indicate which states you want leads generated in:
7.
Please list any licensing requirements you will require:
8.
How many leads per day could your loan officers comfortably handle?
Select One
Less than 9
10-19
20-39
40-74
75-124
125-249
250-399
400-599
600+
9.
What kind of lead do you want to receive? (Please check all that apply)
Telemarketing Lead
Internet Lead
Internet Lead that is phone verified
10.
If you want a telemarketing lead, how do you want to receive the lead?
In a daily electronic file via email
Live transfer of lead via conference call
11.
What day would you want your campaign to start?
12.
Is this a one-time campaign or potentially ongoing?
One time – End Date:
On-going
13.
Do you have your own list?
Yes, I have my own list that you can call.
No, I do not have a list you can call. Please include the cost to source names to call in your bid.
Please specify any list parameters you will require, such as FICO Score range, geographic locations, etc.
No, I do not have a list you can call. However, I will get a list on my own.
14.
Are you registered with the FTC for the Do Not Call Registry?
Yes- What is your SANS#? (Subscription Account Number)
No, but I plan on getting one
Not sure/Don’t Know It/Will submit later
15.
What is your preferred method of payment?
Pay-for-performance (per lead, per transfer)
Pay per Agent hour
Not sure
16.
Where do you want your calls placed?
On-shore (United States)
Near-shore (Canada and US Islands)
Off-shore (India, Manila, etc.)
Doesn’t matter
17.
Will you be doing any other marketing in conjunction with this project?
Yes
Direct Mail
Newspaper Ads
Radio Ads
TV Ads
No
18.
Please briefly describe your program and any other information you feel will help in creating a quote. (1,000 words max)
* Contact Name:
* Name of Company:
Street Address:
City:
State:
Zip:
* Phone Number:
* Email Address:
Website Address:
Size of Company:
Select Size
Under 10 employees
10 to 49 employees
50 to 499 employees
500 +
Preferred method of contact:
Phone
Email
Additional Comments or questions:
[ (1000 words max) ]
We will credit back leads only for the following reasons:
Does not meet parameter filters
Voice file shows that parameter information was incorrectly inputted
* Please click here to verify you understand our credit policy
Payment requirements:
All test batch orders are prepaid
After test period, we will invoice you at the end of the each week for that week’s production
* Field Required