Our services

More possibilities.
One connected partner.

Mortgage and financial services. Home improvements and solar. Focused outreach that brings your business into the right conversations.

Mortgage & Equity

Refinance

Outbound campaigns & warm transfers

Refinance Live Transfers

Engage homeowners interested in refinancing their existing mortgage, then introduce interested, qualified prospects to your receiving loan officer team.

  • Interest in refinancing an existing mortgage
  • Homeowner goals and agreed campaign criteria
  • Warm introductions to your receiving team
Discuss This Campaign
Cash-Out Refinance

Outbound campaigns & warm transfers

Cash-Out Refinance Transfers

Reach homeowners interested in accessing equity through a new mortgage. A warm introduction lets your team continue the conversation about available cash-out refinance options.

  • Interest in accessing equity through refinancing
  • Homeowner objectives for the conversation
  • Qualification criteria defined with your team
Discuss This Campaign
Home Equity

Outbound campaigns & warm transfers

Home Equity Live Transfers

Connect with homeowners interested in home equity options, including HELOCs and home equity loans. Your receiving team explains the products and assesses eligibility.

  • Interest in HELOC or home equity loan options
  • Homeowner needs and campaign alignment
  • Direct handoffs to your loan officer team
Discuss This Campaign

Financial & Business

Debt Settlement

Outbound campaigns & warm transfers

Debt Settlement Campaigns

Start conversations with people interested in discussing debt settlement services. We support outreach and warm introductions so your team can explain its offerings and assess whether the service fits their circumstances.

  • Prospect interest in debt settlement services
  • Qualification criteria agreed with your team
  • Introductions to your receiving specialists
Discuss This Campaign
Tax Services

Outbound campaigns & warm transfers

Tax Services Campaigns

Connect individuals or businesses seeking tax-related assistance with your team. Define the tax services you offer and the prospects you want to engage before launching an outreach campaign.

  • Interest in the tax services your business offers
  • Audience and campaign requirements
  • Live introductions to your service team
Discuss This Campaign
Business Loans

Outbound campaigns & warm transfers

Business Loan Campaigns

Engage business owners interested in financing options and introduce suitable inquiries to your team. Your receiving specialists discuss products, terms, and eligibility.

  • Business financing interests and objectives
  • Your target business profile and campaign criteria
  • Warm handoffs to your financing specialists
Discuss This Campaign
Other Financial Services

Outbound campaigns & warm transfers

Financial Services Campaigns

Looking for outreach beyond our listed financial campaigns? Tell us about your service, intended audience, and receiving process so we can discuss campaign fit and the support your team needs.

  • Additional financial service campaign inquiries
  • Your offering, audience, and qualification criteria
  • A support approach agreed before launch
Discuss This Campaign

Home & Energy

Home Improvement

Outbound campaigns & warm transfers

Home Improvement Campaigns

Start conversations with homeowners interested in improving their homes. Define the types of projects, target markets, and qualification criteria relevant to your business, then connect interested prospects with your receiving team.

  • Homeowner interest in home improvement projects
  • Project types and target markets you serve
  • Introductions to your home improvement team
Discuss This Campaign
Solar

Outbound campaigns & warm transfers

Solar Campaigns

Engage homeowners interested in discussing solar options and introduce interested prospects to your team. Your receiving specialists handle the consultation, property assessment, and available service details.

  • Homeowner interest in solar options
  • Your target markets and campaign criteria
  • Warm introductions to your solar specialists
Discuss This Campaign

Built around your team

Define the fit before
the first introduction.

Your campaign criteria

Discuss your service, target markets, prospect qualifications, and the support your team wants.

Your receiving availability

Align the handoff process and calling schedule with your team’s availability for live conversations.

A clear introduction

Agree on the handoff and information your specialists need to continue the conversation.

Oraa Tech provides outreach and warm live transfer support. Service consultations, product terms, eligibility, and decisions are handled by the receiving provider.

Common questions

A few things
to know.

Have a specific campaign in mind?

Talk to us
What is a warm live transfer?

A warm live transfer introduces an interested prospect to your receiving team while the prospect is on the phone, so your specialist can continue the conversation directly.

Which campaigns do you support?

Our campaigns include mortgage refinance, cash-out refinance, home equity, debt settlement, tax services, solar, home improvement, business loans, and other financial service inquiries.

How do we plan a campaign around our team?

Share your service, intended audience, target markets, and receiving availability. We’ll discuss qualification criteria and a campaign approach that fits your needs.

Can we discuss a financial service that isn’t listed?

Yes. Choose “Other Financial Services” on the inquiry form and describe your offering. We’ll discuss campaign fit and the support you need.

Who explains service details to the prospect?

Your receiving provider or specialist team explains its products or services, assesses eligibility or suitability, and handles service terms and decisions.

Let’s build a partnership

Bring your next campaign
into the conversation.

Let’s Partner