Integrations Lead sources
Direct Marketing Media runs its own ads and sells phone-verified mortgage leads, including purchase, refinance, HELOC, VA, DSCR and non-QM, either exclusively or shared with a set number of buyers. It posts each lead to your CRM by webhook as it arrives. Its own line on DSCR leads: "You compete on speed to call."
Direct Marketing Media, a Charleston ad shop running lead programs since 2008, sells “phone-verified web leads and inbound calls.” On the mortgage side that covers purchase, refinance, home equity (HELOC) and FHA/VA leads. It also covers DSCR leads (“rental property investors asking for a loan qualified on the property’s rental income”) and non-QM leads for bank-statement, 1099 and asset-depletion borrowers. A web lead confirms their phone number with a text code before the form submits, and each lead carries a TrustedForm certificate “so the consent record travels with the lead.”
You set the filters per program. Mortgage leads filter by state, credit score range, veteran status, loan purpose and timeline. DSCR leads filter by purchase, rate-and-term or cash-out, plus state and property type. Non-QM leads filter by income type, documentation, occupancy and credit events. DMM doesn’t publish prices. It sets them per program after you apply, and its terms ask for full payment up front and ten days’ notice to cancel.
DMM lets you choose: each mortgage borrower is “sold to you alone or shared with a set number of buyers.” A DSCR lead is “sold to one lender, or shared with up to three.” On a shared lead, the investor who just asked about a rental loan is about to hear from other lenders, and DMM’s own advice is that “You compete on speed to call and the terms you offer.”
Read the return terms carefully. DMM’s program pages say “Return rules are written into your agreement before the first lead.” Its general terms say “all sales are final. No refunds, credits, or partial reimbursements will be issued for any reason.” Ask which one your agreement follows. Either way, a good lead you call an hour late doesn’t qualify for a refund.
DMM says “We post each lead to your CRM by webhook as it comes in,” and buyers usually go live within a day of onboarding. Point that webhook at Callingly and the AI Agent can call the lead straight away:
Already have DMM posting into your CRM? If it’s one Callingly connects to, either directly, like HubSpot or Salesforce, or through Zapier, start the Callingly call from the CRM instead and leave DMM’s setup as it is.
Either way, match DMM’s delivery to your team’s call hours. The AI Agent calls each lead that arrives inside your team’s call hours as soon as it lands, and only between 8 AM and 9 PM in the lead’s time zone. For leads outside those hours, add an AI call to the sequence’s Outside Business Hours branch, or turn on its “Wait until next business hours” step so the call goes out at the next time that fits both your call hours and the lead’s window. Callingly calls DMM’s web leads. Its inbound calls ring your own line.
Within your team’s call hours, each new lead gets a call from the AI Agent as soon as it reaches Callingly, plus texts in the same sequence if you want them. The AI Agent asks your qualifying questions (for a DSCR lead, the property, the rent and the purchase timeline) and warm-transfers the live borrower to a loan officer who’s free. When nobody is, it offers a callback at a time the borrower picks. When the borrower doesn’t answer, the followup sequence keeps calling and texting on your schedule.
Buy DSCR leads elsewhere too? See Rabbu and Connected Investors, or the rest of a mortgage team’s lead flow.
DMM doesn’t publish prices. It sets pricing and coverage per program after you apply, “based on your markets and volume.” Its application asks for a monthly budget, from under $5,000 to over $50,000, and its terms ask for full payment up front.
You choose. Each mortgage borrower is “sold to you alone or shared with a set number of buyers,” and a DSCR lead is “sold to one lender, or shared with up to three.” If you buy shared, expect other lenders to call the same borrower.
Get it in writing. DMM’s program pages say “Return rules are written into your agreement before the first lead.” Its terms say “all sales are final” and no credits will be issued “for any reason.” Ask which one your agreement follows before you buy.
No credit card required.