All four stages
Your lender, your CRM and your ad accounts, connected
Leads go to your CRM, decisions come back from your lender and sales go back to Google Ads. Every call is logged, and a lead that fails to arrive is never lost.
All four stages
Leads go to your CRM, decisions come back from your lender and sales go back to Google Ads. Every call is logged, and a lead that fails to arrive is never lost.
A form can call a lender’s system as the applicant waits, and route them on the answer.
Each lead is posted to your CRM in its own field names. A failure is retried, then listed with a Retry button and emailed to you.
Leads can be emailed to your team instead, and sent to the right department by an answer on the form.
When your CRM reports a sale, it can be sent to Google Ads as a conversion, so the bidding learns from real outcomes.
Webhooks out for opt-outs, bookings and referrals, and an API your own systems can call to add contacts, statuses and products.
An applicant presses Send. The form posts their answers to the lender, with your key kept out of the log, and the answer is back in under a second: accepted, with a reference and a results address.
That evening your CRM times out on another lead. The platform tries three times, lists it under failed deliveries and emails you. One press of Retry delivers it.
Google Ads sees a form sent. It does not see which applicants went on to take a loan. When your CRM marks a sale, the platform matches it to the click that started it and sends it to Google as a conversion with its value.
A sale with no click to match is listed as not sent, with the reason. Email and mobile are hashed before they leave.