Stop chasing cold contacts. Lead Agent qualifies prospects automatically (with signed applications and bank statements in hand) before you ever pick up the phone.
The old way is costing you time and money
Most funding companies spend hours calling leads who never respond, don’t qualify, or haven’t even heard of them. Between chasing down bank statements, waiting on signed applications, and filtering out dead-end prospects, your sales team is doing everything except closing deals.
Lead Agent flips that model entirely. Instead of your team hunting leads, qualified leads come directly to you… complete with a signed loan application and bank statements already attached.
Step 1: Two inbound capture tools, one powerful backend
Lead Agent gives you two ways to capture visitors the moment they land on your page. First, an embedded survey widget sits right on the landing page (no clicking away, no pop-ups). Visitors answer a few quick questions and self-qualify in place. Second, a proactive chat widget in the bottom corner greets anyone who doesn’t engage with the survey, pulling them into the same qualification flow with a single click.
Both feed into the same backend system, which means every lead, regardless of how they entered, gets processed identically and lands in your pipeline fully packaged.
Fig. 1 – How Lead Agent appears on your site pt 1
Fig. 2 – How Lead Agent appears on your site pt 2
Step 2: The full pipeline, simplified
Every visitor who engages, whether through the survey or the chat, enters the Lead Agent qualification system. It walks them through the process, collects their documents, and verifies eligibility. What comes out the other side is a fully packaged inbound lead: signed loan app, bank statements, qualification confirmed.
“You only call them once you know they qualify.”
That means your closers spend zero time chasing paperwork or filtering out dead ends. Every call they make is a warm, documented, pre-qualified conversation with someone who’s already raised their hand.
Fig. 3 – The Lead Agent pipeline
Why this changes everything for your sales team
Your closers are closers …not researchers. When they spend the first 20 minutes of every call just figuring out if someone qualifies, that’s money left on the table. Lead Agent hands them a warm, pre-qualified contact who has already expressed intent, submitted documents, and is expecting your call.
That’s not a lead. That’s an opportunity.
A Whole Platform for Managing Inbound Leads and Deals… Tailored to How ISOs work. No More Clunky Outdated Enterprise CRMs
Above: The Leads Dashboard where you see all the leads that have come in so far
Above: Advanced Analytics dashboard where you see what part of the process merchants still haven’t completed
Above: Inside the Lead Details page for each lead: Comprehensive overview, and docs available for download as they come in.
Above: Normal Application and Anti-backdoor application available for download
Above: Simple 1-Page PDF Automatically Generated from the details Lead Agent captured while qualifying the merchant. It doesn’t even feel like an application. It just happens.
Above: Block Bad Quality Merchants in Settings Area. Lead Agent will tell them they don’t qualify based on your settings.
Above: Get Email Notifications and Alerts for Any Step in the Process. You have complete control.
Above: Automatic email notifications in your email when leads are coming in generated by Lead Agent
As you can see, Lead Agent is a complete system for generating inbound leads, converting them into deals, and automating your whole workflow as an ISO broker.
Ready to see Lead Agent in action?
See how ISO brokers are using Lead Agent to fill their pipeline with qualified borrowers… without burning out their sales team.
