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How We Work

From Lead to File-Ready Delivery

At Leadco, our process is built for speed, accuracy, and compliance. Whether you’re a solo consultant or an enterprise partner, we handle every stage of the client journey—from intake to optimization—so you receive only qualified, audit-ready files that move your business forward.

Prospects are captured through ads, referrals, and web forms, and auto-routed into our secure CRM.

We run eligibility checks, conduct KYC calls, and flag risks to ensure only viable leads move forward.

Documents are collected, forms drafted, and compliance audits completed to meet your SOPs.

Completed files are delivered securely via portal, API, or export—ready for submission or handoff.

Our integrated dashboards give you real-time visibility into performance metrics like lead quality, turnaround time, and delivery accuracy—enabling continuous improvement at every stage.

Our Process

1 -

Intake & Capture

Prospects enter our system via targeted ads, referral links or embedded web forms—automatically routed into our secure CRM.

2 -

Qualification & Screening

Our specialists conduct eligibility checks, KYC calls and risk-flag reviews so only viable, “case-ready” leads move forward.

3 -

File Assembly & Compliance

We gather every document, draft required forms and perform dual-stage quality audits against your SOPs and regulatory standards.

4 -

Handoff & Delivery

Fully vetted, audit-ready files are delivered via encrypted portal, API or CSV—ready for your team (or partner firm) to pick up and submit.

5 -

Reporting & Optimization

Real-time dashboards track volume, turnaround times and quality metrics—ongoing reviews drive continual improvement.

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