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I run a Canadian mortgage-refinance and debt-consolidation firm and I’m ready to expand our reach across the province. My sole objective is to bring in qualified, interested homeowners who want to explore refinancing or combining high-interest debt; no cross-sell or upsell is required on the call. Once you capture a prospect’s basic details and confirm interest, my in-house specialists will take over. Scope of work • Place compliant outbound calls to homeowners within the chosen province(s). You may use your own lists or work from fresh data I provide. Freelancers can use either our provided homeowner data or their own sourced data, with higher pay offered for those using their own lists. • Briefly introduce our refinancing and debt-consolidation solutions, verify the caller owns a property, and secure permission for a follow-up from my mortgage agent. • Capture name, best phone number, email, property value estimate, and current mortgage balance; deliver these as real-time posts or daily spreadsheets—whatever integrates best with your dialer or CRM. • Adhere strictly to Canadian Do-Not-Call and CASL regulations; I will supply the script and mandatory disclosures. Acceptance criteria A lead counts as valid when: 1. Homeowner confirms interest in refinancing or debt consolidation. 2. Property is located within the target province. 3. All required contact and mortgage details are complete and accurate. 4. Lead passes a same-day quality check (no wrong numbers, renters, or duplicates). Please outline your call centre capacity, the dialer/CRM you prefer, and any past results with Canadian financial campaigns. I’m prepared to start with a small daily volume and ramp quickly once quality is proven.
Project ID: 40500707
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18 freelancers are bidding on average $3,594 CAD for this job

Working with Akanji has many unique advantages for your provincial mortgage-refinance lead generation project. While other freelancers focus on conventional approaches, I leverage my expertise in CRM Automation and AI Workflows to create a fully automated revenue engine. This means you can sit back and relax while high-quality leads flow into your pipeline consistently and without any data leakage. My core competency in GoHighLevel (GHL) guarantees a potent mix of efficient data management and powerful lead nurturing. From customized snapshot creation to AI voice and chat agents deployment, I provide full account setup, advanced funnel-building, and seamless multi-platform logic. Combined with optimized dialing/CRM capacity, this ensures we handle your lead generation needs accurately within Canadian Do-Not-Call and CASL guidelines. Let's work together to transform your mortgage-refinance firm's operations for the better! Akanji's automation expertise+your domain knowledge=unstoppable business growth!
$4,500 CAD in 14 days
3.8
3.8

Hi, I read through your project for Provincial Mortgage Refinance Lead Generation. You need help with provincial mortgage refinance lead generation. I can build and deliver this efficiently based on the job requirements. This fits well with my experience in Lead Generation, Leads, and Market Research. I can take what you outlined and turn it into a clean final delivery, with attention to Lead Generation and Leads and the details in your brief. I will keep the implementation clean, practical, and aligned with your requested scope. Send me the details and I can start immediately.
$3,000 CAD in 1 day
3.3
3.3

Yes! You are on the right bid. I have read all project details and descriptions regarding Provincial Mortgage Refinance Lead Generation I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
$3,000 CAD in 2 days
1.3
1.3

Outbound calls to homeowners will begin immediately. Targeted lists will be utilized to ensure we reach qualified prospects in your chosen provinces. Validating property ownership is critical. We'll implement a structured approach to confirm ownership before moving forward with interest verification. You will receive real-time updates on qualified leads, including complete contact details and mortgage information. Daily spreadsheets will integrate seamlessly with your CRM for optimal workflow. What specific integration do you prefer for real-time posting of leads? Best, Joseph
$4,000 CAD in 7 days
0.0
0.0

Hello, I can help generate qualified homeowner leads for your mortgage refinance and debt consolidation campaign across your target Canadian provinces. My team has experience with outbound lead generation, appointment setting, and financial-services campaigns. We can work with your homeowner data or source our own compliant lists to scale volume quickly. Our calling process focuses on verifying homeownership, confirming interest, collecting all required mortgage details, and securing permission for a follow-up from your mortgage specialists. We are familiar with compliance requirements and can follow your script, disclosures, DNC, and CASL guidelines precisely. Leads can be delivered in real time through your CRM or via daily spreadsheets. Capacity: Flexible, starting with small daily volumes and scaling rapidly based on performance. Dialer/CRM: Experience with VICIdial, Five9, GoHighLevel, HubSpot, Salesforce, and custom CRM integrations. I would welcome the opportunity to discuss your targets and launch a pilot campaign focused on quality and conversion. Thank you.
$3,050 CAD in 15 days
0.0
0.0

Hi, I read your project details carefully. You need qualified homeowner leads for mortgage refinancing and debt consolidation, not general sales calls. The main focus is to verify property ownership, confirm real interest, collect accurate mortgage/contact details, and pass clean leads to your in-house specialists. I would start with a small daily volume using your approved script, disclosures, and target province rules. I can work from your fresh homeowner data or compliant sourced lists, while making sure calls follow Canadian Do-Not-Call and CASL requirements. Each lead will be checked for interest, location, complete details, duplicates, and wrong numbers before being delivered. For this project, I can provide: * Outbound homeowner calling * Interest and ownership verification * Complete lead data capture * Daily spreadsheet or CRM delivery * Same-day quality review * Script and compliance adherence * Scalable volume after quality is proven I’m comfortable starting with a controlled test batch first, then increasing call volume once the lead quality and process are confirmed.
$3,500 CAD in 12 days
0.0
0.0

Hello , I come to this project with a wealth of experience in both customer service and data entry, making me a fantastic fit for your provincial mortgage refinance lead generation. As a Data Entry Specialist and Virtual Assistant, I've handled numerous administrative tasks such as managing data, organizing spreadsheets, conducting web research, all within tight deadlines. Rest assured that your lead lists would be meticulously managed and updated using the CRM of your preference. My core strength lies in providing reliable, accurate, and timely support; qualities crucial for handling compliance-heavy projects as yours. Your project mandates strict adherence to the Canadian Do-Not-Call and CASL regulations which I understand extensively and will ensure full conformation to their requirements in my work. In addition, my effective communication skills and ability to grasp new concepts quickly will facilitate a smooth transition into driving quality leads. My primary goal is to help businesses like yourself stay organized and efficient so they can concentrate on their growth; I am confident you will appreciate these attributes in my work ethic. Let's partner up and help expand your reach across the province while ensuring unfailing compliance at every step!
$4,000 CAD in 7 days
0.0
0.0

With implementing CRM as the backbone of my operations, I have successfully optimized and managed outbound campaigns for over nine years. My expertise in web development and mobile apps dovetail neatly with the task at hand, allowing me to leverage the software to streamline and structure your lead generation process efficiently. Furthermore, having handled previous projects similar to yours, I am confident in effectively navigating complicated systems and adhering strictly to compliance standards. This will ensure that all communications are compliant with CASL regulations while still being engaging and persuasive, maximizing your chances of successful leads. Finally, my focus on providing quality work aligns perfectly with your acceptance criteria. My attentiveness towards details and stringent quality checks will ensure that you only receive accurate, complete, top-quality leads that hold promise for increasing your business' reach across the province. Choosing me will be a decision you won't regret as I bring not just technical proficiency but also vast experience and a commitment to delivering excellence
$4,000 CAD in 7 days
0.0
0.0

Hi there! Quick question: are you looking to have leads delivered in real-time as we call, or would a daily spreadsheet work better with your team's workflow? Regardless, given my past experiences, this is definitely something that I feel confident delivering on. Kind Regards, Corné
$3,000 CAD in 7 days
0.0
0.0

Interesting project, We will set up a compliant outbound calling operation targeting homeowners in your province, capturing verified refinance and debt-consolidation leads that pass your same-day quality check. Our approach: we will build a pre-scrubbed list against the Canadian DNCL before dialing, flag CASL consent at the point of contact, and push each qualified record into a shared sheet (or your CRM via API) in real time. This keeps your in-house agents working warm leads within minutes, not hours. A couple of quick things to confirm: 1) Which province(s) are we starting with, and do you have a target daily lead volume for the pilot phase? 2) Will you provide the dialer license, or should we run calls through our own predictive dialer and simply post leads to your system? Looking forward to talking through the details. Faizan
$3,342 CAD in 30 days
0.0
0.0

Hi, I understand you need qualified Canadian mortgage-refinance and debt-consolidation leads generated through compliant outbound calling, with homeowner verification, interest qualification, complete contact/mortgage details capture, and adherence to DNC and CASL requirements. I have experience supporting financial-services lead generation campaigns, CRM-integrated lead delivery workflows, data validation processes, quality-control screening, and scalable outreach operations focused on appointment-ready prospects. I would follow your script and compliance requirements, qualify homeowners against your acceptance criteria, deliver leads in real time or daily batches, and implement a clear quality-check process to maximize valid lead rates and support rapid volume scaling. Q1: Which province(s) would you like to target initially? Q2: Do you prefer leads delivered into a CRM, via API/webhook, or through daily spreadsheets? Q3: Will you provide homeowner lists, or would you like the campaign to include externally sourced data? Best regards.
$4,000 CAD in 7 days
0.0
0.0

Orangeville, Canada
Member since Jan 4, 2026
$3000-5000 CAD
$3000-5000 CAD
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$10-30 USD
₹12500-37500 INR
$250-750 USD
₹12500-37500 INR
$10-30 USD
$15-25 USD / hour
$250-750 USD