FAQ's

What conversion ratios can I expect with your leads?

Your closing ratio will depend on a few factors. Keep in mind your level of experience, your local housing or insurance market, the type of lead you purchase and other factors will impact your final results.

Generally, mortgage brokers using our leads see their closing ratio rise an average of 23%. Insurance brokers using our leads experience 18% conversion.

How much do I pay for each lead?

We set a base price for our each different type of mortgage and insurance lead. A sales representative will calculate your final price depending on your location and which filters you want to sort your leads by.

What kinds of filters are available?

Mortgage lead filters include:

• State and county
• Property type and value
• Loan type
• Loan amount
• Credit rating

Insurance lead filters include:

• State and county
• Age
• Weight
• Number of dependents

You can change your filter settings any time using the complimentary lead management system, BrokerOffice. BrokerOffice is included with your lead subscription, and can be accessed from any computer or internet-ready handheld device.

Do I decide how many leads I get?

You can set a daily or monthly limit on the number of leads you receive. Because number the number of filters you use and your location can impact lead volume, we can’t guarantee you a minimum number of leads per day.

When you set up your account, a sales representative will estimate the minimum number of leads you can expect. If we are unable to fill your lead order after six months, your remaining balance will be refunded.

Will you be selling my leads to other brokers?

That’s up to you. You can choose to receive either shared leads or exclusive leads. Shared mortgage leads will only be sold to you and up to three other brokers. Shared insurance leads are sold to you and up to four other agents. In general, shared mortgage leads are sold an average of 1.7 times, and our shared insurance leads are sold 1.98 times.
Our exclusive leads are only sold once, perfect for agents who prefer less competition.

How much information do my leads come with, and what do they look like?

You can look see samples of our mortgage and insurance leads here.

How do I get my leads?

Here’s how it works: A person that meets your pre-selected criteria submits their information through our network of consumer financial websites. The lead is instantly delivered to BrokerOffice database, and you receive an email alert. If you keep a close eye on your inbox, you can contact each lead when their interest is highest.

Can I return invalid leads?

We work hard to make sure all the leads we send you are both valid and match your filtered settings. It is possible for an invalid lead to get through our screening system. To get our most up-to-date return policy information, please contact us.

Is there anything I can do if I’m not getting enough leads?

You can try increasing your daily or monthly quota, or you can contact us to add more states or counties to your account.

Do I have access to my billing history?

Yes. Both mortgage and insurance clients can access their billing history online anytime they want. Simply log into your lead management tool and view past billing activity and your remaining account balance.

What kind of lead management tools come with my account?

Every account comes with our complimentary lead management system, BrokerOffice. Use BrokerOffice to access and manage your leads from any computer, run real-time performance reports and electronically store insurance and mortgage forms and brochures. To learn more about BrokerOffice, contact us.