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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+ ($100,000 in rural or low home value areas)
- 50%-100% Equity in their home
All criteria can be changed to suit your company's needs.
We segment the calling lists our telemarketers use to give you a solid Reverse Mortgage prospect
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 there phone number in case of a dropped call and post the lead sheet to your lead management system or to a URL.
We pre-qualified them for interest in hearing about a reverse mortgage, sufficient property value, sufficient equity, as well as no under age 62 persons on title.
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 your company may use as we are handing the call off. You will have their information in your lead management system as we make the introduction.
If you don't have a lead management system in place, we post the lead sheet to an exclusive web URL we set up for you so the lead gets posted with all the person's demographic information as we hand the call off to you in real time
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 $55 per lead. No quantity discounts
Real Time Live Transfers are a flat $66 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
51 cents per postcard
5000 4.25 x 6 postcards --$2550
5000 6 x 9 jumbo postcards -- $3050
We were forced to raise our prices 2 cents per card due 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 ((888) 582-6662 9am to 6pm EST
or (954) 573-8603
e-mail and
voice mail inquiries are monitored until midnight each day
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