Simple onboarding with clear steps. Buyers complete access, verification, and delivery setup in minutes. No complex integrations or long approval cycles.
Set your filters, choose your delivery method, and start receiving leads.
All leads pass validation, dupe checks, and compliance filters before delivery.
Buyers control filters, caps, delivery windows, and routing rules.
Every lead includes full borrower consent and submission timestamp.
Lead Buyer Onboarding Steps and Setup Guide
Account Access
Buyers receive access to their account after completing the initial setup form. Access includes delivery settings, routing controls, caps, schedules, and filter options.
Set your filters, choose your delivery method, and start receiving leads.
Verification
Basic verification confirms buyer details, delivery method, and business information. This ensures clean routing and prevents misdirected leads. Verification is quick and required before leads begin flowing.
Delivery Setup
Buyers choose their delivery method: email, CRM, or API. Most buyers already know their preferred setup and can connect their CRM or platform in a few minutes. Delivery settings can be updated at any time.
Routing Configuration
Routing rules determine where leads go and how they are distributed. Buyers can route by state, lead type, exclusivity, or custom filters. Routing ensures each lead reaches the correct team or system without manual work.
Caps and Schedules
Buyers set daily or weekly caps along with delivery windows. These controls help teams manage volume and maintain consistent follow‑up. Caps and schedules can be adjusted as needed.
Final Review
Once access, verification, delivery, routing, and caps are set, buyers are ready to begin receiving leads. The system handles all delivery and routing automatically.
- Compliance & Policies
- Scrubber Rules
- Become a Lead Buyer
Set your filters, choose your delivery method, and start receiving leads.