Scout - the Qualify tool
Built - live today

Qualify the lead while they are still on the page.

Scout replaces the contact form with a short, branded funnel. The client answers a few questions and immediately sees a ranked list of loan products that fit their situation, while you get a fully qualified enquiry with the facts and stated preferences already captured.

Sample

What kind of property are you buying?

A house to live in
An investment property
Refinancing my current loan
The problem

The callback delay is where the lead goes cold.

A contact form and a one-business-day promise engage nobody. By the time you call back, the client has filled in three other forms and moved on. They wanted an answer in the same session, and someone else gave them one.

From funnel to matches

A quick conversation, then real matches.

Scout is a short, Typeform-style flow that asks the match-critical questions first, then shows value. The client sees a featured top match plus a ranked shortlist, with an indicative repayment calculated in the browser and clearly labelled as indicative, not a quote.

  • Every match reflects the live market

    Ranked from real, current lender data, not a rate sheet you maintain by hand.

  • Intent captured as they go

    Their answers and results-page refiners become a preference signal you can read.

  • The lead lands in your pipeline

    Every submission resolves a client and writes an enquiry, never anyone else's.

H
Harbour Lending Co.
SampleStep 1 of 4

What are you looking to do?

Helps us match you with the right lenders.

The whole live market

Ranked against live lender data, not a hand-picked list.

Scout matches against the whole live Australian mortgage market, sourced from Consumer Data Right (Open Banking) data and filtered to genuinely presentable loan products from active lenders. The loan products and rates a client sees are drawn from what the lenders themselves currently publish, synced through the day.

A client can narrow or re-sort what they see with results-page refiners, and that choice is captured as intent. Your own CRM always receives the full lender and loan-product identity, whatever a client-facing channel shows.

A record you can reconstruct

Each result is stored as an immutable snapshot.

The moment a client qualifies, the matches are frozen as an immutable snapshot on the submission. You can always reconstruct exactly what the client saw, and at what rates, at the moment they qualified, even after the market has moved.

Lender identity and live attributes are resolved fresh when the page renders, and degrade gracefully if a loan product has since been withdrawn.

Verification strategies

Choose how much a client proves before results unlock.

Each funnel picks a per-configuration strategy for SMS mobile verification, so higher-quality, verified leads and less spam are a setting, not a rebuild.

Identifiable

Full-identity results, no verification step. The default.

Gate

No results until the client verifies their mobile. The strongest anti-spam posture.

Reveal

Rates and repayments show immediately; lender identity unlocks on verification.

Where it fits

One stage of a longer journey.

See all six tools
  1. 01SparkAttract
  2. 02ScoutQualify
  3. 03NudgeEngage
  4. 04ProbeGather
  5. 05VouchVerify
  6. 06SolveRecommend
Pricing

A separate subscription, at its own tier.

Scout offers a genuine Free entry point, a Pro tier that unlocks custom branding, and a Business tier that adds partner co-branding with source attribution. See how the tiers compare.

FreeProBusiness
See pricing
Scout - the Qualify tool

Let them qualify themselves, in your funnel.

Turn the contact form into a branded qualification flow that ranks the live market and hands you a ready lead. Start free, or book a demo.