Mortgage Readiness & Loan Eligibility Screening
The Challenge
Agents invest time in buyers who cannot secure financing; deals fall apart at the last step.
But here is the real problem:
No upfront screening for financing readiness.
As a result:
Deals collapse after weeks of engagement.
Manual eligibility checks delay the process.
As a result:
Buyers lose interest or move to competitors.
The Approach
We added financing screening early in the buyer journey.
Pre-screened buyers close 2× faster than unscreened ones.
Early financial context helps agents prioritize effectively.
We needed a solution that could:
Automated loan eligibility checks based on income and credit.
Direct routing to finance partners for qualified buyers.
The Solution
Financing readiness checks at first contact.
Eligibility Screening
Collects income, employment, and credit profile to assess loan readiness.
Partner Routing
Connects eligible buyers to in-house or partner finance teams.
Agent Alerts
Notifies agents of financing status before the first meeting.
The Impact
Financing outcomes:
52%
fewer deal drop-offs due to financing issues.
2×
faster loan processing for pre-screened buyers.
Result? Fewer surprises, more closures.
Finance first, then show property.
