Why live matters
The Harvard Business Review study of 2,241 US firms found that companies which tried to contact a lead within an hour were nearly seven times as likely to qualify it as those that tried an hour later, and more than 60 times as likely as those that waited a day or longer. A record that lands the next morning has already lost most of that advantage before anyone dials.
What arrives
The record carries everything collected and checked in the earlier stages, so the first call starts where the enquiry left off.
- Name, the verified mobile number and email
- Loan purpose, rough amount, employment type and property status
- State and postcode, and timing in the enquirer's own words
- The time stamp and consent record for the enquiry
- The campaign and ad the enquiry came from, for your own tracking
What to have ready
Map the fields into your CRM before day one, not after a hundred records have landed in the wrong place. Decide who is on the phone and when. A lead called back in ten minutes is a different conversation from the same lead called at seven that evening, and delivery cannot fix a callback rota. The last stage, tuning the campaign on which records answered, is described under lead generation campaign optimisation.
Where the record has been
Every record delivered has passed duplicate lead checking against everything already sent to you. It is exclusive to you. It is not sold again to three other brokers in the same postcode.
Who this is not for
A practice with nobody on the phone. Live delivery into a CRM that nobody watches until Friday is a spreadsheet with extra steps. If the callback cannot happen within the hour on most days, fix that before the campaign starts, because delivery speed cannot make up for it.
What it costs
Delivery is inside the fixed cost per lead agreed before the campaign runs. No integration fee, no retainer, no lock in. A record that fails on arrival is reviewed within five business days and replaced or credited when confirmed invalid.