---
title: "Resources, Playbooks, Comparisons & Research | FunnelFi"
url: https://funnelfi.ai/resources
description: "The FunnelFi resource hub, playbooks, competitor comparisons, integrations, research, glossary, and press. Everything lenders, ISOs, and agencies need to evaluate real-time credit pre-qualification."
lang: en
---

Resource hub

# 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.

Read the blog: https://funnelfi.ai/blog

Compare vendors: https://funnelfi.ai/compare

Jump to: PlaybooksComparisonsIntegrationsResearchGlossaryPress (https://funnelfi.ai/press)

The hub

## Everything, organized.

Playbooks

### FunnelFi Blog

Long-form playbooks on real-time pre-qualification, program matching, and lender/agency economics.

Browse posts
https://funnelfi.ai/blog

Comparisons

### Vendor comparisons

Side-by-side breakdowns vs. SimpleCheck, LeadFi, iSoftPull, CRS Credit API, Experian, LeadConduit, and manual qualification.

See comparisons
https://funnelfi.ai/compare

Integrations

### Integrations catalog

How FunnelFi plugs into HubSpot, GoHighLevel, Salesforce, Zapier, Make, and every form and CRM in your stack.

Browse integrations
https://funnelfi.ai/integrations

Research

### Research & benchmarks

Citeable industry benchmarks, cost per funded deal, fund rates, pull-through, and pre-qualification impact.

See research
https://funnelfi.ai/research

Glossary

### Credit & lending glossary

Plain-English definitions of every credit, lending, and pre-qualification term in the FunnelFi playbook.

Open glossary
https://funnelfi.ai/glossary

Playbooks

### Lead 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 guide
https://funnelfi.ai/lead-qualification-software

Playbooks

### Sales 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 framework
https://funnelfi.ai/sales-lead-qualification-process

Press

### Press & brand kit

Company boilerplate, executive quotes, and downloadable brand assets for media coverage.

Media kit
https://funnelfi.ai/press

Comparisons

## Featured competitor breakdowns

View all (https://funnelfi.ai/compare)

- 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
  https://funnelfi.ai/compare/funnelfi-vs-manual-qualification
- 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
  https://funnelfi.ai/compare/funnelfi-vs-hard-pull-first
- 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
  https://funnelfi.ai/compare/funnelfi-vs-experian-prescreening
- 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
  https://funnelfi.ai/compare/funnelfi-vs-activeprospect-leadconduit
- 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
  https://funnelfi.ai/compare/funnelfi-vs-simplecheck
- 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
  https://funnelfi.ai/compare/funnelfi-vs-leadfi

Integrations

## Where FunnelFi fits in your stack

- FunnelFi + HubSpot: https://funnelfi.ai/integrations/hubspot
- FunnelFi + GoHighLevel: https://funnelfi.ai/integrations/gohighlevel
- FunnelFi + Zapier: https://funnelfi.ai/integrations/zapier
- FunnelFi + Salesforce: https://funnelfi.ai/integrations/salesforce

View all integrations (https://funnelfi.ai/integrations)

Research

## Numbers you can cite

- 62% Sales Efficiency
  Wasted sales calls drop 62% after pre-qualification is inserted upstream of dialer.
- 3.5x SMB Lending
  SMB fund rate improves from 3.4% to 11.8% (lead-to-funded) with FunnelFi upstream.
- +18pts Mortgage
  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.

See all benchmarks (https://funnelfi.ai/research)

Glossary

## Terms defined in plain English

Full glossary (https://funnelfi.ai/glossary)

- 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.
  https://funnelfi.ai/glossary#pre-qualification
- 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.
  https://funnelfi.ai/glossary#soft-credit-pull
- 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.
  https://funnelfi.ai/glossary#hard-credit-pull
- FCRA Permissible Purpose
  The legally allowed reasons under the Fair Credit Reporting Act to access a consumer's credit file.
  https://funnelfi.ai/glossary#fcra-permissible-purpose
- TCPA Compliance
  The Telephone Consumer Protection Act rules governing prior express written consent for calls and texts to consumers.
  https://funnelfi.ai/glossary#tcpa-compliance
- Cost Per Funded Loan
  Total acquisition and origination cost divided by the number of loans that actually fund.
  https://funnelfi.ai/glossary#cost-per-funded-loan
- Pull-Through Rate
  The percentage of mortgage applications in a lender's pipeline that close and fund.
  https://funnelfi.ai/glossary#pull-through-rate
- Fund Rate
  The percentage of applications, or leads, that reach funding in a business lending pipeline.
  https://funnelfi.ai/glossary#fund-rate

Live demo

## Ready to see it on your leads?

Schedule a 30-minute demo and we'll show you a live Qualified/DNQ verdict on a sample of your own pipeline.

Schedule Demo (https://funnelfi.ai/schedule-call)

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