Integrations Lead sources
Lendgo is a consumer marketplace for HELOCs, refinances, purchases and VA loans. A borrower fills in Lendgo's form, sees the lenders matched to them, and agrees to be contacted by up to five. Lendgo is paid a lead fee by the lenders. Your lead is one of up to five calls the borrower is expecting.
Lendgo offers borrowers home refinance, home purchase, veteran loans and HELOCs, and its HELOC form promises to “see top 5 lenders that will likely approve your loan.” Its terms are clear about the model: “Lendgo is NOT a lender or creditor.” It receives “a marketing lead generation fee by providers,” and that pay “may influence where the Site shows the offers and how often.” Its disclosures put it more simply: “Who pays our bills? The lender.”
Lendgo publishes nothing for lenders: no pricing, delivery options, filters or return policy. If you buy from Lendgo, get those terms from your Lendgo contact in writing.
Before the borrower submits, Lendgo shows them “up to five of the following lenders that have been preselected by default to contact you with a quote,” and lets them change the selection. The consent they give covers those lenders, by phone and text, “including through the use of automated dialing technology, AI generated/prerecorded/artificial voice, SMS/MMS.”
So the borrower is expecting calls from up to five lenders, and Lendgo has told them each will come with a quote. HELOC borrowers usually know what they want the money for. The lender who reaches them first, while they’re still at the screen, has the best chance of being the one they apply with.
Lendgo doesn’t publish how it delivers leads to lenders, so start by asking. Callingly takes leads by webhook, by email, or through your CRM:
CRMs Callingly connects to directly include HubSpot and Salesforce, and many more through Zapier. Whichever route you use, 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.
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 how much they want to borrow, what it’s for and roughly what the home is worth, 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 LendingTree, Lead Planet and the rest of a mortgage team’s lead flow.
Up to five. Lendgo’s consent language asks the borrower to let “up to five” lenders contact them, chosen from the lenders matched to their request, and the borrower can change which ones before they submit.
Lendgo’s terms say it receives “a marketing lead generation fee by providers” and that “Lendgo is NOT a lender or creditor.” It doesn’t publish lender pricing, delivery options or a return policy, so get those from Lendgo in writing before you start.
Lendgo’s consent language covers calls from the lenders the borrower agreed to hear from, “including through the use of automated dialing technology, AI generated/prerecorded/artificial voice.” Check with Lendgo that the consent on your leads names your company, and call only the leads Lendgo delivered to you.
No credit card required.