A listing tells people you exist. The Lead Engine turns interest into members — capturing every inquiry, alerting your team instantly, and tracking it from first click to funded account.
Capture at the moment of intent
An eligibility pre-check and a membership-interest form on your profile turn browsers into named leads. Each lead carries who they are, what they're interested in, and where they're located.
Route and work every lead
New leads land in your inbox with an instant email alert, and can be assigned to the right branch or loan officer. Move them through a simple pipeline — new, contacted, joined — with notes, assignees, and a branded auto-responder so no lead goes cold.
Prove the ROI
Every lead is tracked and exportable, so you can tie membership growth back to the channel. At ~$500 in annual value per member, a handful of conversions covers the whole subscription.
What's included
- Eligibility pre-check + membership-interest capture
- Instant email alerts; assign to a branch or officer
- Pipeline stages, notes, and assignees
- Branded email auto-responder
- CSV export and conversion tracking
Frequently asked
Where do leads come from?
From the eligibility checker and membership-interest form on your profile and branch pages, plus tool-driven leads from calculators and guides routed to eligible credit unions.
Can I send leads to different branches?
Yes. Leads can be assigned to branches or specific staff, and branch-scoped team members see only their branch's leads.
How do I measure results?
The pipeline and analytics show leads by stage and conversion over time, and you can export leads to your CRM to close the loop on funded accounts.