Tell Meta and Google which loan leads actually get approved
Applications are cheap to generate and expensive to qualify. Feed approvals back so ad platforms find more of the applicants you can serve.
Why applications are a weak signal
Form fills look identical
A casual browser and a qualified borrower produce the same lead event.
Approval happens off-platform
KYC, credit checks and disbursal live in the CRM, invisible to the ad account.
Long sales cycles
By the time a loan is disbursed, the campaign has already optimised on the wrong signal.
The four lending milestones worth reporting
- 1
Contacted
The applicant was reached and the enquiry confirmed.
- 2
KYC complete
Documents verified, a strong sign of intent.
- 3
Approved
The application cleared eligibility.
- 4
Disbursed
The outcome that actually earns revenue.
Built for regulated lending journeys
Stage-gated events
Only KYC-cleared, approved and disbursed stages are mapped. Raw applications are never treated as wins.
Consent-aware matching
Customer-match data is shared only where your consent and data-sharing rules allow it.
Product-level learning
Personal loan, card and home loan stay separate so each campaign learns from its own outcomes.
Delay-tolerant delivery
A disbursal that lands weeks later is still attributed to the click that started it.
Which loan stages get reported
Illustrative mapping. Your stages and event names are agreed during setup.
| CRM stage | Approved to send? | Reported as |
|---|---|---|
| Enquiry received | No | — |
| Contacted | Optional | Qualified lead |
| KYC complete | Yes | Application started |
| Approved | Yes | Application approved |
| Disbursed | Yes | Purchase, with value |
Form fills versus funded loans
Without RevenueSignal
- Platform optimises for the cheapest application
- KYC and approval stay hidden in the CRM
- Budget follows volume, not disbursals
With RevenueSignal
- Platform sees which applicants get approved
- Approval and disbursal feed the signal
- Budget can follow funded loans
What we need from your team
Your lending stages and what each one means
Access to the CRM or loan system export
Meta and Google ad account access
Your consent and data-sharing rules
We don't fight your stack
We already have a CRM. Do we need to replace it?
No. RevenueSignal sits around your CRM. Your CRM already holds the downstream outcomes that matter; we analyse and activate the approved ones so ad platforms can learn from them.
We already send leads to Meta through the Conversions API.
That is a good start. The Conversions API is the delivery route; the open question is what you send through it. A lead event alone tells the platform very little about which leads turn into revenue.
Do you send all our CRM data to Meta or Google?
No. Only approved, eligible outcomes and permitted customer-match data are mapped, according to the configuration we agree with you.
Can you guarantee lower cost per lead or higher ROAS?
No responsible platform can. Results depend on your data, volumes and campaigns, so we set a baseline first and measure against it.
Can we start with one project?
Yes, where your data and account structure allow it. A focused pilot is often the best way to see real proof before expanding.
Give your ads a better signal to learn from
Start with a Readiness Review. We look at your data journey and tell you what is worth sending back.
Request a readiness review