The World’s First Lead-to-Sale Platform Purpose-Built for Consumer Direct Lenders

If your funnel rises and falls with interest rates, you don’t have a strategy, you have a dependency. Loansure connects strategic lead generation with real sales execution, designed specifically for the way Consumer Direct lenders operate.

See your custom lead-to-loan forecast.

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PLATFORM FEATURES

From Lead to Sale: One Platform for Everything You Need

Other platforms give you data. Some give you leads. Loansure gives you an end-to-end system from acquisition to conversion.

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Lead Generation

High-quality, rate-resistant leads
Data-driven targeting across borrower motivations
Portfolio-balanced marketing strategy
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Sales Enablement

AI-powered Call Intelligence
Personalized Loan Presentations
Talk track coaching + performance dashboards
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Business Intelligence & Optimization

LOS and rep-level insights
Conversion analytics by channel and campaign
Built-in coaching & behavior tracking
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Grow Your Pipeline Beyond Rate Shoppers

Most lenders only market to one type of borrower: the rate shopper. Loansure helps you diversify your marketing across the top core reasons homeowners refinance. This approach gives you:

A more stable, market-agnostic lead flow
Reduced dependency on rate cycles
A strategy that mirrors how financial advisors manage investments

Your funnel becomes predictable because it’s built like a portfolio.

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Introducing Your Marketing Investment Portfolio

Marketing Investment Portfolio

A marketing investment portfolio is created by diversifying budget across multiple loan purposes.

Loan Purpose

There are 5 reasons why homeowners refinance. Marketing impressions are allocated at the Loan Purpose level based on MIP Guidelines.

Equity Access
Term Reduction
Mortgage Payment Reduction
Risk Reduction
Equity Conversion

Marketing Program

There are 22 Marketing Programs under the 5 Loan Purposes. A Marketing Program consists of a Data and Segmentation Strategy + Creative Strategy + Budget Allocation recommendation.

Data Model

Data Models use a core segmentation strategy to identify and target homeowners most likely to respond, qualify, and convert profitably.

Creative Strategy

Creative Strategy leverages proven Base Templates tailored by format and messaging, then customizes them to meet specific client needs.

Execution

A Marketing Program delivers weekly campaigns, each tracked individually through dedicated toll-free numbers.

A lead-to-sale platform, purpose-built for direct-to-consumer lenders

Loansure supports both sales managers and loan officers with AI-powered tools and dashboards that surface the right information at the right time to drive action.

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Call Intelligence & Sales Enablement

Sales conversations shouldn’t disappear into the void. Loansure captures and analyzes loan officer calls, then turns those insights into real action.

We’ve recorded and reviewed over 4.6 million borrower conversations. That data powers:

Sales recommendations and talk tracks
Coaching and training opportunities
Smarter engagement across the funnel

This means every call makes the next one better and every team gets stronger over time.

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Business Intelligence

Measure what matters without needing more platforms.

Loansure tracks engagement and performance across the entire lead-to-loan journey. This gives both individual loan officers and managers visibility into:

Lead quality and performance
Sales team activity and conversion
Coaching opportunities that actually move the needle

This kind of transparency is rare and it’s why our clients outperform the market.

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Why Loansure?

We’ve helped clients grow steadily even as rates rise
Our platform is built on over $500M+ in marketing spend
We analyze data from over 4.6M+ calls
Our clients are scaling while competitors are downsizing
When the market shifts again, our partners will be positioned for outsized gains

If you're waiting for the next rate drop to grow, you're already behind. With loansure, you don't have to wait for the market, you grow on your terms.

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Turn Leads into
Loans Faster

Let us show you how Loansure helps you close more loans without waiting for rates to move.

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