See buying power as leads opt in →

Know the buying power of your leads before your team calls.

As leads opt in, SimpleQualify delivers available financial signals—including credit score, DTI, income, assets, and potential financing fit—straight to your CRM, so marketing can find better prospects and sales can prioritize follow-up.

Create account → ▶ See how it works
✓ Name + phone + email
✓ No SSN or DOB
✓ Soft pull only
↗
Marketing optimizationBetter-fit lead signal sent
Live
#
Sales prioritizationSenior closer assigned
Done
app.simplequalify.ai / qualification
Secure
Buying-power profile

Jordan Smith

Lead opted in · CRM contact matched · SQ-24918

Meets criteria
Credit score
721Strong match
Your minimum 680+ 41 points above threshold
%DTI
31%
Within target range
$Income
$92K Annual personal income
Potential financing eligibility ✓ Meets criteria
Strong profile
Next steps3 actions complete
  • ↗Marketing signalBetter-fit event sent to MetaDone
  • #Sales priorityPriority prospect added to CRMDone
  • ⇢Sales assignmentAssigned to senior closerDone
Buying powerCredit scoreDebt-to-incomeIncomeAsset profilePotential financing fitSent to CRM
From opt-in to next action

Put every lead’s financial fit to work.

SimpleQualify sends available results into the systems your team already uses—helping marketing improve lead quality, sales prioritize follow-up, and your workflows trigger the right next step.

01 Opt-in trigger 3 fields only

Turn a simple opt-in into a buying-power profile.

After a lead opts in, their name, phone number, and email start the SimpleQualify request. Available financial-fit insights return to the matching CRM contact. No SSN or date of birth is required, and there’s no hard credit inquiry.

02 Conversion feedback Event ready

Route each lead to the right page—and give Meta a clearer signal.

When a lead matches your criteria, you can send them to a priority page and fire a configured conversion event. Other leads can follow a different path, while financial details remain in your CRM.

03 Sales prioritization Rules active

Get the best-fit leads to the right salesperson first.

Use your financial criteria to rank follow-up, assign an owner, or move a lead into nurture—automatically.

04 CRM delivery Connected

Put buying-power insights where your team already works.

Add each result to the right CRM contact so sales can prioritize follow-up without changing systems.

From opt-in to the right next step

Turn buying-power insight into better marketing and sales decisions.

Each result lands on the right CRM contact, giving marketing better lead-quality feedback and sales a clear way to decide who to follow up with first.

01 ◎
Lead opts in

Name, phone, and email enter your funnel.

3 fields
Match
02
Buying power revealed

Credit score, DTI, income, assets, and potential financing fit are matched to the lead.

Ready
Deliver
03 ⇢
Teams know what to do next

The result reaches your CRM for targeting, prioritization, and follow-up.

In CRM
01 / Acquisition

Help campaigns find better-fit leads

Send financial-fit feedback to your ad platforms so they can optimize beyond the form fill.

Smarter acquisition
02 / Prioritization

Put best-fit leads first

Use buying-power signals to rank follow-up and route each prospect to the right salesperson while intent is fresh.

Priority follow-up
03 / CRM record

Give sales a clearer next step

Keep financial-fit signals on the CRM contact so your team can segment leads, tailor follow-up, and report on lead quality.

Buying power in your CRM
Built around the way you sell

See who fits each offer before your team follows up.

Choose the financial signals that matter for each offer, then prioritize and route leads based on fit.

High-ticket sales

See who has the buying power for your offer.

As prospects opt in, see who matches the financial profile your offer needs and route the strongest fits to your most experienced salespeople.

Credit score above 680 DTI below 40% Income above your target
OutcomeMore sales time focused on prospects who match your criteria.
Built for the tools you already use

Put buying-power insights inside your existing workflow.

As each lead opts in, SimpleQualify matches available financial signals to the right contact and sends them to your CRM—ready for marketing and sales to prioritize, route, and follow up.

  • ✓ Keep each result tied to the right lead
  • ✓ Give marketing and sales the context each team needs
  • ✓ Connect with HubSpot, GoHighLevel, Zapier, Make, webhooks, or your API
Create account → Talk to our team →
Result sentLead opt-in
Delivered 
{
  "match_id": "contact_8675309",
  "criteria_status": "match",
  "credit_score": 721,
  "dti": 31,
  "income_range": "90k_100k",
  "financing_fit": 
    "potential_match",
  "return_destination": 
    "your_crm_webhook"
}
✓ Profile deliveredsq_req_9f2ac1
Webhooks Zapier Make GoHighLevel HubSpot Salesforce Close Custom API
Useful before the first conversation

Pre-qualification that guides follow-up—not final decisions.

Use available financial signals to decide who to contact first and where each lead should go next. Final approval, suitability, pricing, and financing decisions remain with the appropriate provider.

Create account →

Qualification begins at opt-in

The lead completes the consent step in your form when submitting their name, phone number, and email.

Check fit without affecting the lead’s score

SimpleQualify uses a soft pull for pre-qualification—not a hard credit inquiry.

Only the contact details they already submit

Use the lead’s full name, phone number, and email—no SSN or date of birth needed.

Frequently asked questions

How SimpleQualify fits your funnel.

From lead opt-in to CRM delivery, here’s what your team—and your leads—can expect.

What does a lead submit?+
After completing the opt-in consent step, the lead submits only their full name, phone number, and email. No Social Security number or date of birth is required, and SimpleQualify uses a soft pull that does not affect their credit score.
What will my team learn about each lead?+
Depending on your configuration and the data available, SimpleQualify can add credit score, DTI, income, potential financing fit, credit-freeze status, bankruptcy indicators, qualification tiers, investable assets, retirement assets, real estate equity, and other financial profile data to the lead’s CRM record. Your team can use those signals to segment and prioritize follow-up.
Will this affect the lead’s credit score?+
No. Once the lead opts in, SimpleQualify uses a soft pull, which does not create a hard inquiry or affect their credit score. The result is for pre-qualification only; it is not a final approval.
Does it work with our current CRM?+
Yes. Results can go straight to your CRM or the webhook, Zapier, Make, or custom workflow you already use.
Can we decide what makes a lead a good fit?+
Yes. You choose which available financial signals matter for each offer and what should happen next—how a lead is tagged, who receives it, and which workflow runs.
What does “meets your criteria” mean?+
It means the lead matched the rules you set. It is not a guarantee of final approval, pricing, suitability, financing, or any specific customer outcome.
See it in your funnel

Know who to prioritize the moment leads opt in.

Tell us what you sell, how leads enter your funnel, and what financial fit looks like. We’ll show you how to put those insights into your CRM and turn them into better marketing and sales decisions.

01

Define a good-fit leadChoose which signals matter—credit score, DTI, income, assets, and potential financing fit.

02

Connect your CRMKeep each result tied to the lead and ready for your workflow.

03

Act on every resultHelp marketing improve targeting and sales prioritize follow-up.

See SimpleQualify in action Talk with our team