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Eliminate Guesswork in Lead Assignment
For mortgage lenders, assigning leads to the wrong loan officer can kill conversion potential. Whether you’re using round-robin, fixed rules, or intuition-based routing, the result is the same: cherry-picked leads, misaligned assignments, and thousands in lost revenue.
ProPair’s AI-powered lead assignment engine, MATCH, ensures every mortgage lead is distributed to the right loan officer—based on real conversion data, agent performance, and lead characteristics.
Why Traditional Lead Distribution Is Broken
Mortgage lead assignment methods often rely on outdated assumptions:
- Territory-based or round-robin rules don’t account for agent performance
- Cherry-picking by top producers leaves others underutilized
- Manual updates can’t keep pace with changing team capacity
The Cost of Misassignment
- Missed closings due to mismatched agents
- Overloading strong agents, burning them out
- Lower team morale and inefficient sales ops
The ProPair MATCH Engine: AI-Driven Lead Routing
MATCH uses your sales and CRM data to learn which types of leads convert best with which loan officers. Then, it applies those insights in real-time to assign each lead dynamically.
How It Works:
- Analyze lead profile + performance history
- Score lead-agent fit across dozens of attributes
- Assign lead to the highest-performing match
Result:
- 12%+ lift in credit pulls and locked loans
- Equitable distribution of high-quality leads
- Reduced bias and cherry-picking
Real-World Agent Performance Profiling
ProPair has uncovered three common sales agent types:
- Sliders: Strong early, fade fast
- Rebounders: Steady, recover late in the day
- Scalers: Build momentum with more leads
Our AI adjusts lead flow throughout the day to match reps with the best chance to convert.
Integrates With Your CRM in Weeks, Not Months
MATCH is system-agnostic and works with all major platforms:
- Salesforce
- Velocify
- HubSpot
- Close
- Custom LMS or dialers
ProPair values are posted and returned in real-time via simple API. Response time: <400 ms.
See How Many Leads You’re Wasting
Let us simulate your past 30 days of lead assignments. We’ll show you exactly where performance dropped due to misalignment—and what MATCH would have changed.
Stop leaving lead assignment to chance. Let the data decide.
Schedule a Demo of ProPair MATCH
Discover how AI-optimized routing can:
- Increase conversions
- Improve agent performance
- Maximize ROI from your lead sources
