The majority of the time, loan officers will be introduced to clients via a Live Transfer. Live Transfers occur when an Opcity Customer Success Representative (CSR) successfully screens a client to speak with a loan officer. Text messages are then sent to qualifying LOs, and the first LO to click the “click-to-claim” link will win the lead and will receive a phone call from Opcity to be introduced to the client.
If a lead isn't connected to a lender via Live Transfer, our CSRs will introduce the client and LO through text and email - called a Warm Connection.
Warm Connections occur when:
- The client wants to speak to a lender in the Opcity network but does not have time at that particular moment.
- The CSR attempts to make a Live Transfer but no lender partners are available.
- A real estate agent requests an Opcity lender for their client.