For Financial Services

Maximize speed-to-lead & loan conversions.

Eliminate delays, boost loan conversions by over 30% and ensure every lead is routed to the right loan advisor - instantly.

4.9  AppExchange Rating

Loved by 20,000+ users worldwide since 2013.

The problem.

Slow response times cost loan applications.

In loans, slow responses equals cold leads, and a chance for quicker competitors to swoop in and steal the win.

Route any Salesforce object.

Borrowers expect quick replies, and any delays can result in lost opportunities.

Studies show 78% of borrowers choose the first lender to respond, making speed crucial.

Over-reliance on automation

AI’s ability to analyze vast amounts of data in real time can overwhelm advising teams.

Overusing impersonal automation may push borrowers to competitors who have better-aligned their advisors with new AI tools.

Here’s the solution.

Speed to lead matters.

Winning in loans means blending fast, automated workflows with ready-to-go sales teams. Distribution Engine helps lenders stay quick, personal, and ahead of the pack.

Speed to Lead: A guide for the small business loans market.

Our free eBook provides the strategies, insights, and technology-driven solutions 
to get the jump on your competition.

Why Distribution Engine for the loan industry.

Rapid Response

Instantly route loan leads based on your predefined criteria, ensuring quick and fair allocation to the right loan officers for the job.

Powerful Prioritization

Identify and fast-track high-value loan prospects, while managing large volumes of leads with ease.

Real-Time Lead Performance

Monitor the performance of your loan lead response times and continuously optimize your workflows for maximum efficiency.

Salesforce Native

Easy to configure and synchronize with your existing loan management system.

See Distribution Engine in action.

Keep your pipeline moving with Distribution Engine. Route loan applications to the best rep for the job in a way thats fast and fair, no matter how complex the workflow. Plus it’s 100% Salesforce native.

What our customers say.

Don’t just take our word for it!

We’ve been helping Sales and Service teams stay in the lead for 13+ years. With over 20,000 users world wide, you’re in great company.

Distribution Engine has been essential in managing our lead flow and optimizing lead distribution. It’s helped us balance lead quality and volume effectively while managing our costs.

Learn more
Hakan Citroglu
Salesforce Administrator
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The right plan for your team.

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$20

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Advanced.

Most popular
$35

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Unlimited.

$55

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