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.

7-day free trial5-minute setupCancel anytime
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.

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.

Loved by Agencies

See why leading performance marketing agencies trust Lead Distro AI.

Verified on G2

This software's capabilities, personalization and potential are great! We switched from LeadProsper to Lead Distro AI and never looked back. It's relatively new, and they have a roadmap in place for new features they'll be adding to the platform in the future. We sell MVA leads and the dashboard makes it very easy to understand our P&L. We can analyze performance and get AI suggestions about what to improve with our campaigns. Definitely check them out!

SF

Samantha F.

Customer Success Specialist, Small-Business

We switched to Lead Distro and within a month, our close rate jumped. The AI scoring is insanely accurate. It’s like having a dedicated analyst on the team.

AR

Alex Rivera

CEO, Rivera Legal Marketing

Before Lead Distro, we were manually routing leads in spreadsheets. Now everything is automated. The profit dashboard alone saves us 10+ hours a week.

SC

Sarah Chen

Director of Operations, LegalFlow Agency

The cost attribution feature is a game-changer. We finally know exactly which campaigns generate the best margins, not just the most volume.

MJ

Marcus Johnson

Partner, Apex Media Group

Simple, Transparent Pricing

No hidden fees. One plan. Pick your volume.

Most Popular

How many leads do you send per month?

7 Days Freethen $299/mo

Up to 2,500 leads/month

500K platform actions/mo included— pings, dupe checks, webhooks

No setup feeMonth-to-monthAI scoring included
  • Unlimited campaigns
  • Advanced AI scoring
  • Profit clarity dashboard
  • Meta ad spend tracking
  • Automated P&L reports
  • Custom buyer filters
  • Priority support
  • Buyer portal
  • Email & Slack reports
  • Duplicate detection
  • Ping-post distribution
  • Lead returns
  • Stripe billing integration
  • Google Sheets delivery
Start My 7-Day Free Trial

$0.15/lead if you go over your plan limit

Custom

Custom

For agencies processing 30K+ leads/month

  • Everything in paid plans
  • Dedicated account manager
  • Custom integrations
  • SLA guarantees
  • White-label options
  • Advanced API access
  • Dedicated Slack support access

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.

Ready to route your financial services leads?

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