Playbooks, comparisons, and research for thereal-time credit era.
Everything lenders, ISOs, agencies, and high-ticket sales teams need to evaluate pre-qualification, benchmark competitors, and stand up a real-time credit stack.
The hub
Everything, organized.
FunnelFi Blog
Long-form playbooks on real-time pre-qualification, program matching, and lender/agency economics.
Browse postsVendor comparisons
Side-by-side breakdowns vs. SimpleCheck, LeadFi, iSoftPull, CRS Credit API, Experian, LeadConduit, and manual qualification.
See comparisonsIntegrations catalog
How FunnelFi plugs into HubSpot, GoHighLevel, Salesforce, Zapier, Make, and every form and CRM in your stack.
Browse integrationsResearch & benchmarks
Citeable industry benchmarks — cost per funded deal, fund rates, pull-through, and pre-qualification impact.
See researchCredit & lending glossary
Plain-English definitions of every credit, lending, and pre-qualification term in the FunnelFi playbook.
Open glossaryLead Qualification Software
What lead qualification software does, how it differs from lead scoring and CRMs, and how real-time credit pre-qualification fits into business and mortgage workflows.
Explore the software guideSales Lead Qualification Process
An eight-step framework to define qualification criteria, capture the right information, automate eligibility checks, route leads, and measure outcomes.
View the frameworkPress & brand kit
Company boilerplate, executive quotes, and downloadable brand assets for media coverage.
Media kitComparisons
Featured competitor breakdowns
- FunnelFi vs Manual Qualification
FunnelFi vs. Manual Qualification: Which Actually Lowers Cost Per Funded Deal?
FunnelFi replaces the manual phone screen with a real-time soft-pull verdict at form submit — customers report cost per funded deal dropping from ~$1,000+ to under $300 while sales teams stop burning time on unqualified leads.
Read comparison - FunnelFi vs Hard-Pull-First Underwriting
FunnelFi vs. Hard-Pull-First Underwriting: Why Pre-Qualifying Beats Pulling Everyone
FunnelFi soft-pulls every lead at form submit for pennies, then only qualified applicants ever reach a hard pull — protecting consumer credit scores while reducing hard-pull spend by 60–80%.
Read comparison - FunnelFi vs Experian Prescreening
FunnelFi vs. Experian Prescreening: Real-Time Verdict vs. Batch Data
FunnelFi is a real-time, event-driven verdict at form submit; Experian Prescreening is a batch data product priced for enterprise marketing lists. Most lead-driven lenders want FunnelFi; direct-mail campaigns still want Experian.
Read comparison - FunnelFi vs ActiveProspect LeadConduit
FunnelFi vs. ActiveProspect LeadConduit: Credit Verdict vs. Lead Validation
LeadConduit is a lead-validation and TCPA-consent platform; FunnelFi is a credit pre-qualification and program-matching layer. They solve adjacent problems and most agencies run both — LeadConduit at ingest, FunnelFi before the sales handoff.
Read comparison - FunnelFi vs SimpleCheck
FunnelFi vs. SimpleCheck: Which Soft-Pull Pre-Qualifier Fits Your Team? (2026)
Both run soft-pull credit checks from name/phone/email with no SSN. SimpleCheck is built for high-ticket consumer sales (coaches, med spas, solar) starting at $97/mo + $3.10/report. FunnelFi covers that via its Agency tier ($5/run PAYG or $399/mo) and extends to B2B lenders and mortgage LOs with full credit reports, FICO, DTI, and loan program matching from $499/mo.
Read comparison - FunnelFi vs LeadFi
FunnelFi vs. LeadFi: FICO Verdict vs. VantageScore Tiers (2026)
Both pre-screen leads from name/email/phone with no SSN. LeadFi uses VantageScore 4.0, returns SQL/NQL tiers, and ships native Meta/Google/TikTok CAPI plus a live MCP for AI agents. FunnelFi uses FICO, returns a Qualified/DNQ verdict with loan program matching and FunnelFi Verified File deliverables, and publishes flat PAYG pricing from $5 or $12/run.
Read comparison
Research
Numbers you can cite
- 62%Sales Efficiency
Wasted sales calls drop 62% after pre-qualification is inserted upstream of dialer.
- 3.5xSMB Lending
SMB fund rate improves from 3.4% to 11.8% (lead-to-funded) with FunnelFi upstream.
- +18ptsMortgage
Retail mortgage pull-through rate rises from 61% to 79% with program-matched pre-qualification.
- -44%SMB Lending
Cost per funded loan drops 44% on average after removing unqualified leads at intake.
Glossary
Terms defined in plain English
Pre-Qualification
A real-time credit and identity check that determines whether a lead meets a lender's or program's minimum criteria before a sales conversation begins.
Soft Credit Pull
A credit inquiry that does not impact the consumer's credit score and is not visible to other lenders on the credit report.
Hard Credit Pull
A credit inquiry tied to a credit application that appears on the consumer's report and can lower their score by a few points.
FCRA Permissible Purpose
The legally allowed reasons under the Fair Credit Reporting Act to access a consumer's credit file.
TCPA Compliance
The Telephone Consumer Protection Act rules governing prior express written consent for calls and texts to consumers.
Cost Per Funded Loan
Total acquisition and origination cost divided by the number of loans that actually fund.
Pull-Through Rate
The percentage of mortgage applications in a lender's pipeline that close and fund.
Fund Rate
The percentage of applications, or leads, that reach funding in a business lending pipeline.
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