Real-time financial qualification for high-ticket businesses

What's their buying power?

Trusted by 400+ 7–9 figure brands

You're already collecting name, email, and phone. Here's what those three fields are actually worth.

LeadFi runs a real-time soft-credit pre-screen on every lead you capture — your existing list and every new one — from just name, email, and phone, and hands back each lead's true buying power, scored and ready to route. It sits behind your existing forms, funnels, and CRM. It is not lead generation, and it is not a lender. It's a real-time soft credit pull using a true credit-bureau integration. No estimations, no ranges, no guesswork — just true, accurate financial data.

Free 14-day trial · 20 pre-qualifications included · card verified, not charged · cancel anytime.

Soft pull — no impact to their credit Experian · TransUnion · Equifax No SSN / address required from the lead

Watch a contact get pre-qualified.
This is exactly what your CRM gets back.

Your opt-in form

Full name
Email address
Phone number

Soft pull · no impact to their credit

This is not a real soft pull. It's an example of the data points that land in your CRM contact record when a lead fills out your form.

Sits behind the stack you already run — it complements, it doesn't replace

GoHighLevelHubSpotCloseSalesforcePipedriveZohoKeapOntraportCalendlyOnceHubZapierMaken8nGoogle SheetsClickFunnelsWordPressHYROSCortana AISegMetrics

See it run

Watch how it works, then start free or book a call.

Full transparency — here's exactly how it works

Three fields in. Verified buying power out.

No address. No date of birth. No SSN. LeadFi's patented identity-matching pinpoints the person from just name, email, and phone with ~99.9% certainty (reported · results vary), then runs a soft-credit pre-screen directly with all three major bureaus — Experian, TransUnion, and Equifax. It is a soft pull: it never impacts the lead's credit.

Name Email Phone …and nothing else required.
  • VantageScore 4.0 credit score Actual credit standing — VantageScore 4.0.
  • Available credit limit How much room they have to spend right now.
  • Funding & financing pre-approvals Whether they can get funded or financed, incl. a 0% intro-card path. Subject to underwriting; not a lender.
  • Annual income Verified earning power — not what they typed in.
  • Total debt What they already owe.
  • Debt-to-income (DTI) How much more they can take on.
  • Verified current address Confirmed, straight from the bureau.
  • Verified age Confirmed, no self-reported guesswork.

Configurable depth

Full credit-report summary

Derogatories, fraud alerts, freezes, open/closed accounts, tradelines — for credit-stacking, mortgage, and auto teams.

Asset & net-worth data

Investable + retirement assets, real estate, 401k/IRA, brokerage — for capital-raisers, accredited-investor work, and life insurance.

Exact numbers, straight from the bureaus — not ranges, scrapes, or estimates.

You define what "qualified" means

Every lead comes back scored: SQL or NQL — and you set the bar.

SQL

Can afford what you sell → route straight to the calendar.

NQL

Can't afford it yet → low-ticket, payment plan, or nurture. Nurture is alignment, not punishment.

Pick how you want to score. Two ways. Both fully adjustable.

Default. Tiers track how much capital a lead can actually access. Every threshold is adjustable in Settings.

  • Tier 0Funding / financing lead — default $100k/yr income, 50% DTIFinance
  • Tier 3Access to ≥ $50kSQL
  • Tier 2Access to ≥ $30kSQL
  • Tier 1Access to ≥ $10kSQL
  • Below Tier 1Under the bar → NQL (nurture / low-ticket / plan)NQL

Tier thresholds are scoring definitions you control — not a lead's figures, and not pricing.

Score by money they can access, or by their actual credit score. You decide where the line sits — LeadFi tags and routes every lead against it automatically.

For builders

Building with AI agents? We have an MCP.

If you build on Claude Code, Cursor, Codex, Antigravity, or any IDE/agent stack, qualify leads inside your own AI ecosystem. Generate a token, hand the snippet to your agent, it self-installs in seconds. Your agent then runs real pre-qualifications and gets back verified buying power, in real time.

  • Installs in seconds
  • Works where you build — Claude, Cursor, Codex, Antigravity, any IDE
  • Resell prequalified leads — hand off verified financial capability instead of raw name/email/phone. Bigger value-add, better margin.
Claude Cursor Codex Antigravity
Get your MCP credential starts with the free trial

Prefer REST? Full API docs, Quickstart, and a sandbox to test on example data — without burning credits.

# Works with Claude, Cursor, Antigravity — any IDE/agent stack.
# Generate a token, hand this to your agent, it self-installs in seconds.

> "Pre-qualify the new leads in my CRM and route the SQLs to the closer calendar."

# Your agent calls the LeadFi MCP tool:
leadfi.prequalify({
  name:  "Jordan Marsh",
  email: "jordan@northway.co",
  phone: "+15125550142"
})
# <- { classification: "SQL", tier: "Tier 2", route: "calendar" }

One script. Total control.

Only the financially-fit reach your calendar.

Drop one LeadFi script on any form you already use — Typeform, JotForm, HubSpot, GoHighLevel, ClickFunnels, WordPress — and every opt-in gets pre-qualified the instant it submits. SQLs route straight to your calendar for speed-to-lead. Everyone else is redirected to an offer that fits their budget — a low-ticket product, a payment plan, or nurture. You control who sees what, and who gets to book.

TypeformJotFormHubSpotGoHighLevelClickFunnelsWordPress
  1. 1Lead submits your existing form
  2. 2LeadFi pre-qualifies in real time
  3. SQL→ your calendar NQL→ the right offer

Your funnel doesn't change. Who reaches your sales team does.

Stop training the algorithm on broke leads

Feed Meta, Google, and TikTok the data that actually matters.

Most ad accounts optimize toward "booked a call" or "bought" — but anyone can scrape together a deposit. Inject LeadFi's qualified data into Meta, Google, and TikTok via their conversion APIs, and the platforms start optimizing toward real income, real VantageScore 4.0, and real available credit. Your ads learn to find more financially-qualified buyers — not just more leads.

Lay the financial signal on top of every conversion — not just "they bought," but "they bought, and had the buying power to begin with."

Two ways to feed the signal: Conversion API — straight to Meta, Google & TikTok Hyros — for tracking-grade attribution

MetaGoogle AdsTikTok HYROSCortana AISegMetrics
~40% average reported lift in qualified leads for clients running ads with LeadFi. Average reported · results vary.

Qualify, then act

From three fields to the right action — in seconds.

  1. 1 Capture A lead opts into your existing form or funnel — name, email, phone.
  2. 2 Pre-screen LeadFi identifies them (~99.9%, reported) then runs a soft pull across all three bureaus.
  3. 3 Score Each lead is tagged SQL or NQL on the tiers and thresholds you set.
  4. 4 Act Route SQLs to the calendar, monetize NQLs, train your pixel, surface who can finance — automatically.

MCP for AI-agent builders · API for platforms · no-code (webhook · Zapier · Make · done-for-you CRM) for everyone else. Works alongside GoHighLevel, HubSpot, Close, Hyros — it complements your stack, it doesn't replace it.

High volume? Let's build it right.

For teams and platforms running serious lead and application volume.

Processing thousands of leads or applications a month — or want custom integration, marketing-attribution and sales-enablement buildout, a dedicated account manager, and Slack access? Let's design around your stack.

How many leads / applications / API calls per month?

Pick your volume to see the right path.

The math on the leads you already have

See what your funnel could be worth with LeadFi.

Out of every 10 leads, at least half can't afford your offer today — so your team burns hours on people who were never going to buy. Move the sliders to your numbers, then stack the optimizations LeadFi unlocks and watch where your revenue could go.

Optimizations you'd turn on

Each % is an average reported by LeadFi clients — illustrative, and your results will vary.

Financing is provided by third parties and is subject to their approval — LeadFi flags who may be a fit; it isn't a lender and doesn't approve or fund anyone.

Your revenue today$1.0M/mo$12,000,000 / yr · 125 closed / mo
With LeadFi$1.8M/mo$21,840,000 / yrIllustrative — not a forecast.
1.8× revenue+$9.8M added per year

Estimates for illustration only — not a guarantee, prediction, or promise of earnings. This is a best-case stack with every optimization working together — most businesses turn on only some, and these levers overlap in real funnels, so combined results are usually lower than the numbers multiplied together. Every figure is hypothetical and individual results vary; your actual outcome depends on your offer, traffic, pricing, and execution. LeadFi provides the financial-readiness data and routing — it is not a lender, makes no credit decisions, and does not guarantee revenue, funding, or approval.

Pricing

Start free, or book a call — see pricing inside.

Spin up a free account and pricing is right there in your dashboard — no sales call required to look. Want a walkthrough first? Book a call and we'll map the right setup to your volume.

Start free no card charge — verified only Book a call

Usage-based: a free tier to start, then you pay for what you pre-qualify. Full pricing is shown the moment you sign up — never hidden behind a call.

You don't need more leads. You need to know which of the leads you already have can actually afford to buy.

Run your first 20 pre-qualifications free. See the buying power behind every name on your list.

Trusted by 400+ high-ticket 7-, 8-, and 9-figure brands.

Start free — get your API key