Qualified Lead Funnel
Get visibility into credit data before "Apply."
Attract, qualify, and grow — all at the moment it counts. CRS gives marketing and growth teams the full top-of-funnel toolkit: spot consumers the instant they're in motion, confirm exactly what they qualify for before a dollar goes to outreach, and turn that first "yes" into an intent-to-apply (ITA) flow instead of a guess.
- 01 · IdentifyKnow the moment someone's ready, not the month after.
- 02 · FilterBuild your list from people who already clear your bar.
- 03 · ConfirmMatch every prospect to the offer they'll actually get approved for.
- 04 · TargetFilter 250M+ consumers down to the ones who fit your program.
- 05 · EnrichShow up in the inbox and the call queue, not just the database.
The Problem
Good data starts at your top of funnel.
High cost, low conversion
You're paying for leads that were never going to convert.
Most purchased leads don't fit your program — you just find out after sales has already worked them.
Guesswork, not visibility
You're upselling blind.
One offer, sent to the whole base, because no one can see who's actually eligible for what today.
Shared with every competitor
Your "exclusive" list isn't.
Rented lists run on stale, self-reported data — and get resold to every lender chasing the same customer.
CRS doesn't sell you a list or a lead. It gives you the screening layer other channels skip.
How It Works
Screen before you spend, at every stage of the funnel.
Three moves, run in sequence, turn a cold audience into a qualified, ready-to-convert one — without a single wasted hard pull or mail piece.
01
See who's in motion.
Triggers surface the consumers who are actively becoming eligible right now — a score crossing your threshold, an account opening, a status change — so outreach happens at the moment intent is highest, not weeks after it's faded.
02
Confirm they qualify before you spend anything.
Pre-screen filters the field against your real eligibility rules, and OffersIQ confirms the exact offer each person clears — in under 3 seconds, from just a name and address, with no firm-offer or hard-pull obligations. No-hits aren't billed.
03
Reach them with everything ready to convert.
LeadIQ filters 250M+ consumers down to the ones who fit your program, with phone and email appended in the same request — so the handoff to sales or your ITA flow arrives enriched and ready, not another record to chase down.
The Acquisition Stack
Five moves, one API, built for the top of the funnel.
Everything below runs on the same account and the same API key — layer in what your funnel needs today, add the rest when you're ready.
- IdentifyKnow the moment someone's ready, not the month after.
Triggers flag consumers the instant they become eligible — a score change, an account event, a status shift — so you're engaging prospects the moment they're in motion instead of chasing intent that's already cooled.
- FilterBuild your list from people who already clear your bar.
A pre-screened audience is filtered against your credit criteria before any offer goes out. Removing spend on prospects who can't qualify is what lowers your cost per funded customer — not a bigger list.
Explore Pre-Screen- ConfirmMatch every prospect to the offer they'll actually get approved for.
OffersIQ returns an eligibility answer in real time from just a name and address — a >85% credit hit rate, under 3 seconds, no firm-offer obligation, and no charge on a no-hit.
Explore OffersIQ- TargetFilter 250M+ consumers down to the ones who fit your program.
LeadIQ lets you set your own inclusion and exclusion criteria — credit score ranges, income insights, demographics — and pull the audience that already matches, instead of buying a list and hoping.
Explore LeadIQ- EnrichShow up in the inbox and the call queue, not just the database.
Pre-fill appends verified phone and email to your targeted audience in the same request, so your qualified list arrives ready to contact — no separate append vendor, no extra hop before outreach can start.
Once someone converts, eCredit Monitoring keeps them close — giving customers their own real-time credit dashboard under your brand, and feeding fresh signals back into Triggers the moment they're ready for what's next. Same account, same API key: the funnel that acquired them is the same one that grows them.
Powering acquisition flows across
- debt consolidation
- auto lending
- HELOCs
- card programs
- BNPL
Why CRS
FCRA-safe by design
Eligibility decisions without firm-offer obligations or the disclosure burden of a traditional prequalification — compliance built into the screen, not bolted on after.
Priced so testing costs you nothing
No-hits aren't billed, and criteria changes are instant — so you can tighten or widen your funnel without waiting on a new list or eating the cost of a miss.
One account, one API, five ways to fill the funnel
Triggers, Pre-screen, OffersIQ, LeadIQ, and enrichment all run on the same account and API key. Adding a new move to your funnel is a rule change, not a re-integration.
Trusted by Customers
Trusted by teams building consumer credit products.
Fast onboarding / easy integration
CRS was easy to use, with fast onboarding and integration completed in one day.
Verified User
Verified User in Financial Services
Organized insights / usability
Useful insights delivered through a systematic, well-organized experience.
Mohammed A.
Assistant Project Officer
Support + usability + flexible pricing
A seamless UI, accessible documentation, flexible pricing, and support that stays close.
Derrick S.
Licensed Real Estate Salesperson
Easy integration / partnership support
CRS was easy to integrate, with flexible communication and support that felt like a true partnership.
Theo T.
Small-Business (50 or fewer emp.)
Dependable operational support
Reliable, responsive service that removed friction during implementation.
Patricia G.
Founder/CEO
Smooth onboarding / human support
The product was easy to use, onboarding was smooth, and the team helped move from sandbox to production.
Giorgio M.
CTO & Co-Founder
Tailored founder implementation
CRS made credit pulls simple with tailored guidance for a non-technical founder.
Meg G.
CEO / Managing Partner
Our Partnership
Ship ambitious acquisition programs with credit data veterans.
We don't just hand you API docs and walk away. Think of us as your forward-deployed credit engineering team — sitting alongside you to clear bureau complexity, streamline compliance, and get your funnel to market fast.
- Compliance, Solved Together
Use case outside the bureau's standard box? We re-sequence compliance with you to get approved in days.
- Architecting Your Use Case
You bring the acquisition model; we design the screening logic. Our solutions engineers map the exact criteria to make it live.
- Trusted with the hard cases
When a targeting model is too new or too niche for the bureaus' own teams, they send it to us. From complex attribute mappings to edge cases, we stay until you ship.
Your next customer is already in your data. Stop paying to find out who they are.
Trigger, screen, target, and enrich — on one platform, before a single dollar goes to outreach.