Customer demand for mortgage, refinance, and homeowners insurance professionals, delivered one introduction at a time instead of as a shared list.
Apply to PartnerPersonal information is handled to a HIPAA-compliant standard.
Financial Services Customer Acquisition is how Handvetted generates demand for licensed mortgage and insurance professionals. People who are buying a home, considering a refinance, or reviewing their homeowners coverage find Handvetted and are introduced to one verified professional. It is part of our Internet Marketing Service.
Financial shoppers are used to filling out one form and hearing from a dozen lenders or agents. Handvetted does the opposite. Each ZIP code is reserved for one partner per vertical, so the person you speak with was not handed to your competitors at the same time.
Financial services acquisition covers two verticals: mortgage and refinance, and homeowners insurance.
Partners in these verticals must hold active credentials, NMLS registration for mortgage professionals and state licensing for insurance professionals, and every introduction is handled to the same HIPAA-compliant standard.
Introductions for licensed professionals, matched by state and ZIP code.
People financing a new home purchase.
Rate-and-term and cash-out refinance inquiries.
HELOC and home equity questions, including renovation funding.
Coverage for homes people are buying.
Homeowners looking for a second opinion on current coverage.
People exploring options after a renewal notice.
Four steps from a financial question to your introduction.
A person in your area wants to buy, refinance, or review coverage.
Search, content, and campaigns bring them to the right service page.
Intake captures what they are looking for.
The licensed partner holding that ZIP code and vertical is introduced.
Introductions built for regulated, relationship-driven work.
Shared rate-shopping lists turn every conversation into a race.
You are not one of a dozen callers on the same person's phone.
Careful handling suits lending and insurance.
People reach out to a professional who has been verified.
Here is how introductions usually arrive.
Matched to ZIP codes where you hold credentials.
Each introduction includes what the person is looking for.
Introductions and recordings handled to a HIPAA-compliant standard.
Businesses that tend to get the most from this program.
NMLS-licensed professionals who want one-to-one conversations.
Licensed agents who want people seeking a real review.
Lenders and agencies licensed across several states.
The customer acquisition engine behind every Handvetted introduction, in one place.
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Learn moreCapture and measurementShort, service-specific forms that capture project details before any introduction.
Learn moreCapture and measurementEvery call tied to its source and service area through your dedicated tracking number.
Learn moreMortgage and refinance, and homeowners insurance.
Every introduction is handled to a HIPAA-compliant standard, vendors that touch sensitive data sign business associate agreements, and recordings are stream-only.
Yes. Each ZIP code is reserved for one partner per vertical, so no competing lender or agent in your vertical receives the same introduction.
Yes. Mortgage partners must hold active NMLS registration and state licensing, and insurance partners must hold active state insurance licensing.
Start with the partner application and share the states where you are licensed.
Apply to become a verified partner and receive one-to-one introductions in your licensed states.
