Licensing footprint and product eligibility criteria
Document the rules your receiving team uses, including any exclusions and required permissions.
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PROPERTY & HOME · MORTGAGE LEADS & TRANSFERS
Bring your mortgage team the right starting point.
Scope refinance, cash-out or VA-focused lead delivery and transfer campaigns around your lending footprint.
For mortgage lenders, brokers and agencies.
BUYER-DEFINED REQUIREMENTS✦AGREED COMMERCIAL TERMS✦REVIEWED BEFORE LAUNCH
A BETTER BRIEF, A BETTER START
Align the details
before delivery begins.
Use BITS as the starting point for a managed engagement. Service availability, provider fit and campaign capacity are confirmed through review.
Required fields and permitted acquisition methods
Agree the workflow, evidence and ownership so both teams know what a successful handoff means.
Duplicates, acceptance and reconciliation
Set acceptance, reconciliation and reporting expectations in writing before delivery.
YOUR CAMPAIGN, YOUR CRITERIA
Let’s define a useful first brief.
Tell us what you need. Continue to the buyer application to add your company and contact details, then submit everything together for review.
- 01 Choose your delivery model
- 02 Describe the requirement
- 03 Submit your buyer application
This step prepares your brief. Nothing is submitted until you complete the application.
GOOD TO KNOW
Set expectations early.
What are the rates and available capacity?
These are quoted after BITS reviews your market, service scope, delivery requirements and current availability. No rate, volume or outcome is guaranteed by this page.
How is the campaign approved?
Submit the buyer application. BITS reviews your business and requirements, then confirms the scope and commercial terms before any pilot. Regulated activities require appropriate buyer and provider credentials.
What about consent, scripts and data handling?
For lead and call campaigns, agree permitted sources, contact permissions, approved scripts, evidence and rejection rules before launch. For outsourcing, agree confidentiality, system access and data-handling responsibilities. Do not submit customer records in this initial brief.
Can my agency apply?
Yes. Use the agency application for a separate agency dashboard and permissions.