Pre-Settlement Funding Leads: How Funding Companies Buy Live Transfers

Pre-settlement funding leads are plaintiffs with pending personal injury cases who want an advance against their settlement, sold to funding companies by a marketing company. The best form is a live transfer: a plaintiff who has already passed your funding questions, connected to your team while still on the phone, so your underwriters spend their time on cases you can fund.

How do pre-settlement funding live transfers work?

1. You set the funding criteria: case type, attorney representation, where the case stands, and the states you fund in. We write your criteria into the intake script.
2. We run the ads and screen every caller. Calls come from our own ads plus a vetted publisher network, and every caller answers your qualifying questions before anything reaches you.
3. You get the live transfer. Callers who pass your questions go to your line during the hours you set.

What should funding leads be screened for?

Our default pre-settlement funding script checks that:

• The caller has a pending personal injury case.
• The caller is represented by an attorney.
• The case type is one you fund.
• The caller lives in a state you fund in.
• The caller agrees to let you contact their attorney.

You can add anything else to the script.

Why does attorney representation matter?

Most funding decisions depend on the plaintiff's attorney: the case has to be real, active and documented, and the attorney usually has to cooperate with the funding agreement. Screening for representation, and for the caller's agreement to let you contact their attorney, puts your team on calls it can actually fund.

Why buy live transfers instead of funding web leads?

• The plaintiff is on the line. No callback to chase.
• Screening comes first. Callers without a pending case or an attorney never reach your team.
• You pay for qualified calls. A billable transfer is a caller who passed your funding questions and was connected live to your team's line. If a caller fails a question, we do not transfer them and you do not pay for them.

What should a funding company ask a lead vendor?

• Where do the calls come from? Our own ads and a vetted publisher network, through the same intake script.
• Are calls recorded? Every intake call is recorded, and you can get the recording of any call we send you.
• How is consent captured? Every caller agrees to be connected before a transfer, and we capture third-party consent certificates. See our compliance page.
• Do I see each caller's answers? Every transfer is posted to you with the caller's intake answers.
• Is there a volume commitment? None: you buy an order, we deliver it, and you reorder when you want more.

How fast can funding transfers start?

Usually within 24 hours of the signed order. We need the phone number that receives the calls, the hours you take them, and a daily cap.

See pre-settlement funding live transfers, or book a call for pre-settlement funding pricing.