Exclusive
Our Mortgage Borrower Acquisition Process
Every Highlimit live transfer starts with an online mortgage inquiry. Borrowers complete an intake form, verify their phone number and speak with our qualification team before being exclusively connected to one mortgage-company partner.
Online inquiry · Intake and phone verification · Qualification call · Exclusive live transfer · 90-second billable standard
How It Works
The Five Stages of Every Live Transfer
Each borrower moves through the same defined path, from an online inquiry to a live, exclusive conversation with one mortgage-company partner.
Stage 1
Online Borrower Inquiry
Borrowers exploring mortgage options find our Best Rate landing pages online and begin an inquiry for the loan type they are interested in.
Stage 2
Borrowers complete the intake form and verify their phone number, then receive an SMS letting them know a call from our team is coming.
Stage 3
Qualification Call
Our call center speaks with the borrower and verifies the partner's campaign criteria before any transfer takes place.
Stage 4
Exclusive Live Transfer
Qualified borrowers are connected live to one mortgage-company partner whose campaign criteria they match. Every live transfer is exclusive to one mortgage-company partner.
Stage 5
Billable Transfer Standard
A transfer is billable only when the borrower remains connected for at least 90 seconds and meets the agreed campaign criteria.
Real Landing Pages
Stage 1: Online Borrower Inquiry
Every borrower begins on a Best Rate landing page. These are actual screenshots of the pages borrowers see when they start a mortgage inquiry, before they enter any personal information.
VA Cash-Out
See how borrowers interested in accessing home equity begin the intake process.
General Mortgage
See the initial experience for borrowers exploring mortgage options.
Stages 2 & 3
Actual Intake Question
Borrowers answer short intake questions about their goal, starting with whether they are looking to buy or refinance. They then verify their phone number and receive an SMS letting them know a call from our qualification team is coming.
Call Center Verification
After phone verification, our call center calls the borrower and verifies the partner's campaign criteria before any transfer. Only borrowers who meet a partner's agreed criteria are transferred to that partner.
Get Custom Pricing for Exclusive Live Transfers
Tell us your loan types, states and campaign criteria. We'll build pricing around exclusive live transfers that meet your criteria and the 90-second billable standard.