Provincial Mortgage Refinance Lead Generation

I run a Canadian mortgage-refinance and debt-consolidation firm and I’m ready to expand our reach across the province. My sole objective is to bring in qualified, interested homeowners who want to explore refinancing or combining high-interest debt; no cross-sell or upsell is required on the call. Once you capture a prospect’s basic details and confirm interest, my in-house specialists will take over.

Scope of work
• Place compliant outbound calls to homeowners within the chosen province(s). You may use your own lists or work from fresh data I provide. Freelancers can use either our provided homeowner data or their own sourced data, with higher pay offered for those using their own lists.
• Briefly introduce our refinancing and debt-consolidation solutions, verify the caller owns a property, and secure permission for a follow-up from my mortgage agent.
• Capture name, best phone number, email, property value estimate, and current mortgage balance; deliver these as real-time posts or daily spreadsheets—whatever integrates best with your dialer or CRM.
• Adhere strictly to Canadian Do-Not-Call and CASL regulations; I will supply the script and mandatory disclosures.

Acceptance criteria
A lead counts as valid when:
1. Homeowner confirms interest in refinancing or debt consolidation.
2. Property is located within the target province.
3. All required contact and mortgage details are complete and accurate.
4. Lead passes a same-day quality check (no wrong numbers, renters, or duplicates).

Please outline your call centre capacity, the dialer/CRM you prefer, and any past results with Canadian financial campaigns. I’m prepared to start with a small daily volume and ramp quickly once quality is proven.