Overview

Payless is a powerful, custom-built web platform designed by Digital Perfection to streamline high-volume loan operations for a financial institution managing 1M+ leads per month and $100M+ in funded loans. Built as a centralized CRM, Payless connects agents, brokers, and multiple lenders in a fully automated loan pipeline.

From deduplicated lead intake to multi-lender application distribution, agent commission tracking, and digital document workflows—Payless simplifies and scales every part of the loan lifecycle with speed, accuracy, and transparency.

Key Features

Automated Lead CRM & Deduplication

Filters out duplicate submissions by name, email, and phone across 1M+ leads monthly.

Multi-Lender Application Distribution

Single application auto-sent to multiple lenders, with tracking and centralized updates.

Agent & Broker Portals

Separate dashboards for role-based access, commission visibility, and lead workflows.

Commission-Based Logic

Auto-calculates agent/broker commissions and generates real-time payout tracking.

Integrated Softphone & Email

Built-in calling feature and auto-email triggers for timely follow-ups.

Accounting + AP Integration

Connects to accounting systems for automatic payouts, invoices, and finance workflows.

Monthly E-Statements

Digital statements for all agents showing commissions, closed loans, and performance.

Webhook + 3rd Party Data Support

Imports affiliate leads, supports third-party integrations, and delivers real-time updates.

Smart Lead Routing

Assigns new leads to the first-available rep; reassigns after 24 hours if inactive.

Bulk Import & E-Signature

High-volume lead imports with real-time updates and digital document signing.

Custom Dashboards & Reports

Track leads, conversions, funding progress, and agent/broker performance in one place.

Performance Benchmarks

1M+ Leads Processed Monthly — filtered, routed, and converted

$100M+ Funded Loan Volume through the Payless pipeline

Zero Lead Duplication via automated filters and clean data tracking

Real-Time Commission Visibility for agents and brokers

Automated Follow-Ups drive higher conversion and faster approvals

Why It Stands Out

  • Built for Scale — Handles millions of leads, hundreds of lenders, and active reps
  • All-in-One CRM & Loan Hub — From lead intake to final funding
  • Custom Routing Logic — No lead is lost, no rep left untracked
  • Transparent Commission System — Full visibility and trust for sales teams
  • Seamless Third-Party Integration — From affiliate networks to finance tools
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