B2B credit-data enrichment + lead operations

Credit-data enrichment and lead routing for the leads you already have.

After an opted-in lead submits your existing form, LeadFi returns configurable credit-data fields, an SQL/NQL sales classification, a configured tier, and a CRM route. For supported workflows, the lead-facing form can stay name, email, and phone; required consent and lawful-purpose records still apply.

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For lender, mortgage, business-funding, and other permissioned B2B credit-data workflows. LeadFi is not a lender and makes no credit decisions.

Permissioned workflowB2B lead operations
01
Opted-in leadExisting business form
  • Name
  • Email
  • Phone
02
Selected signalsConfiguration and availability vary
  • 01VantageScore 4.0
  • 02Available credit
  • 03Estimated annual income
  • 04Total debt
  • 05Debt-to-income ratio
  • 06Verified address
  • 07Verified age
03CRM routing output
SQL · priority follow-upNQL · nurture

Classification, configured tier, and route are operational outputs—not credit decisions.

Opted-in leads

Permission and purpose stay attached to the workflow.

Soft inquiry

No hard inquiry and no impact to the consumer's credit score.

Your form + CRM

LeadFi works behind the lead flow your team already operates.

Reduced-friction intake

Three lead-facing fields. No address or DOB on the form.

For supported LeadFi workflows, the lead-facing form uses first and last name, email, and phone without asking for address or date of birth. Your business must still present the required disclosures and capture and retain consent and lawful-purpose records.

Lead-facing form

Name Email Phone Address field: not shownDOB field: not shown

LeadFi output

Selected signalsSQL / NQL + tierCRM routeCustomer-configured sales operations

From capture to follow-up

Route each matched lead by your rules.

SQL and NQL are customer-configured sales-operation labels. They determine a follow-up path—not approval, denial, underwriting, or a consumer credit decision.

  1. 01

    Capture

    An opted-in lead submits name, email, and phone on your existing form. Your workflow retains the required consent and lawful-purpose record.

  2. 02

    Enrich

    LeadFi runs the configured permissioned soft-credit pre-screen and returns the selected fields available for that record.

  3. 03

    Classify

    Your configured thresholds assign an SQL/NQL sales classification and tier.

  4. 04

    Route

    SQL routes to priority sales follow-up. NQL routes to nurture or another sales path. An unmatched result follows your configured fallback.

Opted-in leadName · Email · Phone
LeadFi enrichmentSelected fields · Classification · Tier
SQLPriority sales follow-up
NQLNurture or alternate sales path

Selected credit-data signals

Give sales the signals before the call.

Depending on your configured package, permitted use, identity match, and data availability, a returned record may include the following fields.

No example consumer values are shown on this paid surface.

  • 01VantageScore 4.0
  • 02Available credit
  • 03Estimated annual income
  • 04Total debt
  • 05Debt-to-income ratio
  • 06Verified address
  • 07Verified age
  • 080% Interest Pre-Approval

A provider-reported pre-approval status and amount for a promotional 0% intro-card funding path, when available.

The promotional 0% period and all final terms are set by the provider and are subject to underwriting. LeadFi is not a lender and does not approve or deny consumers. No approval, funding, rate, or terms are guaranteed.

Availability and returned values depend on package configuration, identity match, permitted use, provider response, and record availability.

Operational outputSQL or NQL
Customer settingsConfigured tier
Next actionCRM route

Customer-configured sales outputs—not consumer credit decisions.

Optional FCS data package

Full Credit Report from name, email, and phone.

LeadFi's separate Full Credit Summary package can return a Full Credit Report PDF for supported, permissioned business workflows. The lead-facing fields may be first and last name, email, and phone; the production workflow also requires consent metadata and your lawful-purpose controls.

Available only for permissioned business workflows and eligible FCS configurations. Contents vary by identity match, source, permitted use, package configuration, record, and data availability. LeadFi is not a lender and does not underwrite, approve, deny, or communicate consumer credit decisions. This is not a consumer offer to obtain a personal credit report.

Request Full Credit Report Access

Requires an eligible FCS-configured package. Not included in every trial or package.

Lead-facing fields

  • Name
  • Email
  • Phone
Plus required consent metadata
Report may includeFull Credit Report
  • VantageScore 4.0 credit score
  • Available credit limits
  • Derogatory items
  • Tradelines
  • Open and closed accounts
Returned as a Full Credit Report PDF when included in the configured FCS package.

Designed for the stack you already run

Write the result back to the systems you already use.

Use a supported LeadFi API or integration method to submit a permissioned record and write selected signals, classification, tier, and route back to your CRM.

  • Keep your existing form and CRM workflow.
  • Choose which selected fields your configured package returns.
  • Apply your own sales thresholds and routing rules.
SchematicConfirm against current product documentation
input
first_name, last_name, email, phone, consent_reference
output
selected_signals, classification, tier, route

No executable endpoint or SDK claim is shown on this page.

A controlled B2B workflow

Data enrichment—not a credit decision.

LeadFi provides credit-data enrichment and customer-configured sales-routing outputs for permissioned business workflows. LeadFi is not a lender, does not underwrite, and does not approve, deny, or communicate a consumer credit decision.

Customers are responsible for establishing lawful purpose, presenting required disclosures, capturing and retaining consent, and using returned data lawfully. A soft inquiry does not create a hard inquiry or affect the consumer's credit score.

Returned fields vary by configuration, permitted use, identity match, and data availability.

Product + workflow questions

What business teams need to know.

What information appears on the lead-facing form?
For supported workflows, first and last name, email, and phone. Address and date of birth do not have to be requested on the front end. Required consent and lawful-purpose records still apply.
Does the soft inquiry affect the lead's credit score?
No. The configured pre-screen uses a soft inquiry, which does not create a hard inquiry or affect the consumer's credit score.
What fields can LeadFi return?
Depending on configuration and availability, selected fields may include VantageScore 4.0, available credit, estimated annual income, total debt, DTI, verified current address, verified age, and a provider-reported promotional 0% intro-card pre-approval signal, plus SQL/NQL classification, tier, and routing outputs. The provider determines final approval and terms; LeadFi does not approve, lend, or guarantee funding.
Can LeadFi return a Full Credit Report?
Yes. LeadFi's separate Full Credit Summary package can return a Full Credit Report PDF for supported, permissioned workflows, starting with the lead-facing fields of name, email, and phone. Consent date and IP are retained with the request. The report can include credit score, credit limits, derogatories, tradelines, and open and closed accounts. This product has its own package, consent, lawful-purpose, and use-case review requirements.
How does SQL/NQL routing work?
Your business configures the thresholds. SQL routes to priority sales follow-up; NQL routes to nurture or another sales path. These are sales-operation labels, not consumer credit decisions.
Does LeadFi approve or deny anyone?
No. LeadFi does not lend, underwrite, approve, deny, or communicate a consumer credit decision.
Who is this page for?
Business buyers evaluating credit-data enrichment and lead-routing software, including sales and operations teams at U.S. lender, mortgage, and business-funding companies.
Does LeadFi replace our form or CRM?
No. LeadFi works behind the lead flow and CRM your team already uses.

Start with the lead flow you already have

Add credit-data signals and routing to your existing lead workflow.

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B2B software only. No consumer financial product or credit decision is offered.

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