Mortgage refinance leads
Homeowners with equity and a reason to talk, in your province, delivered with their answers.
Refinance and renewal inquiries are the bread and butter of a broker's year, and the most common thing brokers ask us for. They are also where shared lead vendors do the most damage, because a homeowner who has already been quoted by three agents will only talk rates. Our refinance leads come from campaigns built for one broker, and they arrive with the answers to the questions you would ask first.
- Homeowners only; renters are screened out on the first question
- Delivered with amount owed, goal and timing
- Exclusive and never resold
Refinance leads, in 45 seconds
Follow one homeowner from her bank letter to your CRM, and see why screening out renters is what makes the call worth making.
What a refinance lead looks like when it reaches you
Who
Name, phone, email, province and city. Whether they own, and roughly how much is owed. Age range where the platform allows.
What they want
Lower payment, pull equity, consolidate debt, shop the renewal, or a mix. Their words, from the form.
When
Renewal in the next three months, this year, or just exploring. So you know who to call first.
Two ways to get them: a managed Facebook campaign under your name, or pay per lead. Related: HELOC leads and private mortgage leads.
Questions brokers ask us
What counts as a refinance lead?
A homeowner who has told us they own, roughly what they owe, and that they want to restructure, pull equity, consolidate debt or shop their upcoming renewal. The form asks those questions so you are not guessing.
Why are refinance leads more expensive than purchase leads?
Because the first question disqualifies everyone who does not own a home. Fewer people pass the form, so each one costs more to generate, and each one is worth more to you.
Which channel is best for refinance leads?
Facebook and Instagram, by a wide margin. Most homeowners are not searching for "refinance" until something prompts them. A well-aimed ad is the prompt. Google works for the smaller group who are already searching.
Can you target renewals coming up?
We cannot target by renewal date, nobody can. What works is messaging that speaks to people whose term is ending in the next year, in the regions and age ranges where that is most common, and a form question that asks when the renewal is.
See what a campaign would look like in your market
A free 30-minute call. We look at your province, your products and what is already working, and map out what we would build. If it is not a fit, you will hear that too.