Cost per funded
Lead source attribution for financial services
Attribute every high-value lead all the way to funded revenue
Lenders, advisors, and fintech run long, phone-driven funnels. SourceLoop ties every call, form, and application to its channel, all the way to funded revenue, with consent-aware first-party tracking and the full multi-touch journey, not a last-click guess.
Free 7-day trial. No credit card required.
Used by 750+ marketing teams, agencies, and SaaS companies
Built for financial services
From first click to funded, attributed with consent in mind
Cost per funded client by channel, funded revenue rolled up to source, and consent-aware first-party tracking, all built for long, phone-driven financial funnels.
Funded revenue
Funded revenue rolled up, to the source that drove it.
Compliance-ready
First-party and consent-aware, with hashed identifiers and an audit log.
Channel attribution
See which channels drive high-value clients
Multi-touch attribution on a single first-party dataset, built for funnels that span weeks or months. Switch models in a click to credit the channels that start and close relationships, not just the last touch.
- Full multi-touch across long cycles
- Cost per funded client, by channel
Channel attribution · Last 90 days
Funded| Channel | Spend | Funded | Cost / funded |
|---|---|---|---|
 Google Ads | $18K | 58 | $310 |
 LinkedIn | $13K | 24 | $540 |
 Meta | $9K | 32 | $280 |
 Referral | $0 | 21 | $0 |
| Email | $2K | 14 | $140 |
Call tracking
Attribute high-intent inbound calls
The biggest financial inquiries come by phone. Connect CallRail, CallTrackingMetrics, or Invoca and every call is attributed to the caller's journey, with the recording attached.
- CallRail, CallTrackingMetrics, and Invoca
- Source and campaign on every call
A
(212) 555-0188 · Inbound call
6m 02s · recording attached
First touch
Google · CPC ·
brand_search
Google · CPC ·
brand_search Journey before the call
Google Ads click 9d ago
Visited /rates 4d ago
Requested a quote 1d ago
Called an advisor just now
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Funded
Revenue attributed by channel
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First-party
Consent-aware by design
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30+
Ad & CRM integrations
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Months
Long-cycle multi-touch ready
Long-cycle funnel
Watch leads move from inquiry to funded
Build the funnel that matters: lead, qualified, application, funded. Slice by source so you can see which channel drives volume versus which channel drives funded revenue, across weeks or months, not a single session.
- Build any funnel in clicks, no SQL
- Source breakdown for every stage
Lead to funded · Last 90 days
Funded revenue
See funded revenue and cost per funded by source
A live dashboard that rolls funded revenue up to the channel that earned it, with cost per funded next to it. Stop reporting on form fills and start reporting on the revenue that actually closed.
- Funded revenue and cost per funded, live
- Every dollar tied to its original source
Funded by source Live
Funded $1.8M +22%
Cost / funded $312 -9%
Funded trend
By source Google Ads $680K Meta $420K Referral $360K LinkedIn $240K Email $100K
Google Ads $680K Meta $420K Referral $360K LinkedIn $240K Email $100K Conversion sync
Push funded clients back to your ads
Forward qualified and funded conversions to Google Ads, Meta, and LinkedIn as server-side offline conversions so bidding optimizes toward clients who fund, not cheap form fills.
- Real-time, server-side via Conversions API
- No GTM, no DIY CAPI endpoint to babysit
Funded conversions pushed to ads
Google Ads 149 Live Meta CAPI 132 Live LinkedIn CAPI 61 Live 
TikTok Ads 38 Live FAQ
Financial services attribution questions
How do you attribute high-value inbound calls?
Connect CallRail, CallTrackingMetrics, or Invoca and every inbound call becomes an attributed lead alongside your forms and applications. SourceLoop matches the call to the caller's web session, so a call to an advisor or loan officer carries the same source and campaign as an online form. Offline calls still record, tagged as Direct.
How do you handle our long sales cycles?
SourceLoop keeps a visitor's full first-party history, so a relationship that starts with an ad click in January and funds in April is still credited to the original source. Multi-touch models show every channel in between, not just the last click.
Is the tracking privacy and consent aware?
Yes. Cookies and storage are first-party on your domain only, and SourceLoop integrates with major consent platforms so marketing data is collected in line with the visitor's choices. Data is never shared across SourceLoop customers. For specific regulatory requirements, talk to our team so we can scope your setup.
Can I push funded or qualified applications back to my ad platforms?
Yes. Forward funded and qualified conversions to Google Ads, Meta, and LinkedIn as server-side offline conversions so smart bidding optimizes toward applications that fund, not the cheapest form fills.
Does it work with our CRM?
Yes. Sync attributed leads and their full journey to HubSpot, Salesforce, or Pipedrive so advisors and reps see the source and history on every record.
