Lead intake and distribution

FinLeadGen software for buyers, sellers and brokers.

Intake · screening · rules · auction · decision ledger

What does Exchange do?

Exchange takes leads in — from your site, from a call, from a partner. It checks every one before it goes to a buyer and hands it to whoever your rules picked. Every lead shows what happened to it.

Every service keeps its own copy of your lead

One service collects the forms, another checks duplicates, a third hands leads out, the invoices live in a spreadsheet and the do-not-call lists in a separate file. The lead travels between them and either arrives twice, or loses half its fields, or stops halfway.

Exchange holds the whole path. A lead arrives from your site, from a call or from a partner and goes through the same checks whoever sent it. Then it leaves under the rule you wrote for that buyer, that vertical and that state. If a buyer refuses, the source is told why instead of guessing where everything went.

You write the rules: which sources to trust, what a lead must pass, who sees it, in what order and when the auction opens. Our job is to apply them the same way on every lead. You can change a rule yourself; no developers needed.

What we check before a lead goes to a buyer

Format: Phone, email, postcode and any field of yours arrive in the shape you defined.
Duplicates: A new lead is checked against those you already took — on your fields and over your window.
Do-not-call lists: Numbers and addresses on your lists never reach a buyer.
Vertical: A lead is checked against the vertical it claims to be: if the answers do not line up, it does not pass.
State: A buyer only sees leads from the states where they hold a licence and have people.
Consent: The exact wording the person ticked is stored with the lead.
Source: Every source sends under its own credentials and sees only its own leads.
Return: If it does not pass, it goes back to the source with a reason, not in silence.

How a lead moves through Exchange

Step 1. Connect your sourcesBring your site forms, calls and partners into Exchange. Each source gets its own credentials and shows up separately in the report.
Step 2. Set the checksChoose what a lead must pass: format, duplicates, do-not-call lists, vertical, state, the person's permission. If it does not pass, it never reaches a buyer.
Step 3. Write the distribution rulesHand leads out by priority, by weight, by cap, by a set of filters or by a rule written for one buyer. The rules are yours, and so is changing them.
Step 4. Open the auctionBuyers see part of the lead and name a price. When a bid wins under your rule, the full details go to the winner only.
Step 5. Open any leadYou see which checks it passed, which buyers saw it, what they answered and who ended up with it.

How does the auction pick a buyer?

First a buyer sees only what is needed to name a price — and nothing beyond that. Exchange shows the lead to those whose filters it fits and collects the answers: a bid, a refusal, or silence past the deadline you set.

Then your rule decides. Give it to one buyer — the one who offered most. Give it to several until their caps are used up. Hold a floor price and send anything below it back to the source with a reason. Only the winner gets the person's full details — nobody else.

Buyers who do not bid still buy. Such a buyer takes leads at a fixed price, and before sending Exchange compares it with what the auction produced. No separate system for them, and no keeping one rule in two versions.

What you see on every lead

CHECKED: Format, duplicates, lists, vertical, state and the person's permission are checked before the lead goes to a buyer.
WITH ITS SOURCE: Every lead shows who sent it and under which credentials it arrived.
ALL VISIBLE: What was checked, who offered what, who got the lead and why it came back — visible later too.

Questions

Do you buy or sell leads yourselves?

No. We make software. On Exchange you run your own intake, your own checks and your own distribution; the buyers, the sellers and the terms between them stay yours.

Our CRM already filters leads. Why Exchange as well?

A CRM picks a lead up once it has already arrived and already been paid for. Exchange stands earlier: it decides whether to take the lead, who sees it and when to return it to the source. The CRM's turn comes after.

A buyer refused a lead. What happens to it?

It goes back to the source with a reason: which check it failed or what the buyer answered. The reason stays with the lead. The source has something to fix instead of something to guess at.

We have buyers on a fixed price. Can they work here too?

Yes. They take leads in the same distribution, and before sending Exchange compares their price with what the auction produced. No separate tool for them.

We work several verticals. Will they fit in one account?

Yes. Each vertical has its own fields, its own checks and its own rules. And before it goes anywhere, a lead is checked against the vertical it claims to be.

What does Exchange cost?

We price on a call, once we have seen your flow. The figure depends on your channels, your volume and how much of the distribution you give to the auction — naming a sum blind would not be honest.