Reverse Mortgage Lead Generation Program

For companies that offer Reverse Mortgages and do not have in-house lead generation capabilities, Fidelity offers a Reverse Mortgage lead generation program. We will supply you with an exclusive lead generated solely for your Company. We do not re-sell the same lead to another Mortgage Company EVER.

Our telemarketers do the data mining for you from targeted homeowner databases.

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

• Homeowners 65+
• Income less than $40,000
• Home Value $150,000+
• 70%-100% Equity in their home ( Initially we use only those with a small mortgage balance LTV of 5% - 40% ) Those with mortgage balances are better prospects than those that own free and clear.

We set a per lead price 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.

Each client receives an unique URL link. As we introduce you to the prospect, a lead sheet will be posted on your URL with all their information. Home Value, Mortgage Balance (if any), Age, Age of spouse, Names on Title, Reason they need extra money etc. We already qualified them for interest in HECM, Equity, and Home Value 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 the lead transferred directly to your Loan Officers or sent on a lead sheet within 45 minutes of being generated with a CB time set by customer.

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 $45 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 70%+ 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 = $2,300
Return on Investment = $12,750

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 = $2,300
Return on Investment = $27,750

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 = $2,300
Return on Investment = $42,750

Pricing

All inclusive pricing

Printing, Addressing, Targeted Mailing List and Postage

47 cents per postcard

5000 4.25 x 6 postcards --$2400

5000 6 x 9 jumbo postcards -- $2900

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.

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