How can we help?

Getting started

Set up your company and get your first leads in.

• Set up your companyStart your account, pick your kinds of leads, and add your company's name, phone, address and logo.
• Invite your teamAdd loan officers, managers, assistants and marketing people, each with the right role and team.
• Import leads from a spreadsheetBring in leads from a CSV file, match its columns, and send them to people or by your rules.
• Make a quote formBuild a step-by-step quote form that saves every answer and turns visitors into leads.
• Put a form on your websiteAdd one line to any website to show your quote form there, then check it works.
• Ask VaultyUse the search box to find leads in plain words, add notes, move leads, open any page and ask how to do things.

Working leads

The lead page, stages, callbacks and handing leads on.

• Find and sort your leadsUse the lead list's tabs, filters, sorting and saved views, and change many leads at once.
• Work a leadEverything on a lead's page: contact details, notes, calls, callbacks, people and the timeline.
• Stages and the pipelineSet up the stages leads move through, with colors, and drag leads along the pipeline board.
• Callbacks, appointments and your calendarSet callbacks, book appointments, and see your day on the calendar.
• Give back a lead, and Up for grabsHand back a lead you can't work, and take leads others gave back.
• Delete and restore leadsRemove junk and test leads, and bring one back from Recently deleted.
• Duplicates and returns to vendorsReturn bad bought leads to the vendor, and merge the same person's repeat requests.
• Lead types and their questionsAdd lead types, change the questions each one asks, and pick what shows in the lead list.

Calling and texting

Numbers, calls in and out, the power dialer and Vaulty on the phone.

• Turn on the web phone and get a numberCall leads from your browser, with your own local number and every call recorded.
• Bring a number you already haveMove your existing business numbers to LeadVault from your phone company.
• Caller ID, so calls aren't marked as spamRegister your company so your calls show your name and aren't labeled Spam Likely.
• Calls coming in, and voicemailChoose who your numbers ring, in what order, and what callers hear.
• Use the power dialerCall a list of leads one after another, with calling hours and voicemail drops built in.
• Vaulty answers your callsLet Vaulty pick up when nobody can, take the caller's details, and pass the call on.
• Vaulty calls a list of leadsPick leads and let Vaulty call them with your script, filling in what's missing.
• Register for textingRegister your company and what you text with the carriers, so texts from your numbers get through.

Email and calendar

Your own mailbox, drips, bulk email and booking links.

• Connect your Gmail or OutlookSend email to leads from your own mailbox, with replies coming to your inbox.
• Booking links and calendar syncLet leads book a time with you, and keep your Google or Outlook calendar in step.
• Drip campaignsTake leads through emails, callbacks and stage moves by themselves, step by step.
• Send bulk emailEmail many leads at once from your own domain, paced over days, with unsubscribes handled for you.
• Your own landing pageGive each loan officer a page with their photo, details, quote form and client reviews.

Team and admin

Roles, lead distribution, billing, security and your data.

• Roles: who sees which leadsWhat account admins, managers, agents and marketing people can see and do.
• Lead distribution and round robinGive new leads out by your rules, in turns, by state license and daily limits.
• New lead and missed call alertsGet an email or a text the moment a lead arrives or a call is missed.
• Two-step sign-in and passkeysKeep leads safe with a passkey, an authenticator app or codes by text, and sign in with Google or Microsoft.
• Billing and your planAdd a card, see what your next bill will be, get invoices, or cancel.
• SSNs and dates of birthHow protected values are kept, who can see them, and how to import them.
• Data retentionDecide how long unfinished form visits, call recordings and closed leads are kept.
• Dashboard and goalsSee how leads are doing, how fast you reach them, each source's cost per win, and your monthly goals.

Putting a form on your website

The one line for each kind of website, and checking it works.

• Add your quote form to WordPressPut your LeadVault quote form on a WordPress page with a Custom HTML block.
• Add your quote form to WixShow your LeadVault quote form on a Wix site with an Embed HTML element, or link to it.
• Add your quote form to SquarespacePut your LeadVault quote form on a Squarespace page with a Code block.
• Add your quote form to WebflowPut your LeadVault quote form on a Webflow page with a Code Embed element.
• Add your quote form to ShopifyPut your LeadVault quote form on a Shopify page with a Custom Liquid section.
• Add your quote form to a plain HTML sitePaste one line into your page's HTML where the form should appear.
• Add your quote form with Google Tag ManagerLoad your quote form through Google Tag Manager, with a spot marked on the page.
• Add your quote form to a React or Next.js siteRender a div where the form goes and load the script once, in React, Next.js, Vue or any JavaScript site.

API and integrations

Leads from vendors, your own systems, webhooks and other apps.

• Get leads from a vendor or another systemGive each lead vendor a posting key so their leads arrive in LeadVault in seconds.
• Buy leads from a vendor on LeadByteGet leads from a LeadByte vendor into LeadVault, and send bad ones back to their LeadByte by themselves.
• Use a full key for your own systemsRead, change and add leads from your own apps, reports and Zapier with a full API key.
• WebhooksHave LeadVault post to your system the moment a lead arrives, moves stage or books an appointment.
• Send a test leadTry a vendor's or your own integration safely, then clean up the test.
• API errors and how to fix themWhat each API error means, and what to change so the call works.
• Facebook and Instagram lead adsConnect your Facebook Page so lead ad leads arrive in LeadVault within seconds.
• Connect your AI to your formsLet Claude, ChatGPT or Cursor see and change your quote forms and check they're on your site.
• Download a loan file (MISMO 3.4)Start a loan in Encompass, Arive, LendingPad or Calyx from a mortgage lead, without retyping.