About Us | How We Work
home Pricing Benefits Testimonials Case studies

Mortgage Lead Generation Services

Mortgage Lead Generation Services

While the situation of the housing market improves slowly, comparatively low-interest rates mean the customer base is always increasing steadily. This, in turn, means that the competition is higher than it has ever been, thereby making it a challenge to attract new viewers. Loan officers, consultants, and mortgage lenders are therefore slowly realizing the many benefits of mortgage lead generation, which has now become an important first step in the mortgage sales process.

Mortgage marketing and lead generation can not only secure new, high-profile leads but also create awareness about your company and brand while leading customers right down your sales funnel. With the proliferation of internet-based services, mortgage lead generation has become an extremely skilled task, one at which Outsource2india is extremely capable in.

Our Mortgage Lead Generation Services

Whether you are a broker, aggregator, or lender, you can now benefit greatly by outsourcing mortgage lead generation services to O2I. With our help, you can work towards increasing your profit margins and specifically targeting the kind of leads that suit your business. Our targeted lead generation services ensure you never have to sift through hundreds of different fields to find the right lead, as we put the data at your fingertips. Our services are ideal for credit unions, mortgage lenders, banks, etc. and leverage 4 important variables which help us define the ideal mortgage lead generation campaign -

  1. Creative Direction

    As a mortgage lead generation company, we understand that the lead generation campaign requires expert planning and optimization before it goes live. Our team works on creating the entire blueprint of the campaign, the sources that will be tapped, and the social outreach channels that will be used based upon your requirements. This ensures the message is compelling enough for people to click through.

  2. Web and Creative Design

    The look and feel of the creative used in the campaign need to be tailored based on the users you want to target and generate your leads from. Our team helps to find and create the right mix of images and content which will persuade your target audience to take immediate action.

  3. Copywriting

    Our team also ensures on creating the right content to attract your target users, evoking the right set of feelings with the correct CTAs to ensure your leads always remain focused on your base requirements.

  4. Conversion Optimization

    We are experts in testing and experimenting with different ad spaces and content layouts within our landing pages so as to find the right mix of users based upon your requirements. This further ensures that your clicks always convert into actual leads.

Leads which generate online can be acquired in multiple ways, and our experience in working with loan officers around the world close their loans has enabled us to build a channel of tertiary sources we can leverage when you outsource offsite mortgage lead generation services to us. These include -

  • Real Estate Groups - We are part of a variety of online real estate groups, including those on Facebook and LinkedIn. This helps us connect to various leads through an extended channel of resources
  • Online Hashtags - People tend to use hashtags when searching for a property online, and we keep a tab on all trending hashtags online
  • Garage Sale Groups - As funny as it may sound, people mostly hold garage sales before moving out, which means it's a signal to us that a homeowner is about to move and is looking for a new home
  • Customer Testimonials - People like to go with realtors who provide good customer service. We ensure we network with the successful leads and maintain a steady stream of great customer testimonials which in turn help us to generate fresh leads
  • Maintaining an Online Syndicate - We maintain long-running online syndicates consisting of real estate agents, mortgage advisors, title reps, credit reps, insurance agents, etc. who help us network with their client base, and in turn, help generate better leads over time

Outsourcing mortgage lead generation services require an in-depth understanding of the methods employed by your service partner. At O2I, we make sure we identify the most lucrative segments in the online real estate market and generate hundreds of potential leads for our clients over time. Some of the most commonly requested mortgage leads from us include -

  • Different mortgage loan types
  • Streamlined leads
  • Frequent home buyers
  • Military loan opportunities
  • Reverse mortgage candidates
  • Subprime leads
  • FHA leads
  • Purchase-based leads
  • Loan modification leads
  • Refinance leads
  • HARP leads
  • Excellent and fair credit leads
  • Live mortgage leads
  • Second mortgage leads
  • VA home loan-based leads
  • Debt settlement leads
  • First-time homebuyer leads
  • Credit repair leads

Call Center Software We Use

HubSpot Bitrix24 Talkdesk Five9 Zendesk Dixa salesforce LiveAgent Avaya

Our Mortgage Leads Generation Process

At O2I, our mortgage propensity models are scientifically created and when combined with our pre-screen and mortgage inquiry trigger solutions can help you with high-quality mortgage leads. With our help, you can optimize your existing resources by focusing on intelligent, customer-friendly credit-based solutions.

Our simple process for mortgage lead generation services in India include -

Customize and Choose Plan  

01. Customize and Choose Plan

Based upon your requirements, we help you choose the right volume that will satisfy your mortgage lead inquiries while fitting your budget. Our mortgage consultants understand your exact requirements and based upon what you need, combine online mortgage lead generation with traditional methods such as cold calling etc.

Lead Generation Campaign Setup  

02. Lead Generation Campaign Setup

We begin with setting up the campaign landing pages, questionnaires, and advertisements based upon the pre-scheduled budget. We use proprietary templates which have been extremely successful beforehand, ensuring we can generate hundreds of valid leads in a short time.

Leads Delivered Directly to You  

03. Leads Delivered Directly to You

Once the targeted calling and online campaign is underway, you start receiving all the leads that are screened by us once and qualify for your requirements. All leads are generated along with name, local address, telephone, cell number, etc.

Our Call Center Portfolio

Why Outsource Mortgage Lead Generation Services?

O2I is an industry expert in mortgage lead services and provides expert support to thousands of mortgage lead clients who seek home equity, refinance, and loan-based mortgage leads. Our system easily integrates with most commonly-used CRM systems, and ensure we market to multiple verticals of prospective customers across the nation as required by our clients. By optimizing your existing lead program, we allow users who are seeking to refinance, use a home equity credit line, or purchase a home directly get in touch with you. Our key differentiators include -

  • Efficient Lead Generation

    Our time-tested mortgage lead generation techniques leverage advances sales lead technology and consistent protocols which make it easier than ever to close a qualified lead.

  • Refinance Assistance

    Interest rates are usually in a state of flux, and we ensure that your leads always know that refinancing options are on the table during talks if they so want. Our built-in mortgage call center assistance provides the software support, structure, and other technical details which help your customers refinance easily.

  • Cost-effective Lead Generation

    We provide our clients with highly flexible pricing options which can be selected based on the client's exact requirements, the resources used, the number of leads generated, etc.

  • Rapid Response

    We believe that pre-qualified leads require up-to-date information about their application status, pay-off balances, and other relevant inquiries. Our live and automated call support ensures your mortgage leads have access to all the information they need at their fingertips, on a 24/7 basis.

  • Complete Ownership of Leads

    We do not deal with old contact lists and do not promote any commission sharing. We help to create fresh leads which you own 100%!

  • Analytics-driven Approach

    Our analytics-driven approach towards mortgage lead generation helps to engage and identify the right mix of mortgage leads thereby increasing your conversion rate and boosting profits.

  • ISO 27001:2013 ISMS Certified

    We are ISO/IEC 27001:2013 Information Security Management System certified organization which ensures that all your data is completely safe with us. We follow strict rules and regulations and have several data security policies which ensure that only authorized personnel has access to the data.

Client Success Stories

O2I Setup an Outbound Cold Calling Process to Generate Leads

O2I Helped a Leading US-based Company to Generate Sales Leads Using Cold CallingA leading US-based client was looking for a lead generation partner who could market their newly launched product and boost sales within a quick time.
Read the case study

Planning to set up a call center,but not sure what it takes?


Mortgage Lead Generation Made Simple with Outsource2india

As a world-class mortgage service provider, we understand your requirements and your need to capitalize on as many mortgage loan leads as possible. We help you identify, target, and engage a growing user base consisting of your ideal clientele. Our acquisition tools across mediums allow you to quickly establish which mortgage leads suit your needs, allowing you to quickly weed out customers who won't be approved down the line or do not lie within your operational footprint.

Contact us right away to know more about our services, and how we can generate the best leads within a short time for you!

Contact Us
Starts @

Avail best-in-class services at affordable rates

More pricing details
Our Portfolio


Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Our Policy.

Have specific requirements? Email us at: callcenter.info@outsource2india.com

Call Us


Flatworld Solutions Address


No.6, Banaswadi Main Road, Dodda Banaswadi, Bangalore - 560 043

Corporate Court, #15, Infantry Road,
Bangalore - 560 001


Lucita Building Lapu Lapu Cr. Sobrecarey Street, Davao City 8000


116 Village Blvd, Suite 200, Princeton, NJ 08540