FINANCIAL-READINESS ROUTING
LeadFi runs a soft-credit pre-screen on the leads you already collect, then routes each one by financial readiness — qualified buyers (SQL) to your booking and high-ticket paths, not-yet-ready leads (NQL) to a lower-ticket offer or a follow-on path. It sits behind your existing forms, funnels, calendars, and CRM. It does not generate new leads and it is not a lender.
See it run
Watch how it works, then start free or book a call.
Automated lead routing by financial readiness is a lead-qualification method that pre-screens the leads you already have and sends each one to the right path based on estimated buying power. LeadFi runs a soft-credit pre-screen from name, email, and phone, returns financial-readiness signals, tags each lead SQL (qualified) or NQL (not yet), and routes SQL leads to booking or high-ticket offers and NQL leads to your lower-ticket offers.
Automated lead routing by financial readiness is lead qualification that acts on real buying power instead of guesswork. When a prospect opts in on your own form, LeadFi runs a soft-credit pre-screen using only their name, email, and phone. It returns configurable financial-readiness signals and a routing decision, tagging each lead SQL (financially qualified) or NQL (not yet qualified, with tiers). Qualified leads route to your calendar or high-ticket offer; not-yet-ready leads route to your lower-ticket path. LeadFi sits behind your existing forms, funnels, and CRM, and is not a lender and makes no approve or deny credit decision.
What lands in your CRM
Here is an illustrative CRM lead-enrichment card showing the shape of what LeadFi hands back per lead. The figures below belong to a fictional lead used for demonstration only and are not real consumer data.
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 submits your existing form or funnel with name, email, and phone. Nothing changes for the visitor, and no extra fields are required. LeadFi sits behind the form you already use on Typeform, Jotform, GoHighLevel, ClickFunnels, HubSpot, or a custom build.
In seconds, LeadFi runs a soft-credit pre-screen and returns configurable financial-readiness signals such as VantageScore 4.0, available credit, income, DTI, and funding or financing pre-approval indicators. This soft credit check does not impact the consumer's credit.
LeadFi tags each lead SQL (financially qualified, with tiers) or NQL (not yet qualified) and hands the decision to your CRM. Qualified leads route to booking or your high-ticket path; not-yet-ready leads route to your lower-ticket offer, all without a human sorting the pipeline.
SQL vs NQL
LeadFi turns raw financial-readiness signals into a single routing decision your funnel can act on. Each lead is scored and classified as SQL (financially qualified to buy what you sell) or NQL (not yet financially qualified), with configurable tiers inside SQL so your strongest-fit prospects can be prioritized. You define the thresholds; LeadFi enriches, classifies, and hands the tag to your CRM so the right offer reaches the right lead. LeadFi is not a lender and makes no approve or deny credit 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
Your sales team stops chasing leads who are not yet financially qualified. Financially qualified prospects reach the calendar, so closers spend their time on leads with the buying power to move forward. Reported results vary by business and funnel.
Not-yet-ready leads are not dead leads. Instead of a dead end, NQL prospects route to your own lower-ticket or payment-plan offer, so more of your existing traffic has a path to convert to some form of revenue.
LeadFi never sends or sells new leads. It qualifies, enriches, and routes the leads already flowing into your funnel, adding financial-readiness signals to your CRM so every downstream decision is sharper.
Dev-first
LeadFi ships as a REST API, an MCP server for Claude, Cursor, and other AI agents, and a no-code form-routing script. Send a lead's name, email, and phone; receive financial-readiness signals plus an SQL or NQL routing decision to hand to your CRM. It complements your stack via webhook, API, Zapier, or Make, and never replaces your existing forms or CRM.
POST https://api.leadfi.ai/v1/prescreen
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json
{
"name": "Jane Prospect",
"email": "jane@example.com",
"phone": "+15555550123"
}
// -> { "routing": "SQL", "tier": 2,
// "signals": { "vantagescore_4_0": "...",
// "available_credit": "..." } }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 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.
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