Live Transfers & Appointments from Borrowers Ready to Talk

We connect you with interested homeowners looking to lower their payment or pull cash out — transferred live or booked directly into your CRM for follow-up.

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Key Benefits

Screened for interest in Mortgage Solutions
Live Transfer or Appointment Leads
CRM & Dialer Integration
TCPA- Compliant Outreach

Live Transfers for Mortgage Lending

We connect you with homeowners in real time — no chasing, no aged leads. Each contact is screened for interest in loan solutions like lower monthly payments or cash-out options and transferred to your team while they’re engaged.

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Book a Discovery Call

Appointment Setting with Borrowers Open to Talking

Some borrowers can’t speak immediately but are open to a future conversation. We book a time that works for them and send it straight to your CRM or calendar for your team to follow up.

Perfect for:

Homeowners comparing options before deciding
Borrowers not available to speak right away

You Receive:

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This is perfect for you and your lenders if your sales team is vague, inconsistent, or struggling to get enough live contacts per day to submit and fund loans. You can’t close what you can’t pitch.
If your team isn’t consistently presenting 2–3 loan opportunities a day, staying competitive in today’s market will be extremely challenging. We help fill that gap with borrowers who are open to hearing options — so your team can focus on converting, not hunting.

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Our Process — Engineered for High ROI

Define Your Ideal Prospect

We align with your business goals and screen criteria to qualify only the right leads. Tell us the industries, titles, company sizes, and regions you want to target.
We Build the Script & Outreach Plan

We create messaging aligned with your offer and ensure it's designed to generate real conversations — not just clicks.
We Engage & Set Appointments or Transfer Live

When a business expresses interest and agrees to speak, we either transfer them immediately or book a time that works for them and your team.
You Get Conversations Delivered

You receive scheduled meetings in your CRM or live calls sent to your sales floor — with all the setup, reminders, and email confirmations handled.

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Our Competitive Advantages

Prospect Targeting & Smart List Building

We segment your market into high-intent profiles and build clean, verified contact lists tailored to your business goals.
Script Development & Rebuttal Refinement

Trinova builds persuasive scripts and live objection trees that evolve based on real call feedback. Our writers craft messaging that aligns with your offer and the psychology of your ideal customer.
A/B Testing & Experimentation

After your audience and script are aligned, we launch micro-campaigns to A/B test variations in messaging, tone, and rebuttal handling. Our goal: find the version that resonates most with your prospects — and scale it fast.
Voice-Personalized Outreach at Scale

Live agents reach out with personalized first lines, conversational tone, and local presence dialing. We don’t just call — we build rapport and uncover genuine interest.
Performance Optimization & Campaign Insights

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Lead Data Enrichment

We supercharge lead profiles using AI enrichment and trusted third-party data sources. Whether it’s pulling business insights, social signals, or contact verification, we turn basic lead data into actionable intelligence — so your team knows exactly who they’re speaking to.

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Real Results: Lower Cost. Better Leads.

A mortgage broker cut lead cost by 58% and more than doubled appointment conversions after switching from digital ads to Trinova’s live outreach team.

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Remote Healthcare – 3X Patient Bookings A telehealth startup replaced missed follow-ups with live outreach, booking 3X more patients at 50% lower acquisition cost.

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B2B Business Financing – 3X Lead Volume at One-Third the Cost A commercial financing firm was relying heavily on cold email and direct mail to drive new business, with limited success and rising costs. Trinova launched a voice-based outreach campaign targeting small business owners, resulting in 3X more qualified leads at just one-third of their previous cost per lead.

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