Credit score
721
Above campaign threshold
Financial pre-qualification for every lead
Know who can buy before your team calls.
SimpleQualify adds credit score, DTI, income, potential financing eligibility, and financial profile data to authorized leads, then sends it directly to your CRM.
✓ Consumer-authorized soft pull
✓ Standard flow without SSN
✓ CRM-ready delivery
JS
Jordan Smith
Qualified
Debt-to-income
31%
Within target range
Income profile
$92K
Annual personal income
Financing eligibility
Meets criteria
Strong profile match
Automations triggered
3
Tagged: Priority prospect✓
Routed: Senior closer✓
Delivered: CRM contact record✓
↗ Better lead routing
◎ Higher-quality signals
Built for offers where financial fit determines conversion
High-ticket sales
Consumer lending
Home improvement
Solar
Medical & dental
Wealth & retirement
Call stronger leads firstPrioritize by financial profile.
Optimize around real qualitySend better downstream signals.
Automate every next stepTag, route, segment, and nurture.
One request. A richer lead profile.
Get the financial signals your funnel is missing.
Turn a standard form fill into a qualification profile your marketing and sales systems can act on.
Credit score
Evaluate every authorized lead against the minimum score your offer requires.
Debt-to-income ratio
Use DTI to separate financially stronger prospects from higher-risk profiles.
Income profile
Receive personal, household, and verified income data when available.
Potential financing eligibility
See whether the returned profile indicates a potential fit for financing.
Risk indicators
Use bankruptcy and credit-freeze indicators as additional qualification signals.
Asset profile
Access investable assets, retirement assets, and real estate equity where available.
Your stack stays the same
SimpleQualify fits between your lead source and your CRM.
You keep your forms, automations, and sales process. SimpleQualify adds the financial data layer, then returns the result wherever your workflow needs it.
-
1
Capture the lead and authorization
Your existing funnel collects the prospect's information and appropriate consent.
-
2
Send one qualification request
Your CRM, Zapier, Make, or custom workflow sends the lead to SimpleQualify.
-
3
Receive the financial profile
SimpleQualify returns the available qualification data with the lead's match ID.
-
4
Let your automation take action
Map fields, apply your rules, route the lead, and trigger the right next step.
{
"match_id": "contact_8675309",
"status": "qualified",
"credit_score": 721,
"dti": 31,
"income": 92000,
"financing_eligibility":
"meets_criteria",
"credit_freeze": false,
"bankruptcy_returned": false,
"return_destination":
"your_crm_webhook"
}✓ Your CRM decides the qualification rules.
Data is only valuable when it changes the next action
Turn financial qualification into better marketing and sales decisions.
SimpleQualify gives every system in your funnel a clearer signal of lead quality.
01
Optimize campaigns toward stronger leads
Send qualified conversion events back to your advertising platform and optimize beyond the cheapest form fill.
02
Map data to every CRM contact
Send qualification data straight to each lead record and route it wherever your workflow requires.
03
Prioritize leads by financial profile
Let your team work the strongest opportunities first instead of treating every lead equally.
04
Route top prospects to top closers
Use your own thresholds to assign higher-value opportunities to the right salespeople.
05
Segment calendars by qualification tier
Reserve premium calendar availability for prospects who meet your strongest financial criteria.
06
Trigger the right nurture automatically
Route lower-fit leads into a different offer or follow-up sequence instead of discarding them.
Flexible delivery
Send the data wherever your workflow lives.
Use a return webhook, automation platform, or custom API integration. SimpleQualify is designed to enrich your existing system, not replace it.
Talk through your workflow →
SimpleQualifyBuilt for high-value customer acquisition
Best for offers where affordability changes the outcome.
Use the same financial qualification layer across different funnels, offers, and lead sources.
High-ticket sales
Prioritize prospects with a stronger ability to finance your offer.
Consumer lending
Screen borrowers against your credit box before delivery.
Home improvement
Align project opportunities with financing qualification signals.
Solar & roofing
Route financially qualified homeowners into priority sales paths.
Medical & dental
Identify prospects whose profile supports financing-dependent care.
Wealth & retirement
Segment prospects using income, asset, and equity information.
Responsible by design
Pre-qualification, not a final credit decision.
SimpleQualify gives your business additional financial signals for lead screening and workflow automation. Final underwriting, approval, suitability, pricing, and financing decisions remain with the appropriate provider.
✓Consumer authorization requiredAppropriate FCRA authorization must be captured before the request.
✓Soft-pull workflowDesigned for pre-qualification without a hard inquiry.
✓Standard flow without SSNThe standard qualification request can use basic identifying information.
Frequently asked questions
What teams usually ask before getting started.
SimpleQualify is built to be a lightweight layer inside the systems you already use.
Ask a questionWhat information can SimpleQualify return?+
Depending on your configuration and data availability, results can include credit score, DTI, income information, potential financing eligibility, credit-freeze status, bankruptcy indicators, qualification tiers, assets, and other financial profile information.
Will this affect the consumer's credit score?+
SimpleQualify uses a consumer-authorized soft-pull pre-qualification workflow. Appropriate authorization is required. The result is not a final underwriting or approval decision.
Is an SSN required?+
The standard qualification workflow can be completed using basic identifying information without requiring an SSN. Optional extended inputs may be supported for specific implementations.
Do we need to replace our CRM?+
No. SimpleQualify is designed to return the data to your existing CRM, webhook, Zapier workflow, Make scenario, or custom integration.
Can we define our own qualification rules?+
Yes. SimpleQualify supplies the available financial data. Your CRM or automation determines what qualifies, which tags to apply, who receives the lead, and what happens next.
Does a qualified result guarantee approval?+
No. SimpleQualify is a pre-qualification and lead-screening layer. It does not guarantee approval, suitability, financing, or a particular customer outcome.
Request access
Build a funnel that knows which leads to prioritize.
Tell us about your offer, your monthly lead volume, and the qualification criteria that matter. We will show you how SimpleQualify fits into your current workflow.
✓ Usage-based qualification
✓ Flexible CRM delivery
✓ Custom qualification logic