Financial Services · Lending

Loan / Insurance Lead Qualification

Reach and qualify every finance lead in under a minute and book a licensed advisor.

Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Detects a new lead from a comparison site, web form or CRM, and calls or messages within the SLA window via Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk.
  2. Qualifies basic eligibility, product interest and intent using a standard, compliant intake script (no advice given).
  3. Matches the lead to the right loan officer or insurance agent, via the CRM's specialization roster, based on product type and complexity.
  4. Runs a soft credit pre-qualification or coverage screening where consented, via the relevant API — never a lending/coverage decision made by the agent itself.
  5. Books the licensed advisor directly, written to the LOS/policy system.
  6. Writes a clean record to the CRM with consent captured and logs the routing outcome.

Data sources

Lead sources Advisor calendars CRM

What it targets

  • Leads reached in SLA Target 90%
  • Qualified → advisor booked Target 35%
  • Time to first contact Target 60s