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Stop chasing unqualified leads

Instead of spending your time and money hoping to catch customers at the right time with the right message, we bring qualified customers to you.

A platform built on transparency

We connect you with real community members

You tell us what type of customer you’re looking for, and our proprietary software identifies those looking for local financial institutions offering checking, borrowing, or savings.

Only $50 per checking lead

Acquisition costs among lowest in the industry.

The right number of leads

Choose the right lead volume for your institution.

Get leads in real time

Maximize conversions with real time lead management.

Leads sent to your CRM

Ability to integrate leads into your system.

Quick and easy onboarding

No technical resources required. We handle the heavy lifting.

How BundleFi Works

Our process

How Bundlefi Works

Unlike digital marketing companies we don’t market your brand or institution.

• We engage customers actively seeking a relationship with a community financial institution

• We verify and qualify them

• We recommend financial institutions that best meet their needs

Let's Start: Schedule a meeting to see how it works

Just give us 30 minutes to see how you can lower acquisition costs.