Submit client referrals and track their mortgage progress with our Lead Management authenticated embed.

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About the Lead Management Embed

The Lead Management embed streamlines client mortgage financing so you can focus on what you do best. Whether you’re closing real estate deals, handling legal wrap-ups, or coordinating insurance, this embed manages your clients’ mortgage journey from referral to funding while keeping you informed at each key milestone. Included widgets:
  • Lead Submission Widget - Submit client referrals using a branded form
  • Lead Review Widget - Track financing progress in real time from pre‑approval through funding

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What Is a Lead?

A lead is simply a warm introduction to someone who needs mortgage support. When you submit a client via the embed, here’s what happens automatically.

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How It Works

  1. Submit leads with basic client info (name, email, financing need)
  2. Automated follow-up - Perch contacts clients to confirm interest
  3. Lead conversion - Clients automatically become plans when they sign up
  4. Progress tracking - Monitor stages like Pre‑approval → Approved → Funded
  5. Pipeline management - Unconverted leads are archived
Learn more about how Leads and Plans interact in our Leads and Plans guide.

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Static Embed Deployments

We’ve created static versions of the Lead Management embed for quick deployment: Pre-configured embed URLs:

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Using the Lead Management Embed

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Authentication

Access via public URLs or embed in your CMS. Users can sign up or use Google Sign In.
See our Implementation Guide for embedding instructions.
Embed access is limited to approved team members. New sign-ups automatically notify your Perch Representative, who will follow up within 2 business days.

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Lead Submission

Once logged in, users access the Lead Submission form designed for real-time client interactions—perfect for ISAs or agents submitting while on a call. Required fields:
  • First & Last Name
  • Email
  • Plan Type (e.g. Buying, Switching, Refinancing)
Optional fields:
  • Phone Number
  • Notes (for context)

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Lead Review

The Lead Review tab shows all leads submitted by the user (or firm, depending on access). Each entry includes:
  • Name & Email
  • Invite and Conversion Dates
  • Active Plan Status (e.g. “Pre-Approved | $400,000”)
Available actions:
  • Toggle Show Converted to filter leads
  • Click the icon next to Email to copy client contact
  • Export CSVs (coming soon) to integrate with your CRM
Access control:
  • Firm owners see all firm leads
  • Individual members see only their submitted leads

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Need Help?

  • Technical questions: partnersupport@myperch.io
  • Partnership inquiries: Contact your Perch representative
  • Custom embed requests: Reach out to your account manager