Mortgage Lead Intelligence

Turn anonymous
mortgage-shoppers
into contactable leads

Recover the borrowers who research rates on your site and leave before converting — identify them as contactable leads and feed your loan officers more inventory from traffic you already paid for.

Sarah Jenkins

Captured: 1/2/2025
Email sarah.j@gmail.com
Phone (512) 555-0199
City Austin
State TX
Homeowner Yes
Home Value $420,000
Length of Residence 8 yrs
Year Built 1998

The Invisible Traffic Problem

90% of your website traffic leaves without filling out a form. You are paying to get them there, but not getting the leads.

Abandoned Rate Quotes

Most borrowers bounce before they finish the rate quote. Without identity, they are just numbers in Google Analytics — not leads you can sell.

Wasted Ad Spend

You pay for every click that lands on your rate-quote page. The shoppers who don't convert are pure loss — unless you can still reach them.

Thin Inventory

Forms only capture the few who finish. Your contactable inventory ends up a fraction of the traffic you actually paid to drive.

Built for Compliance. Trusted for Outreach.

Your data is licensed from a registered data broker compliant with CAN-SPAM and CCPA/US state privacy laws that honors consumer opt-outs.

CAN-SPAM Compliant

All email records are strictly aligned with CAN-SPAM requirements—ensuring your email outreach is compliant from day one.

You Stay in Control

You stay in control of TCPA & Do-Not-Call compliance on your outreach—built on licensed, opt-out-respecting data so you can run your campaigns with confidence.

Invalid email addresses are filtered before delivery

Invalid email addresses are filtered before delivery, maximizing inbox placement while minimizing bounces and spam flags.

Complete Identity Resolution

We don't just find a name. We categorize the entire household and mortgage shopper profile.

Personal Identity

We don't just find a name. We categorize the entire household, match their location, and connect them to our identity graph.

Attributes We Identify

Identity

  • First Name
  • Last Name

Location

  • City
  • State
  • Zip Code

Contact Info

  • Email
  • Phone Number

Lead-Gen Use Cases

Practical applications powered by matched, contactable visitor identity.

Recover Abandoned Rate Quotes

Re-engage the borrowers who started a rate quote but never finished — handed back as contactable leads.

Rate shopping
Quote stage reached
Phone & email, where available

Expand Contactable Inventory

Turn anonymous rate-quote traffic into net-new contactable leads you can route to your lender buyers.

Name & contact
On-site activity
City, state, ZIP

Activity-Based Lead Scoring

Prioritize and price every lead by how far through the rate quote they got and whether they own the home.

Quote stage
Homeowner status
Visit recency

Buyer Routing & Suppression

Match each lead to the right lender or loan officer by geo — and suppress recent closers from your ad spend.

State & ZIP
Homeowner status
CAPI suppression
What You Actually Receive
Name, phone, email
City, state, postal code
Homeowner status
Quote stage reached
Last visit
Name, phone, email
City, state, postal code
Homeowner status
Quote stage reached
Last visit

Integrates With Your Tech Stack

CRM Systems

Deliver leads in real time via ping-post or CRM API. We populate source and homeowner status automatically.

Lead-Ready Identity Data

Normalized, lead-buyer-grade identity data — structured, deduplicated, and ready for delivery.

Ad Platforms

Send Conversion API (CAPI) events to ad networks. Suppress recent closers and retarget active rate-shoppers.

Marketing Cloud

Trigger automated rate-alert and cross-sell emails based on the borrower's on-site activity.

Licensed data.
You stay in control.

Built on licensed, opt-out-respecting data. Invalid emails are filtered before delivery.

Licensed, opt-out-respecting data.
You stay in control.

Your data is licensed from a registered data broker compliant with CAN-SPAM and CCPA/US state privacy laws that honors consumer opt-outs. You remain responsible for your own outreach compliance (TCPA, Do-Not-Call, CAN-SPAM).

Invalid email filtering Honors consumer opt-outs CAN-SPAM & CCPA aligned High-risk records excluded

No black boxes.
Clear data handling.

Invalid email addresses are filtered before delivery, applied consistently to every record.

Built for teams that value predictability and control — not raw, unfiltered data.

Use it your way.
No lock-in.

Use KnownVisitors for identification only or connect it to your stack — no forced workflows.

Book a Demo

Turn ambitious growth goals into repeatable wins. Share a bit about your team and we'll get back within one business day.