Lead Distro AILead Distro AI
Lead distribution for financial services

Financial services lead distribution for lending, debt, and credit-repair leads

State-license routing, per-lead consent capture, DNC scrubbing, and audit logs — built for the most regulated lead categories outside of healthcare.

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State-license routing
Per-lead consent log
DNC scrubbing
Audit-ready

Built for how compliance-first financial services lead operators work

State-license routing

Only deliver financial services leads to lenders, agencies, or attorneys licensed in that state for that product — auto-enforced before delivery.

Per-lead consent capture

Capture and store the exact opt-in language, IP, timestamp, and source for every lead. Survives TCPA and state AG audits.

Tier-aware scoring

AI filters by credit tier, loan amount, and debt range so financial services leads only route to buyers with matching minimums.

Per-lender P&L

Track cost-per-funded-loan, not just per lead. See which sources, campaigns, and lenders actually print profit.

Everything you need for financial services lead distribution

Distribution Engine

Multi-product campaigns, custom field mapping, and per-lender caps with state-licensure enforcement.

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Smart Routing

Priority, weighted, and round-robin distribution across exclusive and shared lender networks.

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Ping Post

Real-time auctions across multiple lenders — every loan-quality lead sells at the highest live bid.

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Pay-Per-Call

Tracking numbers, IVR pre-qualification, and call recording for inbound finance shoppers.

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Call Tracking

Source-level call attribution and recording — every shopper call tied back to the ad source for compliance and CPA reconciliation.

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Cost Tracking

Unified Meta and Google ad spend with cost-per-funded-loan attribution and per-tier blended CPL.

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See it run on your stack

Book a 20-minute demo or spin up a 7-day free trial. Cancel anytime within 7 days.

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Financial services verticals running on Lead Distro AI

From personal loans to bankruptcy — every regulated finance vertical fits.

Personal Loans

Unsecured personal-loan leads with credit tier, loan amount, and state filters.

Debt Settlement

Debt enrollment leads with debt range, credit, and state minimums.

Debt Consolidation

Consolidation-loan leads matched to lenders by tier and debt amount.

Credit Repair

Credit-repair enrollment leads with score range and state filters.

Tax Relief

Back-tax-debt leads with debt amount and state filters.

Student-Loan Refi

Federal and private student-loan refi leads by balance and degree status.

Business Loans

MCA, term-loan, and SBA leads with revenue and time-in-business filters.

Crypto / Trading

Investment leads with consent, suitability, and accredited-status checks.

Bankruptcy

Chapter 7 / Chapter 13 leads routed to attorneys by state and debt amount.

Go deeper on financial services lead distribution

How operators in this vertical are running it on Lead Distro AI.

Vertical guide

Best Lead Scoring Software

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Reference

Lead Distribution Glossary

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How it works

What Is Pay-Per-Lead?

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Why Companies Switch

Don't take our word for it. Here's what companies say after switching.

G2G2
5.0/5
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5.0/5
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Simple, Transparent Pricing

One platform. Pick your volume. Unlimited pings at every tier.

All-in-One Platform

How many leads do you send per month?

7 Days Freethen $299/mo

Up to 2,500 leads/month

Unlimited pings, dupe checks, webhooks

No setup feeMonth-to-monthUnlimited pings & dupe checks

Everything included

  • Unlimited campaigns
  • Advanced AI scoring
  • Profit clarity dashboard
  • Meta ad spend tracking
  • Webhook integrations
  • Multi-touch attribution
  • Automated P&L reports
  • Custom buyer filters
  • Buyer portal
  • Email & Slack reports
  • Duplicate detection
  • Ping-post distribution
  • Lead returns
  • Inbound filters
  • Stripe billing integration
  • Google Sheets delivery

Call tracking & routing

$2/mo

Local numbers

$3/mo

Toll-free numbers

$0.04

Per minute

$0.005/min

Call recording

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Starter perks

Service & support unlock as you scale.

  • Standard email support
  • Onboarding session

Unlock by upgrading

  • Priority support (24h SLA)
  • Dedicated onboarding manager
  • Private Slack channel
  • Dedicated account manager
  • SLA guarantees
  • Custom integrations build priority

At 2.5K leads

$299/mo

$0.120/lead average

$0.15/lead over plan limit

Talk with Our Team

See how Lead Distro AI fits your workflow. Pick a time and we'll walk you through it.

See it run on your stack

Book a 20-minute demo or spin up a 7-day free trial. Cancel anytime within 7 days.

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Financial services lead distribution FAQs

Does Lead Distro AI capture per-lead consent for financial services compliance?

Yes. Every ingested financial services lead stores the exact opt-in language, source URL, IP address, timestamp, and field-level mapping in an immutable audit log — usable in TCPA defense and state AG inquiries.

Can I block leads from states where my lender isn't licensed?

Yes. Per-buyer state-license filters auto-enforce on delivery. Out-of-license routes are blocked at the engine level and surfaced in the rejection report so you can adjust traffic, not get a compliance complaint.

Can the platform route by credit tier or debt range?

Yes. Field mapping ingests credit-tier and debt-range fields from the lead source, and per-buyer filter rules route only matching leads — including AND/OR logic for complex tier matrices.

Does the platform integrate with lender CRMs like Velocify and HubSpot?

Yes. Standard webhook delivery, documented API, and Google Sheets fallback push leads into Salesforce, HubSpot, Velocify, GHL, or any custom lender CRM.

How is cost-per-funded-loan tracked?

Per-conversion (CPA) billing recognizes revenue when the lender's CRM marks the lead as funded — via the buyer outcome webhook or a portal status update — and reconciles cost-per-funded across sources, campaigns, and tiers.

Still have questions?

Book a 20-minute demo and we'll walk through your exact use case, or spin up a free trial and explore on your own.

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Ready to route your financial services leads?

Start a 7-day free trial — first compliant lender leads route in under 5 minutes.

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