HIGH-TICKET QUALIFICATION
Your closers are burning hours on leads who were never going to buy. LeadFi is lead qualification software for high ticket sales: it runs a soft-credit pre-screen on the leads you already collect — from just name, email, and phone, after they opt in — then scores each one on ability to pay, SQL (qualified) or NQL (not yet), and routes it. The soft pull does not impact the consumer's credit. It doesn't send you new leads and it doesn't lend money. It just tells you where to spend your reps' time first.
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Lead qualification software for high-ticket sales pre-screens the leads you already capture by financial readiness — who can actually afford the offer — before reps spend time. LeadFi runs a soft-credit pre-screen from just name, email, and phone, returns buying-power signals like VantageScore 4.0, income, available credit, and DTI, then tags each lead SQL or NQL and routes it. Not lead generation. Not a lender.
Lead qualification software for high-ticket sales is a tool that scores inbound leads by financial readiness — their real ability to afford a premium offer — so closers spend time only on prospects who can actually buy. Instead of ranking leads on form fields or behavior alone, LeadFi runs a soft-credit pre-screen on leads you already have and labels each one sales-qualified (SQL) or not-yet-qualified (NQL). It sits behind your existing forms, funnels, calendars, and CRM. It is qualification and routing of your own leads — never lead generation, and never a credit decision.
What lands in your CRM
After a lead opts in on your own form, LeadFi writes a financial-readiness record straight into your CRM contact — here is an illustrative example of the signals and routing decision it returns (fictional lead, handled separately from any real consumer).
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. Financing figures are estimates. Not a lender; no credit decisions.
How it works
A lead opts in through the form, funnel, or calendar you already run — name, email, and phone. Nothing changes for the lead, and no SSN or address is required from them. LeadFi sits behind the flow with a consent reference on every call.
LeadFi identifies the person from those three fields and runs a soft-credit pre-screen across the bureaus. It is a soft pull, so it does not impact the consumer's credit. Back come financial-readiness signals: VantageScore 4.0, available credit, income, total debt, and DTI.
Each lead is tagged SQL or NQL against tiers and thresholds you set, then handed to your CRM. Sales-qualified leads route to the closer's calendar for speed-to-lead; not-yet-qualified leads route to a lower-ticket offer or a payment plan they can actually afford. You can also feed qualified events to your ad pixel via conversion APIs.
SQL vs NQL
Qualification is not one-size-fits-all, so LeadFi lets you set the bar. Score leads by the money they can actually access, or by their VantageScore 4.0 credit standing — or both — and place the SQL/NQL line where your economics demand. LeadFi tags and routes every lead against your thresholds automatically. VantageScore 4.0 is a pre-screening signal, not a lending decision.
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
The core high-ticket problem isn't lead volume — it's that a large share of inbound leads can't afford the offer. Pre-screening by financial readiness puts your closers in front of prospects with real buying power, so calendar time goes to people who can actually say yes. Reported results vary.
Not-yet-qualified leads aren't thrown away. LeadFi routes NQLs to a low-ticket offer or a payment plan — so the leads you already paid to acquire keep producing revenue instead of clogging a closer's pipeline, while qualified buyers move fast.
Feed qualified, buying-power signals back to Meta, Google, and TikTok through their conversion APIs. The platforms optimize toward financially-ready buyers rather than just more form fills, so your acquisition spend compounds into better-qualified pipeline. Reported results vary.
Dev-first
LeadFi ships three ways to qualify the leads you already have: a REST API, an MCP server for Claude, Cursor, and any agent stack, and a no-code form-routing script. Generate a token and pre-qualify a captured lead in one call — you get back a classification (SQL or NQL), a tier, and a routing decision. The API returns routing, not raw credit literals, so your code never handles a consumer's financial values directly.
curl -X POST https://api.leadfi.ai/v1/prequalify \
-H "Authorization: Bearer $LEADFI_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"name": "Jordan Marsh",
"email": "jordan@northway.co",
"phone": "+15125550142",
"consent_ref": "consent_9f12ab"
}'
# -> { "classification": "SQL", "tier": "Tier 2", "route": "calendar" }Who 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 LeadFi's own illustrative model assumption for that lever — we have not measured what LeadFi clients achieve on average.
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.
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