QLFI
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CRM & pipeline

A CRM and buyer pipeline for qualification follow-up

Work buyer leads where their qualification lives. Or keep your CRM and send the results there.

QLFI is not a lender. Results are preliminary and subject to lender verification and approval.

1

place for leads, results and messages

2

ways to work: QLFI or your CRM

$97

/mo Single Agent, + $5 per run

Team

plans share one pipeline

Pipeline

See every buyer at a glance

Every lead shows its source and qualification status, so you know who to call first.

  • Leads from websites, forms and open houses
  • Status on every card
  • Move leads as work progresses
  • Example stages shown. Set up your own.
Example pipelineIllustrative

New2

Ava Turner

Open House

Ben Ruiz

Open House

Qualified3

Maya Collins

Open House

Priya N.

Open House

Sam W.

Open House

Assigned2

Derek Shaw

Agent: J. Park

Nora Lee

Agent: J. Park

Nurture1

Luis Ortega

Check in 60 days

Lead list

Results on every lead

Estimated buying power and credit score sit right next to contact info.

  • Source of every lead
  • Qualified, not qualified or not available
  • Open any lead for the full report
Lead listIllustrative
Name Source Status Amount Score
Maya Collins Open House ● QUALIFIED $512,000 740
Derek Shaw Website ● QUALIFIED $318,000 690
Priya Natarajan API ● QUALIFIED $1,050,000 790
Luis Ortega Open House ● DNQ — 610
Hannah Brooks Website ● NOT AVAILABLE — —
Sam Whitfield API ● QUALIFIED $226,000 640

Try the pipeline in a demo

See leads, results and messages working together.

Conversations Inbox

Talk to buyers in one thread

Message buyers and collect documents without leaving the lead.

  • Conversations Inbox for buyer messages
  • Secure document collection
  • Everything stays with the lead record
InboxIllustrative
Maya Collins
Derek Shaw
Priya N.
Luis Ortega
Hi Maya, thanks for coming by Sunday. Want to see a few more homes in that range?
Yes! Anything with a yard near Oak Park.
Great. I'll send three this afternoon. Can you upload your ID so your lender can get started?
Uploaded just now.
photo-id.pdf · received
Reply…
What's included

What each plan gives you

Check pricing for current plan details.
Feature Pay As You Go Single Agent Team plans
Lead list with results Yes Yes Yes
Full pipeline / CRM No Yes Yes, shared
Conversations Inbox No Yes Yes
Document collection No Yes Yes
Lead assignment & team reporting No No Yes
Lead list with results
Pay As You GoYes
Single AgentYes
Team plansYes
Full pipeline / CRM
Pay As You GoNo
Single AgentYes
Team plansYes, shared
Conversations Inbox
Pay As You GoNo
Single AgentYes
Team plansYes
Document collection
Pay As You GoNo
Single AgentYes
Team plansYes
Lead assignment & team reporting
Pay As You GoNo
Single AgentNo
Team plansYes
Keep your CRM

Or work where you already work

  1. 01

    Connect

    Link your CRM, site or funnel to QLFI.

  2. 02

    Qualify

    New leads are checked once the buyer authorizes it.

  3. 03

    Sync back

    Qualification data goes back to your CRM.

  4. 04

    Split

    Or keep unqualified leads in QLFI and out of your CRM.

Your CRM shouldn't be full of leads you can't help yet. Keep them somewhere useful, with a clear next step. 

Pay As You Go

$0

+ $10 per run

The run, program matching, enrichment, lead list, email alerts and mobile app. No CRM or Open House App.

Single Agent

$97/mo

+ $5 per run

Adds the Open House App, CRM and pipeline, inbox, documents, websites, funnels and integrations.

Teams

From $297/mo

+ $5 per run

Adds seats (5, 10 or 20), lead assignment, shared pipeline and team reporting.

Buyers are never charged. No free trial and no included or unlimited runs. Full pricing

Common questions

No. Pay As You Go gives you the lead list and results. The full pipeline, inbox and document tools come with a subscription plan.

Yes. Connect it and QLFI sends qualification data back, or work some leads in QLFI and keep the rest in your CRM.

A shared pipeline for every seat, lead assignment and team reporting.

No. It's a secure way to collect files from buyers. Your lender still reviews and verifies them.

Related

Work every buyer from one place

QLFI is operated by Lending Consultants of America LLC. QLFI is not a lender and does not issue mortgage approvals.