SALES QUALIFICATION
Your closers are burning hours on people who aren't financially ready for the offer. LeadFi puts buyer purchasing power data behind your existing forms and CRM, running a soft-credit pre-screen on the leads you already collect — from just name, email, and phone, after opt-in — then hands back financial-readiness signals and an SQL-or-NQL routing decision. It does not send you new leads and it makes no credit decisions. It simply shows which of your leads have the purchasing power to move forward, so your team spends its time where the readiness is.
See it run
Watch how it works, then start free or book a call.
Buyer purchasing-power data for sales qualification is a financial-readiness signal on each inbound lead — credit standing, available credit, income, and debt-to-income — used to identify who can actually afford your offer. LeadFi runs a soft-credit pre-screen on leads you already have (from just name, email, and phone), returns configurable readiness signals plus an SQL/NQL routing decision, and writes it to your CRM.
Buyer purchasing-power data is the financial-readiness signal that tells you whether an inbound lead can afford what you sell — before a closer ever picks up the phone. Instead of guessing from a name and an email, you see the buying power behind the lead: credit standing (VantageScore 4.0), available credit, estimated income, and debt-to-income. LeadFi generates these signals with a soft-credit pre-screen that runs on leads your business already captured, so a soft pull does not impact the consumer's credit. It then returns a routing decision — SQL for qualified, NQL for not-yet — and hands the enriched, scored lead to your CRM. This is lead qualification and prospect pre-screening, not lead generation and not lending.
What lands in your CRM
Every pre-screened lead comes back as a clean, CRM-ready record — financial-readiness signals plus a routing decision your closers can act on instantly. Below is an illustrative card for a fictional lead handled in a sandbox; LeadFi does not output real consumers' financial figures on this page.
You choose which signals each pre-screen returns. Configure them per package in the dashboard.
Illustrative example for a fictional lead — sample data, not a real consumer. On a live pre-screen LeadFi returns the signals you configure. Soft pull; no impact to the consumer's credit. Not a lender; no credit decisions.
How it works
A prospect fills out your existing form, funnel, or calendar with name, email, and phone. Nothing changes for the visitor — LeadFi sits behind the flow you already run. No new leads are sent, bought, or sold; you qualify the ones you already have.
LeadFi executes a soft-credit pre-screen from just name, email, and phone. It returns the financial-readiness signals you configure — VantageScore 4.0, available credit, income, DTI, and funding or financing pre-approvals. A soft pull does not impact the consumer's credit.
LeadFi applies your thresholds and returns a routing decision — SQL (qualified, with tiers) or NQL (not-yet) — then writes the enriched, scored record to your CRM. Closers get the high-capacity buyers; everyone else routes to a lower-ticket offer or nurture path.
SQL vs NQL
LeadFi turns raw purchasing-power signals into a decision your team can act on without reading a credit file. You set the thresholds; LeadFi applies them consistently to every lead and tags the record so closers know exactly where to spend their time. Tiers are illustrative and fully configurable — LeadFi does not make credit or lending decisions and does not approve or deny anyone.
Defaults shown — every threshold is adjustable, or score by VantageScore 4.0 credit dials instead. These are routing tiers you configure; LeadFi never approves, denies, or lends.
Why it matters
Purchasing-power signals surface the leads with real capacity so your team stops burning hours on people who were never going to buy. Sales time flows to the prospects most likely to close. Reported results vary.
Beyond a yes/no, each record carries VantageScore 4.0, available credit, income, and DTI signals — CRM lead enrichment your closers, offers, and financing paths can all use to tailor the pitch to the buyer in front of them.
NQL leads aren't thrown away — they route to a lower-ticket offer or nurture instead of getting a high-ticket pitch they can't act on. You protect closer time and the prospect's experience at the same time.
Dev-first
Ship it however you work. Call the REST API from your backend, connect the LeadFi MCP server to Claude or Cursor to qualify leads in-agent, or drop in the no-code form-routing script behind an existing form — no engineering required. Every path returns the same financial-readiness signals and SQL/NQL routing decision, ready to write to your CRM.
POST /v1/leads/pre-screen
Authorization: Bearer <api_key>
{
"name": "Jordan Example",
"email": "jordan@example.com",
"phone": "+15555550142",
"signals": ["vantagescore_4", "available_credit", "income", "dti"]
}
// -> { "routing": "SQL", "tier": "A", "signals": { ... } }
// soft pull — does not impact the consumer's creditWho it's for
The math on the leads you already have
Out of every 10 leads, at least half can't afford your offer today. 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.
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.
FAQ
Explore