Lead Planet leads: exclusive or shared with up to 3 lenders, and Lead Planet says call in 5 minutes

Lead Planet makes its own leads, and you set the filters

Lead Planet has sold mortgage leads since 1999 and says it has “never sold a lead we did not generate ourselves.” The leads come from its own search and social ads and its own consumer sites. Each one is a real-time inquiry: a borrower who just finished a form asking about a purchase, a refinance, an FHA loan or a home equity loan. Home equity leads say whether the borrower wants a HELOC or a second mortgage.

Your Lead Planet account executive sets your filters: licensed states, loan programs, credit score range, loan amount range and lead format. Home equity leads can also be filtered by credit grade and CLTV. There’s no contract or setup fee, and you start with $300. Lead Planet doesn’t publish per-lead prices. Its terms say fees are billed in advance, subscriptions renew automatically, and fees aren’t refundable unless your agreement says otherwise.

Exclusive or shared: decide how many lenders you’re racing

An exclusive lead “go[es] to you and only you.” A non-exclusive lead is “shared with a maximum of 3 lenders at a lower cost.” On a shared lead, the borrower who just filled in one form is about to hear from up to three lenders. Lead Planet’s own pitch for shared leads is contact rates that are “strong with fast first call,” which means the lender who calls first has the best shot.

Lead Planet says “contacting a lead within 5 minutes of submission produces dramatically higher conversion rates,” and that “speed-to-contact is the primary driver of FHA lead conversion.” It doesn’t publish the data behind the five minutes. But exclusive or shared, a lead that waits in an inbox while your loan officers finish other calls has already lost those minutes.

How to get each Lead Planet lead called as soon as it reaches Callingly

Lead Planet delivers leads “typically within seconds” by CRM integration, email or its lender portal, and sets up the CRM connection during onboarding. It doesn’t name the CRMs it posts to or document an API or Zapier app. So you have two ways in. By email:

1. 1 In Callingly, add an email integration. It gets its own @mail.callingly.com address and sends its leads to the team you pick.
2. 2 Ask your Lead Planet account executive to add that address to your lead delivery, or forward Lead Planet’s lead emails to it with a rule in your inbox.
3. 3 Send a few test emails, then tell Callingly support. They set Callingly up to read Lead Planet’s email format within a few business hours.
4. 4 Send a test lead through. Calls begin within a few minutes of the email.

Or through your CRM. If Lead Planet posts your leads into a CRM that Callingly connects to, either directly, like HubSpot or Salesforce, or through Zapier, start the Callingly call from the CRM instead. Ask your account executive which CRMs Lead Planet posts to.

Either way, the AI Agent calls each lead that arrives inside your team’s call hours as soon as it lands, and only between 8 AM and 9 PM in the lead’s time zone. For leads outside those hours, add an AI call to the sequence’s Outside Business Hours branch, or turn on its “Wait until next business hours” step so the call goes out at the next time that fits both your call hours and the lead’s window.

What happens when the AI Agent calls

Within your team’s call hours, each new lead gets a call from the AI Agent as soon as it reaches Callingly, plus texts in the same sequence if you want them. The AI Agent asks your qualifying questions, such as loan purpose, property type and timeline, and warm-transfers the live borrower to a loan officer who’s free. When nobody is, it offers a callback at a time the borrower picks. When the borrower doesn’t answer, the followup sequence keeps calling and texting on your schedule.

The same route works for LoanBright, Lendgo and the rest of a mortgage team’s lead flow.

Lead Planet lead questions

How much do Lead Planet leads cost?

Lead Planet doesn’t publish per-lead prices. You need $300 to start, there’s no contract or setup fee, and exclusive leads cost more than shared ones. Its terms say fees are billed in advance and aren’t refundable unless the law or your agreement says otherwise.

Are Lead Planet leads exclusive?

If you buy exclusive, yes: “Exclusive leads go to you and only you.” Non-exclusive leads are shared with up to 3 lenders. On those, the borrower will hear from up to two other lenders, so the first call matters most.

Can Callingly call Lead Planet live transfers?

A live transfer arrives as a borrower already on the phone with your loan officer, so there’s nothing to dial. Callingly calls Lead Planet’s real-time web leads, the ones that arrive as data.