Loan Lead Generator

Pricing

We quote you, we don’t make you guess

Pricing depends on your asset size, your membership, and how many channels you run, so publishing one number would be wrong for almost everyone reading it. Reach out and you will have a figure on the first call — no discovery process, no proposal cycle.

Pricing

Priced to the size of your credit union

A credit union with 3,000 members and one branch should not pay what a 40,000-member institution pays, so we quote against your size and your channel mix rather than publishing one number for everyone. Tell us who you are and we will give you a figure on the first call — not after a discovery process.

One flat monthly fee whatever the size. No charge per lead, no charge per seat, and no revenue share on the loans you fund — the inquiries are yours, so we do not take a cut of them.

Every plan includes

  • The member assistant on your web chat and messaging channels
  • Loan question handling, qualification, and hand-off to your lending team
  • Appointment booking into your team's calendar
  • Live hand-off to a human whenever a member asks for one
  • Configuration of your loan products, rates, and hours
  • Direct access to the person who builds it
Reach out for pricing

We will walk your channels with you, quote you, and tell you honestly whether this is worth it at your size.

How we model the return

This is arithmetic, not a case study. Here is every assumption behind it, so you can replace any of them with your own figures.

  1. Input

    15–25
    qualified inquiries / month

    Assumes a credit union above roughly 2,000 members with existing traffic on at least one messaging channel. Fewer members or one quiet channel puts you at the low end.

  2. Rate applied

    5–10%
    convert to a funded loan

    A conservative close rate for inbound inquiries a member started themselves. You already know your own number — substitute it and the model still works.

  3. Result

    1–2
    funded loans / month covers the cost

    The interest and fee income on one or two funded loans covers a typical monthly fee. Ask us what that figure is for a credit union your size — everything past it is margin.

Be clear about what this is not

We have no funded-loan results of our own to quote yet. No credit union is live on this platform. Any vendor showing you an average without naming the institutions behind it is doing something we would rather not do — so these are assumptions, labelled as assumptions, and we would rather argue about them with you than have you discover them later.