Know Who is
Financially Qualified
Before You Pick Up
The Phone.Know Who is Financially Qualified
Before You Pick Up
The Phone.

OmniaIQ pre-qualifies every application within seconds, soft pull only. No SSN, no score impact. Your team only touches the files that will fund, close, or convert.

Schedule Demo Get Started

Soft pull onlyNo SSNZero score impact

4.9 · 240+ teams

/ Business Funding

LIVE

Michael Reyes

LLC · 4 yrs · Prospect ID 10458

Qualified98% confidence

Credit

742

Great

Time in Biz

4 yrs

Stable

Revenue

$840k

Verified

Program matches

6 eligible

SBA 7(a) — $250k9.75%
Term Loan — $175k11.2%

Soft PullNo SSN 2.1s

Trusted infrastructure

Bank-Grade Encryption

TCPA Compliant

70%

Fewer Wasted Calls

OmniaIQ lets your team save time and frustration and speak to qualified leads.

3×

Higher Close Rate

Don't settle for anything less than an Omnia Verified File™.

98%

Hit Rate

Industry-leading match rate — you always have insights into your leads.

How it works

Three steps between you and a fundable pipeline.

From form submit to sales-ready lead in under three seconds.

Step 01 · ~5 min setup

Connect

Wire OmniaIQ into any form, CRM, calendar, or workflow you already use. No engineering required — most teams are live in a day.

Step 02 · < 3 seconds

Screen

Every lead is instantly pre-qualified with a soft credit pull — credit, DTI, income, and program match returned in real time.

Step 03 · Automatic

Route

Qualified files go straight to your closers. DNQs get routed to nurture or a matched alternative — nothing is wasted.

The routing engine

One inbound. Every right outcome.

OmniaIQ scores every lead in seconds and routes them to the program that will actually approve.

Routing engine

Titan Roofing LLC

Profile

Score

Match

Route

Borrower Profile

Titan Roofing LLC

INDUSTRYConstruction

HEADCOUNT18 FTE

ANNUAL REV$2.85M

TIME-IN-BIZ5.2 YRS

Borrower Profile

Titan Roofing LLC

INDUSTRYConstruction

HEADCOUNT18 FTE

ANNUAL REV$2.85M

TIME-IN-BIZ5.2 YRS

OmniaIQ Score

91/ 100

High Fit

Scenario Alignment

SBA 7(a)Working Cap

98%

Business LOCRevolving

89%

Equip LeaseAsset Finance

74%

MCA FundShort-Term

12%

Routing Verdict

Qualified

SBA Desk · Tier 1

Est. Facility$200k – $450k

Risk FactorLow (A+)

Universal Integration

Plug OmniaIQ into every stack.

One-line install on any funnel, CRM, form builder, or ad platform. No engineering lift — every lead enriched, scored, and routed in under three seconds.

HubSpot

Typeform

Webflow

WordPress

Zapier

Mailchimp

Calendly

Leadpages

HubSpot

Typeform

Webflow

WordPress

Zapier

Mailchimp

Calendly

Leadpages

ClickFunnels

Gravity Forms

GoHighLevel

Unbounce

Jotform

Kajabi

Salesforce

Meta Ads

Google Ads

ClickFunnels

Gravity Forms

GoHighLevel

Unbounce

Jotform

Kajabi

Salesforce

Meta Ads

Google Ads

One engine · every vertical

Pre-qualify by vertical. One engine. Every application type.

Consumer, mortgage, or SMB — same soft-pull, same instant program match, same underwriter-ready file. Scroll through how OmniaIQ works across each vertical.

01 · Consumer & Buy Now Pay Later

Turn every high-ticket shopper into a pre-approved buyer.

Score the cart before the rep says hello. OmniaIQ soft-pulls the shopper, matches the right Buy Now Pay Later or installment program, and hands your closer a live approval — not a maybe.

Soft-pull FICO, available credit, and DTI in under 3s
Auto-match to Affirm, Klarna, Bread, or in-house installment
Full underwriting audit trail attached to the order

Inbound application

Consumer / Buy Now Pay Later

Scoring

Taylor Whitmore

High-ticket buyer · $6,400 cart

FICO

738

Prime tier

Avail credit

$18k

Ample

DTI

27%

Healthy

Best-match program

Affirm · 24 mo

0% promo · pre-approved

Under 3s decision Approved · route to close

02 · Mortgage

Every borrower lead, program-matched before the first call.

Kill the pre-qual busywork. OmniaIQ pulls credit, verifies income signals, and matches every lead to the right loan program — Conventional, FHA, VA, or Jumbo — so LOs only work files that can actually close.

Soft-pull FICO plus DTI, LTV, and reserves surfaced instantly
Program engine matches Conventional, FHA, VA, and Jumbo in one pass
Underwriter-ready file lands in your LOS — no rekeying

Inbound application

Mortgage

Scoring

Morgan Chen

Primary · $520k purchase

FICO

768

Excellent

DTI

32%

Under cap

LTV

80%

Conforming

Best-match program

Conventional 30-yr

6.375% · $416k principal

Under 3s decision Program-matched · LO handoff

03 · SMB Funding

Underwriter-ready SMB files, auto-assembled on submit.

Stop chasing bank statements. OmniaIQ verifies the entity, pulls the owner's credit, confirms time-in-business and revenue, and matches the deal to SBA, term, or MCA programs before your underwriter opens the file.

Entity + owner verified against Secretary of State and IRS records
Revenue and time-in-business scored against your program box
SBA 7(a), term loan, LOC, and MCA offers ranked by fit

Inbound application

SMB Funding

Scoring

Amara Kelley

S-Corp · 6 yrs · $1.4M revenue

FICO

781

Excellent

TIB

6 yrs

Established

Revenue

$1.4M

Verified

Best-match program

SBA 7(a) · $500k

8.75% · 10-yr amort

Under 3s decision Underwriter-ready file

Works with your stack

Qualify from any form, book with confidence.

Enrich every submission and every calendar invite with real-time credit, business, and intent signals — before your team ever picks up the phone.

Universal Integration

Turn any form into a lead qualification tool.

Instantly qualify leads from any form. OmniaIQ plays nice with every lead-capture tool — enriching submissions with the actionable insights you need to make data-driven decisions.

Submission

NameMorgan Chen

Program$12K coaching

SourceMeta lead ad

Enriched · 0.7s

Credit721

Avail. credit$7,500

BNPL pre-qual$13,500

Decision · Qualified

Plays nice with

Leadpages

Typeform

ClickFunnels

Gravity Forms

GoHighLevel

Jotform

HubSpot

Heyflow

Webflow

WPForms

…and every other form, CRM, or funnel you use.

Calendar Intelligence

Every booking arrives pre-qualified.

Stop wasting time on calls that won't close. OmniaIQ enriches every calendar invite with real-time signals so your team knows exactly who they're talking to before they dial in.

Week of May 19

86% show rate

Morgan Chen

SBA · 720+

Mon 19

Marcus R.

Mortgage · A

Wed 21

Priya Nair

Review

Thu 22

Jordan E.

DNQ

Fri 23

Mon

Tue

Wed

Thu

Fri

PNPriya Nair

Review

MCMorgan Chen

SBA · 720+

MRMarcus R.

Mortgage · A

JEJordan E.

DNQ

New booking · Amara Kelley

Scored 97% · routed to senior closer

1.8s

The OmniaIQ Advantage

Your ads get smarter with every single lead.

OmniaIQ feeds real financial qualification data back to Meta in real time. Qualified leads train the pixel to find more buyers. Unqualified leads get added to exclusion lists that protect your ad spend. Your targeting improves automatically, every single day.

Qualified conversions sent through the Conversions API

Unqualified leads pushed to exclusion audiences

Lookalikes built from verified buyers, not form fillers

Morgan Chen

$25k

Marcus Bell

$13.5k

Jordan Tate

DNQ

OmniaIQ Qualifies

Qualified

CAPI event

Lookalike

DNQ

Exclusion

Stop spend

Smarter ad spend

-38%

Cost per qualified lead

+2.4x

ROAS improvement

Why OmniaIQ wins

Other tools give you credit scores. OmniaIQ gives you credit intelligence.

Same lead form. Completely different intelligence.

Feature

Other Providers

OmniaIQ

Qualification match rate

<80%

95%

Purchasing Power

Yes

Income Information

Maybe

Yes

Real-Time Data

Yes

Business Funding Pre-Qualification

Yes

Mortgage Pre-Qualification

Yes

Buy Now Pay Later Qualification

Yes

Intelligent routing

Maybe

Yes

Works with any form

Yes

Customizable Pre-Qualification Forms

Yes

Customizable Pre-Qualification Website

Yes

Pay as You Go

Yes

Free Trial

Yes

Customer success

Trusted By Top Sales Organizations
Across Multiple Industries.

“We stopped burning our closers on tire-kickers. In the first 60 days our fund rate went from 4% to 11% without touching lead volume.”

Daniel K.

VP Sales, SMB Lender

2.7×fund rate

“OmniaIQ is the only reason our closer team hits quota. Every booking on their calendar is already scored. Zero surprises.”

Priya S.

Head of Growth, Mortgage

-63%wasted calls

“We used to deliver leads and pray. Now we deliver Omnia-Verified files and our lender clients renew every month.”

Marcus T.

Founder, Lead Agency

94%client retention

“We finally have a qualification layer that matches our sales motion. Close rates jumped in the first quarter.”

Rachel M.

Director of Sales, Fintech Lender

+41%close rate

“By far the best tool we've ever implemented in our sales business, hands down. No question.”

Justin Colby

The Science of Flipping

+$71kprofit

“We stopped burning our closers on tire-kickers. In the first 60 days our fund rate went from 4% to 11% without touching lead volume.”

Daniel K.

VP Sales, SMB Lender

2.7×fund rate

“OmniaIQ is the only reason our closer team hits quota. Every booking on their calendar is already scored. Zero surprises.”

Priya S.

Head of Growth, Mortgage

-63%wasted calls

“We used to deliver leads and pray. Now we deliver Omnia-Verified files and our lender clients renew every month.”

Marcus T.

Founder, Lead Agency

94%client retention

“We finally have a qualification layer that matches our sales motion. Close rates jumped in the first quarter.”

Rachel M.

Director of Sales, Fintech Lender

+41%close rate

“By far the best tool we've ever implemented in our sales business, hands down. No question.”

Justin Colby

The Science of Flipping

+$71kprofit

“We stopped burning our closers on tire-kickers. In the first 60 days our fund rate went from 4% to 11% without touching lead volume.”

Daniel K.

VP Sales, SMB Lender

2.7×fund rate

“OmniaIQ is the only reason our closer team hits quota. Every booking on their calendar is already scored. Zero surprises.”

Priya S.

Head of Growth, Mortgage

-63%wasted calls

“We used to deliver leads and pray. Now we deliver Omnia-Verified files and our lender clients renew every month.”

Marcus T.

Founder, Lead Agency

94%client retention

“We finally have a qualification layer that matches our sales motion. Close rates jumped in the first quarter.”

Rachel M.

Director of Sales, Fintech Lender

+41%close rate

“By far the best tool we've ever implemented in our sales business, hands down. No question.”

Justin Colby

The Science of Flipping

+$71kprofit

15%close rate increase

Built for every high-ticket sale

One platform. Every vertical that depends on funding.

Lending, generating leads, closing mortgages, or selling a $10k coaching program — OmniaIQ tells you who's actually going to convert.

Talk to sales

SMB Lenders

Fund more of the deals already in your pipeline.

Pre-underwrite every applicant before your team ever picks up the phone.

2.7× fund rate

Learn more

Lead Providers & Agencies

Stop shipping leads that were never going to fund.

Deliver Omnia-Verified files and turn one-time buys into long-term contracts.

+94% client retention

Mortgage version →Learn more

Mortgage Lenders

Pre-underwrite every lead against every program.

Program-matched offers with rate, LTV, and payment — before the LO calls.

63% fewer wasted calls

Learn more

Buy Now Pay Later Plan

Coaches & High-Ticket Sales

Pre-qualify buyers for financing & Buy Now Pay Later in real time.

Know before the call whether they'll qualify for Affirm, Afterpay, Klarna, or a card.

Higher AOV, less refunds

Learn more

Stop guessing. Get Started Today.

Schedule a 20-minute demo. We'll show you exactly how OmniaIQ fits into your funnel, your CRM, and your close rate.

Schedule Demo Get Started

Know Who isFinancially QualifiedBefore You Pick UpThe Phone.Know Who is Financially QualifiedBefore You Pick UpThe Phone.

Three steps between you and a fundable pipeline.

Connect

Screen

Route

One inbound. Every right outcome.

Titan Roofing LLC

Titan Roofing LLC

Qualified

Plug OmniaIQ into every stack.

Pre-qualify by vertical. One engine. Every application type.

Turn every high-ticket shopper into a pre-approved buyer.

Every borrower lead, program-matched before the first call.

Underwriter-ready SMB files, auto-assembled on submit.

Qualify from any form, book with confidence.

Turn any form into a lead qualification tool.

Every booking arrives pre-qualified.

Your ads get smarter with every single lead.

Other tools give you credit scores. OmniaIQ gives you credit intelligence.

Trusted By Top Sales OrganizationsAcross Multiple Industries.

Daniel K.

Priya S.

Marcus T.

Rachel M.

Justin Colby

Daniel K.

Priya S.

Marcus T.

Rachel M.

Justin Colby

Daniel K.

Priya S.

Marcus T.

Rachel M.

Justin Colby

One platform. Every vertical that depends on funding.

Fund more of the deals already in your pipeline.

Stop shipping leads that were never going to fund.

Pre-underwrite every lead against every program.

Pre-qualify buyers for financing & Buy Now Pay Later in real time.

Stop guessing. Get Started Today.

Know Who is
Financially Qualified
Before You Pick Up
The Phone.Know Who is Financially Qualified
Before You Pick Up
The Phone.

Trusted By Top Sales Organizations
Across Multiple Industries.