LIVE TRANSFER Program
Live Transfers have been introduced to
create a greater transparency between the call center
broker. The Live Transfer process acts as a
distribution gateway to increase productivity by having
the telemarketer, prospect, and the loan officer connect
This type of lead is for lenders of all
levels who are looking to increase their customer base.
You can expect a high return on investment
with a steady increase in loan originations.
Detailed real-time reporting
Leads stored in a secure lead portal for
Fully integrated sales scripting
Simple user interface
Highest closing ratios reported
The Transfer Process:
Our call center makes contact with a prospective
borrower (calling on behalf of your company).
The borrower answers a series of qualifying questions.
The call center representative verifies the vital
components of the borrower's data (i.e.,
address, property type, loan type, rate, state, and
reason for refinance).
Telemarketer confirms that the borrower is interested in
speaking with a mortgage specialist.
Using our secure lead-retrieval system, we upload the
complete Live-Transfer details into your designated lead
portal account on our secure system.
The call center representative then informs the loan
officer (who is logged into our
management system) that a call is coming through.
Transfer is delivered directly to the loan officer.
Easily track, manage and convert your transfers into
sales with our user-friendly portal.
Our Quality Control Staff reviews all leads and sound
files upon request and issues replacements as
Experienced loan officers average
conversion rates of 18% and higher.
You can view a sample lead by
Live Transfers @ $78 per transfer
$68 per call back
**50 Lead Minimum**
Volume discounts will be considered.
Forbes Marketing Group Inc.
1770 South Randall Road
Suite A – 199
Geneva, IL 60134-4646
Phone: (630) 542-8790