Overview
Pipeline health
Live SLA coverage across every source.
42
Active leads
11
Ready to call
2
SLA risk
- Lead #1042Prequalified
- Lead #1043Docs pending
- Lead #1044Needs follow-up
VetraLead
Mortgage lead command + AI-assisted qualification
Lead queues that stay calm, compliant, and always dial the hottest borrowers first.
VetraLead responds across every intake channel, captures loan context, and presents a prioritized queue so your team never guesses who deserves the next call. Finance-grade guardrails keep every conversation on record.
- Know exactly who to call next across every intake.
- Respond in seconds with AI-assisted qualification.
- Never miss a hot lead or partner referral again.
Lead Detail
Lead #1043 · Docs pending
Qualification summary synced from chat and forms.
- Loan type
- Conventional
- Timeline
- 30-45 days
- Channel
- Web intake
- Priority score
- 92
Next action: verify income docs and confirm co-borrower.
Conversations
Latest touchpoints
Structured log across SMS, email, and partner portals.
System · 9:02a
Auto-reply: received intake + next steps.
Lead #1042 · 9:04a
Confirmed phone call availability at 1:30p.
Broker · 9:06a
Shared rate range + scheduling link.
Pilot averages
38 sec
avg first response
4 of 5
leads qualified to call
0
missed hot leads
Demo video
See the command center in motion.
A short walkthrough shows how VetraLead keeps pipelines organized, qualifies automatically, and points loan officers toward the right borrower within seconds.
Caption: 60-second walkthrough.
Product
Lead intelligence that makes the next call obvious
VetraLead pairs browser-grade polish with controls broker teams expect. Screenshots below use placeholder imagery. Swap them with production captures in /public.
app.vetralead.com
Hot lead
Lead #1045
Status: Priority follow-up · SLA in 17m
Auto-qualified 12:04pm
Priority score: 92
Escalation window: 17m
Command overview
Queue every borrower by readiness, revenue impact, and SLA clock.
Lead detail
Lead #1043
Docs pending · Score 92
Summary
Borrower ready · 30% down
Docs
ID verified · Income pending
Channel
Web form · SMS follow-up
Next action
Call scheduled 1:30p
Notes
Prefers text confirmation
Lead detail
See qualification answers, uploaded docs, and follow-up tasks in one card.
Conversations
Threaded outreach across SMS, email, and partner portals stays compliant.
Sources
Trace every lead back to LOS exports, referral tapes, or marketing forms.
How it works
Capture. Qualify. Prioritize.
Every workflow is purpose-built for mortgage compliance and partner SLAs. No new CRM to learn—just the control tower you wanted from day one.
1
Capture
Plug in LOS exports, web forms, call-center notes, and referral uploads with secure connectors.
2
Qualify
A calm assistant confirms intent, timeline, loan goals, and documentation while logging transcripts.
3
Prioritize
Every borrower receives a score and SLA countdown so your team knows exactly who to call next.
Why teams switch
Lead chaos costs revenue.
VetraLead is not another marketing promise; it is the calm center that ensures the leads you already earn get answered, qualified, and prioritized.
57%
of internet leads call two lenders
Missed leads
Borrowers shop around. When inboxes back up, hot deals drift to competitors within minutes.
0
centralized qualification answers
No shared context
Loan officers rely on gut feel and scattered notes, so handoffs feel messy and unverified.
6
tools most teams juggle
Scattered follow-up
Spreadsheets, sticky notes, and disconnected texting apps cause duplicate outreach or silence.
Security & trust
Guardrails designed for mortgage compliance and partner expectations.
We keep the overview short here. The detailed security packet covers pen-test cadence, logging topology, and shared responsibility expectations for your IT team.
No data bleed
Tenant Isolation
Dedicated workspaces keep borrower data fenced per brokerage, partner, and pilot tenant.
TLS 1.2+
Encryption in Transit
TLS 1.2+ across every intake source and webhook ensures sensitive docs stay protected.
Exam ready
Audit Trail
Immutable event logs track who touched each lead, which SLA fired, and what was sent.
Principle of least privilege
Role-Based Access
Least-privilege roles align with branches, teams, and referral partners so views stay scoped.
Early access
Secure your spot on the pilot roster.
We onboard a handful of mortgage brokerages each month to keep support personal. Share an email and we will coordinate a walkthrough; no spam, just logistics.
- - Align on intake sources, routing, and compliance guardrails.
- - Import sample leads to preview prioritization logic.
- - Receive the full security packet and implementation plan.