Client Success


A leader in financial services marketing is a company comprised of a team of experienced financial services marketing executives that have an extensive list of top tier lending institutions they partner with. The brand and product is all about providing high quality leads by matching consumers with the appropriate lender, right on their site. needed a solution that would provide extensive lead routing logic and return results to their page; consumers could then select the best lender in real-time that met their needs.

Immediate Needs:

  • Advanced lead routing, such as using calculated fields like LTV for routing
  • Ability to use API to pull lender matches on their website
  • Ability to launch their solution quickly and get dedicated support

“When we first engaged ClickPoint, it was great that we were able to pick our lead type, provide the technical docs to our team, and get up and running very quickly. We were literally delivering leads by the end of the week. There is no other system that offers this type of turn-key setup along with dedicated support to help walk you through the setup process. The team itself has been nothing but helpful. Always a quick response and very thorough. We are new to using LeadExec and they have been there every step of the way to make sure we fully understand all the capabilities of the platform and the best practices in utilizing it.” Kara Hegel – Lend.Com
Organization Size:
Small (1 - 49 employees)
United States
Success Stories