The LeadFi platform

Everything you need to qualify and route the leads you have — and the ones still coming in.

Self-serve API + MCP keys, drop-in no-code Form Routing, manual and bulk prequalification in the dashboard, a full audit-trail request history, and configurable financial-readiness data packages — you choose what each prequalification returns. Built for engineers, agencies, and underwriting teams alike.

Start free — get your API key Book a call

20 prequalifications · 14 days · $0 today — card on file, we don't charge you.

Real-time soft pull — no impact to their credit Experian · TransUnion · Equifax No SSN / address required from the lead

Self-serve developer access

Generate your own API & MCP keys

No sales call to get started. Create your account, generate a key in the dashboard, and start prequalifying. Keys are shown once — copy and store them securely. A separate MCP key connects LeadFi to Claude, Cursor, or any MCP client.

Self-serve key generation — API and MCP, separately
POST a lead, get an SQL / NQL classification and a route back, in real time
MCP — qualify leads from inside your agent
Sandbox + "How to use the API" docs included on every plan

Get your API key

# Pre-qualify a lead you already have
curl -X POST https://api.leadfi.ai/v1/prequalify \
  -H "Authorization: Bearer $LEADFI_API_KEY" \
  -d '{
    "name":  "Jordan Marsh",
    "email": "jordan@acme.com",
    "phone": "+15125550142",
    "consent_ref": "consent_9f12ab"
  }'

import { LeadFi } from "@leadfi/sdk";

const leadfi = new LeadFi(process.env.LEADFI_API_KEY);

const result = await leadfi.prequalify({
  name:  "Jordan Marsh",
  email: "jordan@acme.com",
  phone: "+15125550142",
});
// -> { classification, tier_label, route, consent_ref }

# Add the LeadFi MCP server in Claude or Cursor,
# then ask your agent:

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

# <- { classification: "SQL", route: "calendar" }

Full transparency — what comes back

From name, email, and phone — here's what each prequalification returns

A real-time soft-credit pre-screen across Experian, TransUnion, and Equifax identifies the person at ~99.9% certainty (reported · results vary), then hands your CRM the financial-readiness signals below — elements of the credit report, not a full report. It is a soft pull: no impact to their credit. Not a lender; no credit decisions.

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 into your form.
Total debt & DTI
What they already owe — and how much more they can take on.
Verified address & age
Confirmed straight from the bureau — no self-reported guesswork.

Illustrative of the data points that can land in your CRM — you configure the depth per prequalification (see “data packages” below). Sample fields, not a real consumer.

Marquee feature BETA

Form Routing — drop one script tag, auto-qualify every submit

Paste a single <script> tag onto your form. Every submission runs a prequalification automatically, then redirects the visitor by their result — no engineer required. Works with Typeform, Jotform, GoHighLevel, and most form builders.

One paste-in script per route — grab it from the dashboard
Redirect SQLs, NQLs, and unverifiable submissions to different destinations
Nurture is alignment — send NQLs somewhere genuinely useful, not a dead end
No code: marketers and agencies ship it themselves

Form Routing · setup

Form submit Prequalify Redirect

SQL → /book-a-call

NQL → /nurture-offer

Error → /thank-you

For lenders, brokers & underwriting teams

Configurable financial-readiness data packages

Choose what each prequalification returns. Configure your data packages once inside the dashboard, then every request comes back with exactly the financial-readiness signals your team is set up to use — nothing more, nothing less.

You decide the depth that fits your workflow and your compliance posture. Set it up in the dashboard during onboarding; the welcome walkthrough covers your options.

Package options and what they return are configured in your account — there's no fixed public menu. Your advisors help you pick the right depth for your use case.

Buyer-fit — SQL / NQL + tieralways on

VantageScore 4.0 + available creditconfigurable

Income, total debt & DTIconfigurable

Assets & net-worth dataconfigurable

Full credit-report summaryconfigurable

Illustrative — you set which signals each prequalification returns in the dashboard. VantageScore 4.0.

No developer? No problem

Run prequalifications right in the dashboard

You don't have to touch the API to get value. Qualify one lead at a time, or upload a list and run a batch.

Manual run

Pick your data package, enter a lead's name, email, and phone, and get an SQL / NQL routing decision back — no code.

Bulk import

Upload a list of the leads you already have and run the whole batch through prequalification at once.

Reuse anywhere

Every run — API, MCP, Form Routing, manual, or bulk — lands in the same request history with a routing result.

Dashboard & usage

See your volume and split at a glance

Track requests over time and watch your SQL vs NQL split. The dashboard shows totals, successes, errors, and your qualified rate — operational metrics about your usage, never a lead's financial values.

Requests over time, total / success / error counts
SQL and NQL counts and rate at a glance
Operational signals only — no lead's numbers on the chart

1,284

Requests

812

SQL

472

NQL

Activity log · request history

A complete, exportable audit trail

Every prequalification is logged with the date, contact, status, and SQL / NQL result, plus a consent reference. Filter it, review it, and export it to CSV for your records and your compliance review.

Date · contact · status · qualification result · consent reference
Filter by status, result, or date range
One-click CSV export for ops and compliance
Routing results only — no lead's financial numbers in the log

Request history

Date	Lead	Status	Result
06-27	J. Marsh	Success	SQL
06-27	A. Lopez	Success	NQL
06-26	R. Patel	Success	SQL
06-26	D. Kim	Error	—
06-25	S. Owens	Success	SQL

Filtered · 1,284 records Export CSV

Onboarding & expert help

Get to your first routed lead — fast

Self-serve from minute one, with help when you want it.

Welcome & course

A short welcome video plus a tutorial course covering data points and how to go live — built into the dashboard.

Done-for-you setup

On a paid plan, our dev/support team helps wire — or fully builds — your webhook / API / MCP integration into your CRM and marketing stack.

Live expert calls

Book consults on marketing attribution & ad optimization (Hyros / conversion-API) and on advanced sales & lead management.

Monetize & finance

LeadFi Capital

LeadFi helps you know who can buy. PayFull helps them pay.

For your customers

Consumer financing

Open follow-on paths for qualified buyers with consumer financing options via PayFull and partners — so a "yes" isn't blocked by how they pay today.

For your business

Business funding

Explore business funding options to grow on your own terms. Availability, terms, and eligibility are determined by the funding partners.

Financing is provided by third-party partners; eligibility, terms, and availability vary and are subject to approval.

Pricing

Start free, scale when you're ready

Simple usage-based pricing. Start the free trial — you'll see your plan options and configure your data packages when you sign up.

Free trial

$0today — card on file, we don't charge you

20 prequalifications · 14 days
API + sandbox + MCP
Manual & bulk runs + Form Routing
Activity log + CSV export

Start free

Make the same lead flow worth more — starting with your next 20 leads.