We make the intro.
You close the deal.

Live transfers with ready-to-buy prospects — plus the data to close them.

How it works
app.tryintro.com / transfers

Live Transfers

Total Live Transfers
4,067
Closed Won
643
Closing Rate
16%
3,320 leads pending
Total Pipeline
$231M
Closed Revenue
$26M
Top Closer
$8.4M closed
Live transfers by day
02-1302-2603-1203-2604-0904-2305-07
Search lead or business…
160 of 4,680
Date
Lead
Business
Closer
Status
Score
Amount
May 7
Pending to Close
28
$2M
May 7
Pending to Close
40
$2.1M
May 6
Closed Won
91
$1.28M
May 6
Closed Won
87
$1.58M
May 5
Pending to Close
52
$718K
May 5
Closed Lost
34
$2.4M
Avg. Score
62
Avg. Time to Close
4.2d
Closing Rate
19%
Avg. Deal Size
$2.94M
Closing Rate Ranking
#
Closer
Closing rate
Closed
1
●
33%
220
2
●
24%
160
3
●
19%
120
4
●
14%
80
5
●
8%
60
Revenue per closer
#
Closer
Avg deal
Revenue
1
●
$4.3M
$34.4M
2
●
$2.58M
$28.4M
3
●
$2.64M
$21.2M
4
●
$2.80M
$16.84M
5
●
$2.56M
$10.24M
app.tryintro.com / transfers
Live Transfers
Refresh Feb 2 - May 8, 2026
Total Live Transfers
203
Closed Won
32
Closing Rate
16%
166 leads pending
Total Debt
$51.4M
Enrolled Debt
$4.72M
Top Closer
Jimmy McCarthy
25% · 7 of 28
Live transfers by day
02-13 02-26 03-12 03-26 04-09 04-23 05-07
Search lead or business…
All Statuses All Closers Sort by Date 234 of 234
Date
Lead
Business
Closer
Status
Score
Amount
May 7
Michael Vaughn
CANTERBURY COURT
Nicholas Cergol
Pending to Close
28
$100,000
May 7
Joseph Letourneau
Pest Control Solutions
Ethan Cross
Pending to Close
40
$105,000
$4M+ in 90 days · one client
$500K single deal closed
154 live transfers · $3M+ closed
Real conversations · not leads
No retainers · no setup fees
AI-native engine
Closing intelligence on every call

Real conversations
with ready-to-buy prospects.

i
Intro now
Live Transfer Ready
Marcus Johnson — $420K file, pre-qualified, high intent. Ready to connect now.
Pre-framed transfers

The prospect already knows why they're on the call. Your closer skips qualification and goes straight to the decision.

Robert Kim · live recording
03:14 / 08:14
Recordings + feedback

Every transfer is recorded. Every closer gets feedback. You see what worked and what didn't — within minutes.

Speed to lead
4.8×
More live conversations than chasing leads on your own. Real-time delivery — your closer picks up while the prospect is still hot.
Real-time delivery

Leads go cold in hours, not days. We connect them while they're still ready to talk.

We tell you exactly
how to close them.

J. Williams · $500K file
12m 04s
34 / 100
R. Martinez · $420K file
9m 47s
88 / 100
Score every call

A $500K deal scored 34/100. Without Intro, no one would've known why it died. With Intro, the gap was clear in seconds.

Where the $500K deal died
Actionable
  • No discovery on competing offers. Never asked who else was in play.
  • Soft CTA at 09:50. Didn't lock the next step on this call.
  • Missed price anchor. Didn't return to the $400K cap.
  • Recurring CTA weakness. Same mistake in 3 of last 5 calls.
Feedback per call

Specific. Timestamped. Actionable. Your closer knows exactly what to fix before the next call.

Closer ranking · 30 days
142 calls
01
R. Martinez
88
02
A. Chen
79
03
K. Thompson
64
04
J. Williams
34
Closer ranking

Compare closers across deals, products, and objections. Find the rep with the recurring weakness. Coach with data.

Transfer. Analyze.
Close more.

01

Transfer

We deliver a qualified prospect live to your closer — already pre-framed on why they're on the call.

02

Analyze

Every call recorded, transcribed, scored. Patterns surfaced across closers, products, and objections.

03

Diagnose

We show you exactly where deals are slipping — by closer, by call type, by product, by objection.

04

Close more

Your closers know the fix before the next call. The same mistake stops repeating. Conversion compounds.

Common questions.

Who is Intro for?
US financial providers — life insurance brokers, mortgage companies, real estate investors, MCA, and other financial services. Anyone who closes deals on the phone and is paying for leads they can't reach.
What's a "live transfer"?
A qualified prospect on the phone, right now, ready to talk to your closer. Pre-framed, pre-qualified — they already know why they're on the call. Your closer skips qualification and goes straight to the decision.
How is Closing Intelligence different from a regular call recorder?
A recorder gives you audio. We score every call, surface recurring weaknesses per closer, and tell you exactly what to fix — by closer, by call type, by product, by objection. Heatmaps, ranking, and actionable feedback included.
Do you charge a retainer?
No. We get paid when we deliver qualified live transfers — no setup fees, no retainers, no commitments to "manage" anything.
How fast can we go live?
Most clients are taking live transfers within days of access. Access is invite-only and capped — join the waitlist and we'll reach out as we open.
Which CRMs do you integrate with?
Salesforce, HubSpot, Slack out of the box. Custom integrations via API for any CRM you're using.

Stop dialing.
Start closing.