Financial qualification for high-ticket sales

Know who can pay before you say hello

SimpleCheck shows you a lead's credit score, available credit, and income inside your CRM, before anyone picks up the phone. No SSN. A few seconds. Real numbers from their actual file, not a guess based on their email address.

  • Soft pull only, zero credit impact
  • 100% FCRA compliant
  • Works with any CRM
  • Matched to the person, not guessed from an email

Tap any call to see what you could know before hello.

Today's Calendar
3 wasted2 real buyersyou don't know without SimpleCheck
Lower Wasted Calls
76%Lower Wasted Calls
Higher Close Rates
2.1xHigher Close Rates
Lower Cost Per Closed Deal
64%Lower Cost Per Closed Deal

Figures reflect aggregate SimpleCheck client results.

  • Coaching
  • Dental
  • Cosmetic Surgery
  • Med Spa
  • Fertility
  • Solar
  • Contractors
  • Agencies

You're selling blind and you're paying for the privilege

Your team is good. Your offer works. Your ads are running. But 30% of the people on your calendar physically cannot pay you. They don't have the credit. They don't have the cash. And you don't find out until the end of the call.

People lie on application forms in both directions. Broke prospects inflate income. Wealthy prospects downplay resources. Your forms are giving you fiction.

“30% of all calls we were scheduling simply, even if they wanted to, could not afford our service. You can kind of do the math on what that's costing your business.”

TimTim Madden - Executive Career Upgrades, $500K-$1M/mo

Everyone else is guessing

Enrichment tools take an email address and work out which person it most likely belongs to. They hand you a confidence score, because they're estimating.

We don't estimate. Every result is matched against that person's actual file. Either we find them and you get real numbers, or we don't and you know that too. There's no third category where you're acting on a maybe.

That's the difference between data and an educated guess, and it's why the numbers hold up on the call.

We match 94% of the leads we're given. When we can't, we say so rather than returning a guess with a confidence score attached.

How it works

How it actually works

Consent is built right into your opt-in form - fully transparent, fully compliant, zero added friction. SimpleCheck runs an FCRA-compliant soft pull in seconds. Your team knows everything before the call.

  1. Step 1

    Consent at opt-in

    Consent is built right into your opt-in form — fully transparent, fully compliant, zero added friction.

  2. Step 2

    Soft pull in seconds

    SimpleCheck runs an FCRA-compliant soft pull in seconds.

  3. Step 3

    Your team gets the full picture

    Your team opens the lead and sees what they're walking into.

SmartRoute

Then it sorts them for you

Qualified buyers go straight to the calendar. Borderline leads get a follow-up call first. Everyone else gets a downsell offer - so you still make money on every lead.

No manual sorting. No guessing. Your CRM does the routing the second a lead opts in.

  • Route by credit score, available credit, or income
  • Works with GoHighLevel, HubSpot, Salesforce, and more
  • Real-time qualification data flowing to your ads
  • Qualified buyers

    650+, or 1.5x your ticket price available on credit. Straight to the calendar.

  • Borderline leads

    600 to 649. A qualifying call first.

  • Everyone else

    Under 600. A downsell offer, so you still make money on every lead.

These are the defaults we start you on, averaged across every account we run. Once you have your own data we tune them to it.

We also prequalify against real lenders, not just a score, with more being added.

Lead Card
Name
John S.
Email
john@email.com
Phone
555-123-4567
Can Pay?
🤷 ???

You won't know until the end of the call.

Credit Score
742
Available $
$18,400
Income
$95,000

✓ Qualified Buyer

Want to see it on your own leads?

Bring us a list and we'll show you what's actually in it.

Your pixel learns who your actual buyers are

SimpleCheck feeds real financial qualification data back to Meta in real time. Qualified leads train the pixel to find more buyers. Unqualified leads get added to exclusion lists to protect your ad spend.

Meta's algorithm learns what a real buyer looks like and finds more.

Meta Ads Pixel Intelligence

Real-time qualification data flowing to your ads

Connected
Sarah T.-Qualified· 731
→ Sent to pixel
Mark D.-Unqualified
→ Added to exclusion list
Lisa M.-Qualified· 764
→ Sent to pixel
Dan W.-Qualified· 702
→ Sent to pixel
Exclusion audience updated · Lookalike refreshed
Qualified rate
30%
Cost / qual lead
$45
ROAS
2.1x
Processed
0

Avg client results across 500+ active clients

“We took our close rate from 25% to 45%, and our ROAS from 3.5x to 16x. Any call our closer gets on, we 100% know they can buy.”

Callum B.Callum B. - Client Success Club, ROAS 3.5x to 16x

What 500 of them say about it

  • Close rate 25% → 50%+

    “The best product that I have ever seen that we've ever implemented in the last five years. There's nothing even remotely close to it.”

    Joey W.Joey W. - 7-Figure Sales Agency
  • Saved her closer from quitting

    “I was getting ready to lose a closer because she was tired of getting on the phone with unqualified leads. It wasn't a skill issue. It was a lead quality issue.”

    Lindsey V.Lindsey V. - Business Owner
  • 25-year marketing vet says game changer

    “If this is real, if this is legit and it's legal, this is pretty game changer. It makes no sense not to, unless you just want to go to every call completely blind.”

    Mark S.Mark S. - CEO, High-Ticket Coaching
  • $300K+ recovered

    “We stopped guessing and we could actually see who's qualified or not, right away. I'd rather have a list of 10,000 qualified buyers versus a hundred thousand freebie seekers.”

    Antonio R. - Reverse Flip, Real Estate Education
FCRA compliant

We built this around FCRA from day one

SimpleCheck was built from day one around FCRA requirements with CredibleCapture consent verification, proper soft pulls, and immutable audit trails. We did that work up front so you're not the one explaining it to a regulator.

Lead qualification

What is lead qualification?

Lead qualification is the process of confirming whether a prospect can realistically pay for your offer before a sales rep invests time on a call. Real lead qualification goes beyond form answers and intent signals - it uses verified financial data pulled directly from credit bureaus, especially for qualifying high-ticket leads where the cost of an unqualified call is highest.

SimpleCheck is lead qualification software that reveals credit score, available credit, and income at opt-in. Real financial data delivered in seconds, no SSN, fully FCRA compliant.

  • Higher show rate

    Qualified leads show up. 80%+ of no-shows have a sub-650 credit score across all SimpleCheck accounts.

  • Higher close rate

    Leads who want your offer and can actually afford it close. SimpleCheck clients see an average 2.1x higher close rate.

  • Save a bunch of time

    Every wasted call costs your team time they could spend on someone who can close. Stop burning calendar capacity.

Lead Qualification Guides

Find out who on your calendar can actually pay you.

If 30% of your calls can't buy, you already know what that costs. The question is whether you want to keep finding out at the end of the call.

No contracts. No SSN required. Works with your existing CRM.

Know who can pay before you say hello.