Header image  

Direct Marketing Solutions

(954) 573-8603 9am to 6pm  EST

 
 

Home ]  [ Contact Us[FAQ]

 
 
 

Reverse Mortgage Marketing

  • Reverse Mortgage Leads via telemarketing
  • Reverse Mortgage Direct Mail
  • Reverse Mortgage Mailing Lists and Telemarketing Lists

 

Reverse Mortgage Lead Generation Program

We offer a Reverse Mortgage lead generation program. Our Reverse Mortgage phone leads are generated by live telemarketers. Not by recorded messages or internet. Every lead is generated by an experienced live sales rep. who pre qualifies them for interest, equity and makes sure all persons on title are over 62.

We will supply you with an exclusive Reverse Mortgage lead generated solely for your Company. We do not re-sell the same lead to another Mortgage Company EVER.



Our telemarketers generate your reverse mortgage leads from targeted databases of Homeowners 65+.

We start with a calling list of the prospects that would most probably benefit from the Reverse Mortgage Program.

  • Homeowners 66 -85 years old
  • Income less than $40,000
  • Home Value $150,000+
  • 50%-100% Equity in their home

We also use reverse mortgage calling lists of Seniors with debt or health issues in the house to give you those

Seniors who can truly benefit from a Reverse Mortgage.

We set a solid per lead price for our reverse mortgage leads so you aren't guessing how much your leads will cost you. Some of our competition charge hourly and never live up to the estimated number of leads converted per hour. With a set price per lead price, you know exactly how many leads you will receive.


Reverse Mortgage Live Transfers

Sometimes the prospect isn't home at the set Call Back time or the wrong spouse picks up the phone and says "Not interested" Sometimes their memory fails by the time you get them on the phone.

To eliminate any call back problems from receiving a paper lead sheet, we offer real time live transfer Reverse Mortgage leads. Within 10 seconds of us gathering all their information and determining interest, we transfer the call to you live.

As we introduce you to the reverse mortgage prospect, we will give you a rundown on all their information. Home Value, Mortgage Balance (if any), Age, Age of spouse, Names on Title, Reason they need extra money etc.

We have already pre-qualified them for interest in hearing about a reverse mortgage, sufficient equity, as well as no under age 62 persons on title. All you have to do is set the appointment.

We give you the choice of having reverse mortgage leads transferred live directly to your Loan Officers or sent on a lead sheet within 45 minutes of being generated with a CB time set by customer.

We can also upload the lead form we generate directly into Salesforce or any other lead management software you may

use as we are handing the call off. You will have their information in your lead management system as we make the introduction.


We verify home values before we send you each Reverse Mortgage lead

 

With dropping home values, many homes have lost considerable equity. We make sure that the home is worth whatever we set as minimum value on your invoice.

We verify the home value before we send you the lead. Many companies take the word of the homeowner on how much the home is worth. We verify that it fits the minimum home value criteria of $150,000 before we send the lead. Our TM Manager verifies the home value at eppraisal.com before the lead is sent to you

 


There are a lot of Seniors out there who are Cash Poor and Equity Rich.  If you offer Reverse Mortgages we can supply you with a endless pipeline of good prospects anywhere in the USA

Reverse Mortgage Leads are a flat $47 per lead. No quantity discounts

Real Time Live Transfers are a flat  $60  per lead



Reverse Mortgage Direct Mail

With the equity boom of the early 2000s there is a huge amount of seniors that are equity rich and cash poor. We mail to a specialized list that is the most likely to benefit from a Reverse Mortgage.

We target Homeowners ages 67+ with at least 50%+ equity in the home as well as Home values over $150,000 and Household income below $40,000.

       

We consider a direct mail lead too be vastly superior to TV leads because

  • You can control the Home Value and LTV of the prospect by the mailing list used
  • You're not locked into using their company to wholesale the loan
  • You can target lower income households with equity and 150k+ Home Values
  • You can target older Homes more likely to be in need of Home Improvements.
  • You can eliminate mobile and manufactured homes.
  • By targeting 67+ Ages, you eliminate most under age 62 spouses on title.

                      

                  

                          

 

           

 

Sample ROI Scenarios Using Fidelity Data’s High Impact Direct Mail Formula*

                        Using a Mortgage Company as an example

Scenario #1:

5,000 mailed 1% response rate 50 Phone Calls 5 (10%)Total Closed Loans
Total Avg. Revenue @ $3000 per closed loan = $15,000
RME total cost = $2,550
Return on Investment = $12,450

Scenario #2:
5,000 mailed 2% response rate 100 Phone Calls 10 (10%)Total Closed Loans
Total Avg. Revenue @ $3000 per closed loan = $30,000
RME total cost = $2,550
Return on Investment = $27,450

Scenario #3:
5,000 mailed 3% response rate 150 Phone Calls 15 (10%)Total Closed Loans
Total Avg. Revenue @ $3000 per closed loan = $45,000
RME total cost = $2,550
Return on Investment = $42,450

Pricing

All inclusive pricing includes

Printing, Addressing, Targeted Mailing List and Postage

50 cents per postcard

5000 4.25 x 6 postcards --$2500

5000 6 x 9 jumbo postcards -- $3050

We were forced to rasie our prices 2 cents per card do to a 3 cent per postcard postage

increase on January 22, 2012

 

There is one time $75 set up/design fee to make camera ready proof for your company including your logos, photos and unique copy

Each card is customized for your Company and includes your logo, any graphics or photo(s) you would like

Please call or e-mail us and we can show you how to you can have warm, responsive Reverse Mortgage leads in your loan officers hands.

 

info@fidelitydata.com  <<<< Click on e-mail address to request information

Sales/Info Desk   (954) 573-8603   10am-6pm EST

e-mail and voice mail inquiries are monitored until midnight each day and answered immediately