RMA Data Plus
Financial data and mortgage documents representing precision mortgage prospect identification

Mortgage Lender Marketing

Marketing for Mortgage Lenders

RMA Data Plus's proprietary prospect database allows mortgage providers the opportunity to identify their customers who are, based on their credit information, in-market for a new mortgage, refinanced mortgage, or equity loan.

shield FCRA-Compliant monitoring Bureau Portfolio Monitoring home New, Refi & Equity Loans
verified Full-End Service Provider for the National Credit Reporting Agencies
monitoring Bureau Portfolio Monitoring
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Proprietary Mortgage Data

Identify in-market mortgage customers before your competitors do

Our mortgage prospect platform leverages bureau portfolio monitoring to surface customers who are actively in-market — whether shopping for a new home, refinancing, or seeking an equity loan. One of the first companies to use bureau portfolio monitoring in a lead generation process.

  • check_circle Home Improver, Debt Consolidation, and Re-Fi programs
  • check_circle Over 500 criteria selects available
  • check_circle NCOA & CASS certified output files
  • check_circle Firm offer via mail or phone
  • check_circle FCRA / FTC prescreen-compliant
Financial data network visualization used to identify in-market mortgage prospects
Mortgage lending team reviewing FCRA-compliant prospect campaign data
Focused Campaigns

Three Mortgage Programs

Each program is designed to identify the right customer at the right stage of their mortgage journey — from equity extraction to debt consolidation and refinance.

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Program 01

The Home Improver

Identify credit-qualified customers that have sufficient balance for an equity loan or refi cash out. Creating the first touchpoint for your customer.

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Program 02

The Debt Consolidation

Identify your customers who are credit-qualified and have revolving debt and sufficient balance for debt consolidation. Determine which customers need you most.

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Program 03

Re-Fi

Identify credit-qualified customers positioned to refinance their existing mortgage into better terms — and reach them with a firm offer while the rate opportunity is live.

Once the list is determined, you launch the qualified lead via a firm offer via mail or via phone. FTC guidelines on prescreening apply.

Mortgage Data Criteria

Over 500 criteria selects — built for mortgage precision

Our mortgage prospect database supports granular campaign selection. Key criteria include:

check FICO Score
check Most Recent Mortgage Date Open
check Conventional Mortgage Highest Balance
check FHA Mortgage Highest Balance
check VA Mortgage Highest Balance
check Home Equity Loan Current Balance

And more — over 500 criteria selects total. Final output files are NCOA & CASS certified. FTC guidelines on prescreening apply.

Calculator and financial documents representing mortgage data and criteria selection for lender campaigns
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Ready to Find In-Market Mortgage Customers?

Connect with our data specialists to build a targeted mortgage prospect pipeline.

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