Financial Services
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Every financial product has its own funnel
Mortgage
Lead
Contact
Credit pull
Application
Rate lock
Funded loan
Debt Consolidation
Lead
Contact
Qualification
Consultation
Enrollment
Credit Repair
Lead
Contact
Consultation
Customer
Other Financial Services
Your stages, your definition of a customer
Build campaign logic around the outcomes that matter to your business
Reach more qualified demand at better acquisition economics
Expand your market reach by accessing pre-vetted and direct lead sources
Filter for the lead attributes and campaign setups that fit your business.
Pay what each lead is worth and buy more lead volume within the same budget
See which sources actually drive results to scale them through automated feedback loops
Estimate available financial services lead volume for your products
Choose your product (mortgage, debt, credit, and more), geography, filters, and volume needs to see how many leads and calls are available.
Get seen where consumers are comparing options
On comparison sites and marketplaces, being seen first can make the difference.
We can help you compete for prominent placements on comparison sites through partner relationships and dynamic bidding.
Prioritize high-value opportunities
Use dynamic bidding and granular targeting to bid more aggressively for high-value opportunities without overpaying for the rest.
Frequently Asked Questions
What types of financial-services leads does PX support?
PX supports customer acquisition across financial-services categories including mortgage purchase and refinance, debt consolidation, credit repair, and additional financial products. Available lead types and attributes vary by product and campaign requirements.
How does PX help financial services brands buy better leads?
PX helps brands manage multiple lead sources through one platform, apply campaign-specific filters and buying rules, understand source-level performance, and use downstream outcomes to make better acquisition decisions. The goal is not simply to buy more leads. It is to put more budget behind the opportunities that are more valuable to the business.
Can PX work with our existing lead vendors?
Yes. PX can serve as the technology layer between financial services brands and their lead ecosystem, allowing teams to manage existing relationships while also accessing additional supply through the PX marketplace.
How does PX help measure performance beyond cost per lead?
Financial-services teams can feed downstream disposition data back into PX so acquisition performance can be evaluated against later funnel stages. Depending on the business and product, those outcomes may include contact, qualification, credit pull, application, enrollment, rate lock, sale, or other customer milestones.
Why is source-level visibility important in financial services?
Two lead vendors with the same average CPL can produce very different downstream results. More granular visibility helps teams understand which sources, campaigns, and traffic types are generating valuable customers and which are creating wasted spend.
How does dynamic pricing work for financial-services leads?
Instead of treating every opportunity as equally valuable, PX enables pricing decisions to reflect campaign criteria and performance signals. This allows teams to pay differently for opportunities with different expected value and use budget more efficiently.
Does PX replace our CRM or loan origination system?
No. PX sits in the customer-acquisition layer. Your CRM, loan origination system, sales platform, or other downstream systems continue to manage the customer after acquisition. Performance data can then be fed back upstream to help improve future acquisition decisions.
Can PX help reduce duplicate leads?
PX includes filtering, deduplication, and verification capabilities that help teams control which opportunities enter their campaigns and reduce wasted acquisition spend.
Can PX support different financial products and campaigns at the same time?
Yes. Campaigns can be configured around different products, geographies, buying rules, pricing, filters, and performance goals, allowing teams to manage multiple acquisition strategies through the same platform.
Convert more leads