LenderMatch leads, straight into your CRM
LenderMatch posts every HELOC, refinance and VA cash-out request into the system your loan officers already work in, at the moment the homeowner submits. Requests are live today in Velocify, Insellerate, LeadMailbox and Bonzo, and any CRM, LOS or lead management system that accepts a post can be connected the same way.
Updated
At a glance
- Live in
- Velocify, Insellerate, LeadMailbox and Bonzo
- Also
- Direct post (JSON or XML) to your endpoint, and ping/post
- Speed
- Real time, at the moment the form is submitted
- Consent proof
- TrustedForm certificate and Jornaya LeadiD mapped to your fields
- Before live
- A test post reaches your system first
Which CRMs does LenderMatch deliver into?
Systems with live LenderMatch requests posting into them today. We only list a system here once real requests have been delivered into it.
- Velocify
- Lead management system from ICE Mortgage Technology. Each request posts to your Velocify import URL as a new lead, under the campaign you set up for LenderMatch.
- Insellerate
- Mortgage CRM. Each request posts to your Insellerate account as a new lead, tagged with the lead source you set up for LenderMatch.
- LeadMailbox
- Mortgage lead management system, which lists LenderMatch as a lead partner. Each request posts to your LeadMailbox account under the lead source you choose.
- Bonzo
- Mortgage CRM and outreach platform. Each request posts into your Bonzo pipeline as a new prospect.
What if your CRM is not on the list?
If it can receive a lead over HTTPS, we can usually deliver to it.
- Any CRM or LOS with a posting URL
- Send us its lead posting spec. We map our field names, order and values to it, including envelopes and custom value lists.
- Direct post
- JSON or XML posted to your own endpoint, with the field mapping you choose.
- Ping/post
- You bid on an anonymous ping, and the full request posts to you when you win.
- Field mapping
- Property, loan-to-value, amounts, credit range, VA status, phone line grade, and the TrustedForm and Jornaya IDs, each mapped to the field your system expects. The full list is on the sample lead page.
What happens after you send the form?
Four steps, all in writing, before the first live request reaches you.
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We reply within one business day
By email, to talk through your products, states, filters and pricing.
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You get an agreement and a test insertion order
A master services agreement, plus an insertion order that sets the price, filters, caps and schedule for a test program. There is no set minimum.
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We connect to your system and send a test post
Direct post, ping/post or your CRM. Fields are mapped to your system, and you confirm the test post arrived the way you want it.
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Your company is listed, and live requests start
Your company is added to the public partner network page, which the borrower's consent points to, and requests that fit your filters start posting in real time.
What do lenders ask about integrations?
More answers in the lender FAQ.
Does LenderMatch integrate with Velocify?
Yes. LenderMatch posts requests to your Velocify import URL in real time, under the campaign you set up for LenderMatch.
Does LenderMatch integrate with Insellerate?
Yes. Requests post to your Insellerate account as new leads, tagged with the lead source you set up for LenderMatch.
Is LenderMatch a LeadMailbox lead partner?
Yes. LeadMailbox lists LenderMatch as a lead partner, and requests post to your LeadMailbox account under the lead source you choose.
Can LenderMatch send leads to Bonzo?
Yes. Requests post into your Bonzo pipeline as new prospects at the moment the homeowner submits.
My CRM is not on the list. Can you still deliver?
Usually, yes. If your CRM, LOS or lead management system accepts an HTTPS post (JSON, XML or form fields), we map our fields to it. Ping/post and direct post to your own endpoint are also available.
Do the TrustedForm and Jornaya IDs reach my CRM?
Yes. The TrustedForm certificate URL and the Universal LeadiD travel with every request, mapped to whichever fields your system uses for them.
How do I know the integration works before live requests start?
A test post reaches your system first, and you confirm it arrived with the fields where you want them. Live requests start after that.
More for lenders
Every page in this section, plus the public partner network page borrowers see before they submit.
- Join our networkProducts, delivery, filters, pricing model and the test program form
- HELOC leadsHome equity line of credit requests
- Refinance and cash-out leadsRate-and-term and cash-out refinance requests
- VA cash-out refinance leadsRequests from the VA cash-out form
- Sample leadEvery field on a HELOC request, with sample values
- CRM integrationsYou are on this page
- How requests are generatedConsent text, TrustedForm, Jornaya, opt-outs, records
- The trigger leads banWhat the 2025 law restricts and when it took effect
- Lender FAQEvery question lenders ask before buying
Guides for buying leads
- How to buy mortgage leadsWhat to check before you pay for a lead
- Mortgage lead generation companiesThe kinds of lead companies and how to compare them
- Exclusive vs shared mortgage leadsWhat each means and when each fits
- Real-time vs aged mortgage leadsPlus live transfers, and how to test each
- How to get mortgage leadsEvery channel for loan officers and brokers
- Speed to leadHow fast to call and what to say
- TCPA rules for mortgage leadsConsent, Do Not Call and revocation in 2026
- Trigger lead alternativesWhere lenders find borrowers after the ban
- Mortgage lead calculatorCost per funded loan and break-even lead price
Start with a test program.
Tell us your products, states and filters. We reply within one business day to talk through pricing and a test insertion order, and a test post reaches your system before any live request does.
Prefer email? Write to contact@lendermatch.io.