Pull TransUnion data on submit
SalesKick pulls prospects’ financial data from TransUnion to influence lead scoring and call routing.
Feature · Financial Lead Scoring
Pull Real Time Financial Data.
SalesKick pulls prospects’ financial data from TransUnion to influence lead scoring and call routing.
Intent without ability to pay still wastes closer hours.
High show rates mean little if calendars fill with prospects who cannot fund the offer. Real-time financial data protects revenue per hour.
Benefits & features
What you get with Financial Lead Scoring
TransUnion-backed financial signals wired into scoring and call routing.
Score prospects with money to spend
On submission you can pull available financial data to influence lead scoring for prospects who can actually buy.
Route the right calls
Financial grades help decide who gets on which closer calendar so pay-in-full conversations happen more often.
From setup to use in three steps
01
Capture the application
Prospects complete your form while SalesKick prepares the financial and intent signals scoring needs.
02
Pull TransUnion data
On submission, financial data is pulled to grade readiness before a closer’s time is committed.
03
Influence scoring and routing
Use financial scores with show and close predictions for booking rules, routing, and prioritization.
Frequently asked questions
How is Financial Lead Scoring different from AI Lead Scoring?
AI Lead Scoring predicts show and close likelihood from intent signals. Financial Lead Scoring pulls TransUnion financial data so you can prioritize prospects who can fund the offer.
Does financial grading slow down booking?
No. Data is pulled in the application flow and feeds scoring and routing without sending prospects to another tool.
Can we segment show rates by financial grade?
Yes. Sales Ops Analytics can segment show rates by financial grades alongside answers, time of day, and traffic source.