No data bleed
Tenant Isolation
Dedicated workspaces keep borrower data fenced per brokerage, partner, and pilot tenant.
VetraLead
Mortgage Lead CommandMortgage lead command + AI-assisted qualification
Compliant lead queues that always dial the hottest borrowers first.
VetraLead responds across every intake channel, captures loan context, and presents a prioritized queue so your team never guesses who deserves the next call. Finance-grade guardrails keep every conversation on record.
- Know exactly who to call next across every intake.
- Respond in seconds with AI-assisted qualification.
- Never miss a hot lead or partner referral again.
Built for mortgage brokersCompliance-first workflowsFast time-to-first-call
Pilot averages
38 sec
avg first response
4 of 5
leads qualified to call
0
missed hot leads
Intake
Every lead arrives with complete context.
Source, intent, and qualification stay intact from intake to first call.
VetraLead captures the details brokers care about up front and preserves the chain of custody through qualification and first-touch.
Source of truth
Exactly where the lead came from — and when.
Borrower context
Intent signals, notes, and key loan details.
Queue logic
SLA risk and readiness built into prioritization.
Audit-ready trail
Every touch logged for compliance and QA.
Supported sources
Queue-readyCSV / LOS export
Drop a file or schedule exports. Fields are normalized and deduplicated automatically.
Web forms
Capture source, campaign, and timestamps so attribution is never a guess.
Partner referrals
Preserve partner-provided context and route leads consistently.
Manual entry
Fast one-off intake with required fields and guardrails.
Result
A prioritized queue with source attribution, qualification context, and a clear next action.
Product
Lead intelligence that makes the next call obvious
VetraLead pairs browser-grade polish with the signals and guardrails broker teams expect.
app.vetralead.com
Priority queue by intent + SLA
Sort leads by urgency and close potential automatically.
One-click lead detail
Open the borrower record and see what matters in seconds.
AI explanation + first-touch draft
Get a concise rationale and a suggested first message.
Source attribution
Trace every lead back to the originating form, LOS export, or partner.
How it works
Capture. Qualify. Prioritize.
Every workflow is purpose-built for mortgage compliance and partner SLAs. No new CRM to learn-just the control tower you wanted from day one.
1
Capture
Plug in LOS exports, web forms, call-center notes, and referral uploads with secure connectors.
2
Qualify
A calm assistant confirms intent, timeline, loan goals, and documentation while logging transcripts.
3
Prioritize
Every borrower receives a score and SLA countdown so your team knows exactly who to call next.
Why teams switch
Lead chaos costs revenue.
VetraLead isn’t a marketing promise. It’s the system that ensures the leads you already earn are answered, qualified, and prioritized.
57%
of internet leads call two lenders
Missed leads
Borrowers shop around. When inboxes back up, hot deals drift to competitors within minutes.
0
centralized qualification answers
No shared context
Loan officers rely on gut feel and scattered notes, so handoffs feel messy and unverified.
6
tools most teams juggle
Scattered follow-up
Spreadsheets, sticky notes, and disconnected texting apps cause duplicate outreach or silence.
Security & trust
Guardrails designed for mortgage compliance and partner expectations.
We keep the overview short here. The detailed security packet covers pen-test cadence, logging topology, and shared responsibility expectations for your IT team.
TLS 1.2+
Encryption in Transit
TLS 1.2+ across every intake source and webhook ensures sensitive docs stay protected.
Exam ready
Audit Trail
Immutable event logs track who touched each lead, which SLA fired, and what was sent.
Principle of least privilege
Role-Based Access
Least-privilege roles align with branches, teams, and referral partners so views stay scoped.
Early access
Secure your spot on the pilot roster.
We onboard a handful of mortgage brokerages each month to keep support personal. Share an email and we will coordinate a walkthrough; no spam, just logistics.
- - Align on intake sources, routing, and compliance guardrails.
- - Import sample leads to preview prioritization logic.
- - Receive the full security packet and implementation plan.