Buying mortgage leads involves more than comparing a quoted price. Your brokerage needs to understand who the inquiry is from, how it reaches your team, and whether it fits the loans you serve.
Use these resources to prepare your questions, compare options consistently, and learn from an actual test.
Start with the DSCR lead buyer checklist
Work through sourcing, verification, freshness, sharing, delivery, and test planning before choosing a provider.
Read the buyer checklist01 · Compare formats
Shared vs. exclusive DSCR leads
Understand what each label means, what it does not tell you, and the questions to ask about sharing and delivery.
Compare shared and exclusive leads02 · Review the record
What belongs in a DSCR lead?
Review a sample systematically. Separate information supplied by the prospect from information independently checked.
Use the lead data checklist03 · Assess the supplier
Evaluate mortgage lead vendors
Compare documentation, purchase terms, delivery, and issue handling before your team commits to a test.
Read the vendor evaluation guide04 · Measure your test
Mortgage lead test calculator
Enter your own spend and results to calculate costs per outcome and observed funnel rates. No assumed conversion rates.
Open the free calculatorA practical order for your first test
- Define fit. List the states, property types, financing purposes, loan sizes, and timelines your team can serve.
- Review evidence. Examine a sample, ask how the data was collected, and clarify what the provider has actually verified.
- Plan the handoff. Decide who receives each inquiry, how your team responds, and where outcomes are recorded.
- Review one cohort. Follow the same group of delivered leads from contact through application and, when available, funding.
These resources are for mortgage brokers, lenders, and teams buying leads. They help structure a purchasing decision; they do not predict the performance of any provider.