Reverse Mortgage Leads that Convert

All of our programs are designed to work with
lenders of all sizes, and we're ready to grow
your business to meet your unique requirements.

Experts in HECM Leads

We specialize in generating high-quality Reverse Mortgage live calls and data leads.

Managing finances is crucial for senior homeowners to enjoy their golden years. Our expertise connects them with mortgage LOs, brokers, and lenders who can guide them through Home Equity Conversion Mortgage (HECM) options.

Our Services

Catering to the nearly 69 million senior homeowners who represent about 20% of the U.S. population. Expert Lead Source goes beyond providing leads; we deliver pre-qualified reverse mortgage applicants. Our leads are rigorously vetted and adhere to your specific criteria, ensuring they are the most qualified for Home Equity Conversion Mortgage (HECM) assistance.

Our leads come from completed online forms, print media, and digital circulations, offering you the most qualified senior homeowners in need of reverse mortgage solutions.

Connections Made at Every Stage

Our proprietary lead model identifies senior homeowners who are excellent candidates for HECM, ensuring all reverse mortgage leads are top-tier. 

Available in customizable amounts and covering the entire US market, our leads come from senior homeowners actively searching for lenders. These prequalified leads are swiftly delivered to you for in-depth consultations.

This meticulous filtering process results in highly eligible Reverse Mortgage leads, significantly enhancing your conversion rates.

Affordability and Value

Maximize your marketing budget with our goal-driven approach, combining response-based digital marketing and AI with a human touch. Save time and money while focusing on your core strengths, helping eligible reverse mortgage leads find the lender assistance they need.

As a national leader in Reverse Mortgage leads, Expert Lead Source uses cutting-edge digital strategies to secure thousands of inquiries monthly. Our intake professionals meticulously evaluate candidates based on your criteria, ensuring top-quality leads.

Exclusivity Matters

Our Reverse Mortgage leads stand out for their exclusivity. 

By targeting qualified senior homeowners actively seeking Reverse Mortgages from licensed lenders in their state, we ensure each lead goes directly to you for immediate consultation. 

We eliminate the need for wasted impressions, engagements, or clicks, by providing a more assured and cost-effective solution compared to traditional digital media and traffic.

Rapid Delivery

Receive leads from senior homeowners actively searching for a lender, delivered swiftly for immediate consultation. 

Our process connects Reverse Mortgage candidates directly to you, ensuring hot, fresh, and exclusive leads right when they’re seeking assistance. Enjoy unmatched quality and speed!

Here's what sets us apart:

Exclusive Lead Ownership

Every lead is 100% yours, no sharing with competitors.

Instant Data Delivery

Get leads delivered in real-time, ensuring faster follow-up.

Monitored Transfers

All live transfers are attended, so you get qualified, ready-to-talk prospects.

Simple Lead Acquisition

A hassle-free process for acquiring leads quickly and efficiently.

Easy-to-Use Dashboard

Manage and track all leads from a convenient platform.

No Long-Term Contracts

Stay flexible with no binding commitments.

Zero Setup Fees

No data processing fees or hidden costs.

Only Pay for Qualified Leads

Sensible replacement policy ensuring leads are viable and want to hear from you.

All Leads Validated For:
  • Senior homeowner 62+ years of age
  • Property selects:
    – Single family
    – Townhome
  • No prior lates in past 2 years
  • $200K+ Property value
  • 40% Maximum LTV
  • Verification of income
  • Active desire to receive a quote
  • Geo targeting w/in licensed states
Reverse Mortgage Script Certification:

Hi, is this _________? My name is _________ and I’m reaching out from the Qualified Reverse Mortgage Group. We received your recent request, and it looks like you’re interested in obtaining a reverse mortgage assessment, is that right?
👍🏼YES: Proceed with the application.
👎🏼NO: Thank them for their time and exit the call.

Great, it appears you could qualify for a complimentary reverse mortgage evaluation, which could help you take a big step towards financial freedom.

Contact Consent Notice:
*Before going further, I want to mention that this call is being recorded for quality and training purpose. And you may be connected to a specialist provider even if your number is on any Federal and/or State Do-not-call list. Consent is not a condition of purchase, and there’s no cost or obligation. Is that okay with you?
👍🏼YES: Proceed with the application.
👎🏼NO: Thank them for their time and exit the call.

Excellent, well it’s worth noting that a reverse mortgage has several potential benefits, such as:
– Eliminate monthly mortgage payments.
– Supplement your monthly income.
– Access a Line of Credit to use funds as needed.

Other advantages of a reverse mortgage include:
– No repayment is required while you live in the home as your primary residence.
– You maintain full ownership of your home.
– FHA-insured program.
– Typically does not affect Social Security or Medicare benefits.

Connecting:
Our team of Reverse Mortgage Specialists who operate in your state can provide a free, no-obligation review of the best terms available. Would you like to speak with them now for this free assessment?
👍🏼YES: Great, let’s continue.
👎🏼NO: Confirm a better time to call back.

Next Steps:
Before we connect you with a specialist for your free evaluation, I need to ask a few quick questions to ensure we have all the details right:

Screening Questions:
1) Are you the owner of your property located at _____?
2) Is your home a Single Family, Townhome or Condo?
3) Could you confirm your age? And if married, what’s your spouse’s age?
4) What’s your current mortgage balance? Do you currently hold a reverse mortgage or second mortgage?
5) How much are your monthly payments, and are they up to date?
6) What’s your interest rate, and is it fixed or adjustable?

7) How would you describe your credit?
8) What’s the estimated value of your home? (Confirmed w/ evaluation models).
9) Are you employed, retired, or unemployed?
10) What’s your annual  income?
11) When did you last refinance?
12) Have you ever been turned down for a reverse mortgage before?

Eligibility Confirmation:
Great news! You’ve been pre-qualified for a complimentary Reverse Mortgage assessment. Are you available to chat with a mortgage specialist right now and explore your options?

👍🏼YES: One moment while I connect you.
👎🏼NO: When would be a better time to reach you and connect you with a dedicated specialist?

Please stay on the line while I transfer you to a representative who can walk you through the program’s key aspects.

– Lead routed as a warm transfer.
– Call forwarded to loan specialist.
– Data successfully posted to provided CRM and email inbox.

Thank You!

Lead Example:

*Date:              9/18/2024 10:43
*Lead Ref:      29501426
*Segment:      Reverse Mortgage

Applicant Information:
*First Name:  Kelly
*Last Name:  Ulman
*Phone-1:      813-207-****
  Phone-2:     941-875-****
*Email:           kellbell*****@gmail.com
*Address:     37942 N. Suwanee Ave.
*City:             Tampa
*State:           FL
*Zip:               33604
  Co-App First: John
  Co-App Last: Ulman

Financial Information:
*Income:           $54,000 / year
  Employed:       27 years
  Status:             Retired
*Age:                  75
  Date of Birth: 3/17/19**
*Credit Grade: B [Very Good: 740 – 799]

Loan Information:
*Mtg Balance:     $205,000
  Cash Out:           $50,000
*Loan Amount:   $255,000
*Property Value: $760,000
*LTV:                           33.55%
*Interest Rate:          6.875%
*Rate Type:                Fixed
  Lender:                     Wells Fargo
  Payment:                 $1,875 /mo
  Payment History:   No late payments recorded
*Property:                  Single Family Home
*Assessment Type:  HECM

Property Purchase Details:
Purchase Amount: $425,000
Purchase Year:        2002
Most Recent Loan: 2007

2nd Mortgage Details:
Lender:            none
Balance:          $0
Interest Rate: 0%
Rate Type:       none
Payment:         $0 

Transfer Details:
*Call Status:           Connected
*Specialist:             Gary Young
*Transfer Agent:   Anita Foster
*Order #:                 24083175

Call Notes:
Kelly and her husband, John, are both 75 and retired. Ready to talk with a loan officer about HECM options to help with monthly expenses.

IP Address:           97.76.232.230

* required

Let’s Advance on Your Next Conversion!

For cutting-edge marketing that surges ahead in the modern digital frontier, contact Expert Lead Source today and experience conversion power!