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Newv6.17.0Consent verification at ingest, redistribution for every unsold lead, and multi-select filters across every list.Read the changelog
Financial services

Lead distribution for financial services

Map every buyer’s fields once, filter on credit and debt tiers, and reconcile the payouts that arrive months later.

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Mortgage
Debt relief
Personal loans
Tax relief
Field mappingper buyer
credit_bandcreditTiermap A–D
debt_amounttotal_debtnumeric
statestuppercase
consenttcpa_optinstatic: true
The problem

Why financial lead flows drift

The criteria change faster than most teams can reconfigure for them.

Criteria move with rates

A buyer’s minimum credit band or debt threshold changes, and nobody tells you until acceptance falls.

Duplicates and recycled leads

The same consumer shops repeatedly. Without a duplicate window you resell the same person and get clawed back.

Conversions land late

A settlement or a funded loan confirms long after the sale, so same-day revenue is not the real number.

Diagnosis

Tell a filter problem from a buyer problem

When acceptance drops, the useful question is which of the five causes moved. Rejections are counted separately and drill through to the lead, so you fix the one that actually changed.

  • Filter, duplicate, validation, buyer and cap, counted apart
  • Drill through to the rejected lead
  • Catch a buyer whose criteria shifted without notice
Rejection reasonslast 30d
Buyer — credit band
502
Duplicate — 90d window
388
Filter — debt under $10k
245
Validation — bad phone
96
Cap reached
62
Duplicate + validation rejections flag recoverable supplier revenue for review.
Money

Pending is not revenue

Conversions that have not confirmed sit as pending rather than inflating today’s number, and clawbacks reverse against the campaign that earned them — so the margin you look at is the margin you keep.

Margin · 14:00–15:00this hour
Revenue
118 sold · buyer price
+$4,366.00
Source payout
cost owed to suppliers
−$2,478.00
Returned
6 clawbacks · duplicate consumer
−$222.00
Pending (funded loan)
awaiting confirmation — not revenue yet
$0.00
Margin this hour+$828.00

Each settled lead increments the current hour’s counters — buyer, supplier, campaign.

What you get

Built for criteria that keep moving

Ping/post with buyer filters

Buyers price on partial data against their own credit and debt thresholds.

Duplicate windows

Set how long a consumer stays a duplicate — days for loans, months for settlement.

Delayed postbacks

A conversion matches back to its lead however late it confirms.

No-code reconfiguration

Changing a threshold is a form field, not a deploy.

FAQ

Frequently asked questions

Yes. Filters run on any field you collect, so credit tier, debt amount, state and income can each gate a buyer before the lead is sent.

A postback matches a conversion back to the original lead however long it takes, so a funded loan or a settlement confirming weeks later still lands against the right source and campaign.

Yes. Field mapping is per buyer, so one integration can send creditTier where another expects credit_band, with formatting and static values applied on the way out.

No. Datahubb is not a compliance product and does not provide legal advice. It captures the consent field you collect and passes it to the buyer, and can check numbers against DNC before distribution — whether your traffic is compliant is a question for your counsel.

See it running on your financial flow

Bring a live campaign and a buyer, and we will route real traffic through it on the call.

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