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Leads are vital to your business, but managing lead assignments is no easy task. ProPair MATCH delivers an automated, scientific approach to your lead assignment decisions.

The product leverages historical agent performance data and machine learning technology to get the right leads to the right agents. By replacing manual workflows with automated data science, ProPair MATCH empowers sales teams with data-driven lead assignments to maximize conversions.

* ProPair implements a test and control methodology to measure impact of the machine learning applications for each customer.

Amplify Team Strengths

Quantify agent behavior and strengths, creating data profiles.

Optimize Assignments

Eliminate bias and static workflows from your lead assignments.

Scale with Machine Learning

Put machine learning to work to quickly analyze data at scale.

How It Works

Each inbound lead has its own set of unique attributes (e.g., buyer demographics, lead source). Similarly, each sales agent has a history of performance against these types of leads and related attributes over time. Our machine-learning product analyzes both sets of data and assigns leads to the sales agents most likely to convert them. The technology continually learns from its prior decisions and the experience of your sales organization to drive higher close rates.

What People Are Saying


“The initial setup time and process for ProPair was fast and easy. It only required someone with admin credentials and a decent knowledge of our lead management system (in our case Velocify) to help with minor items as the ProPair team did most of the heavy lifting. Relative to other recent software projects, this was a quick and painless process!”

Michael Zerr, VP Consumer Direct Marketing, BNC National Bank

“ProPair has been wonderful to work with.  They are whip-smart, dig in deep to understand our business and always present their work in an honest, balanced and transparent fashion.  I always get the feeling that our success is their success – we are in this together.  I couldn’t recommend them more highly.”

Howard Korey, Director of Strategic Marketing and Customer Experience
The Federal Savings Bank

“The data and analytics that are provided are fantastic. ProPair’s platform has broadened our perspective on lead sources and started conversations with downstream providers to improve our investment decisions.”

Michael Peronto, Director of Lead Marketing, Cardinal Financial

“Adding ProPair’s machine-learning technology to our sales strategy has enabled our team of seasoned loan officers to stretch their efficiency and production even further.”

Pat Schlimmer, SVP Originations, NBKC Bank

“ProPair’s automated, robust platform has given us more clarity into what our strongest lead actually is, rather than just looking at that lead’s source. We are experiencing first-hand how its smart, automated lead handling improves our lead conversion success.”

Eric Garretson, CFO & Fintech Strategy Leader, NBKC Bank

“We’re seeing groups that have been assigned leads via ProPair have higher conversion rates. For a company our size, that’s a six-figure monthly revenue lift.”

Michael Zerr, VP Consumer Direct Marketing, BNC National Bank

Launching ProPair was a simple and painless process. The team enabled us to focus on our primary responsibilities while asking very little from us to implement their platform and begin adding value quickly.

Nick Kennedy, Marketing Analyst, Cardinal Financial

“As you mature as a mortgage lending organization, you need to make better use of your data. We now have ProPair and data in our corner to make smarter decisions with our resources and elevate our lead conversion results.”

Kevin Smith, Senior Technology Manager, Ladera Lending

Implementation of the ProPair platform into our lead management system (Velocify) was plug and play. I was able to handle the implementation without having to use IT resources.

David Hay, VP Marketing, Lending.com

“Working with the ProPair team we are now able to understand our lead flow, forecast banker performance, and are looking forward to delivering the right lead to the right banker in real time.”

Richard Hirsch, SVP, Marketing, Paramount Bank

“ProPair has fundamentally changed how we look at lead distribution. We look back at the days before ProPair and wonder why we used gut instinct and static workflows to make so many important decisions.”

Dan Stevens, VP Mortgage Strategy, NBKC Bank

ProPair Insights


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Get ahead of your competition

See how many sales you're missing with The ProPair Challenge. Connect with us to run a free 48-hour data analysis using machine learning, where we'll pull lead management data and show you opportunities to improve lead scoring, distribution and conversion.

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