Offline conversion tracking for mortgage and insurance marketing
3
2
Why ad platforms chase form fills instead of funded loans
Google and Meta optimize toward whatever event you send them. Send form fills and they buy cheap form fills. Send funded loans and they go looking for borrowers. Most lenders and agencies never send the second kind, because the outcome lands in the LOS or AMS weeks later with nothing tying it back to the click or the call. Offline conversion tracking builds that tie and keeps it current.
Closed-loop attribution pipelines from your CRM to Google Ads and Meta
Offline conversion tracking for lenders and agencies. We send funded loans and bound policies back to Google Ads and Meta. Ask for a tracking audit.
Persistent lead ID
A unique ID is generated at capture, written to a hidden form field or the call record, and stored in the CRM as a permanent property.
Click and call identifiers
GCLID, WBRAID, FBCLID, and the CallTrackingMetrics session are saved with the lead so every later upload matches a real click or call.
Google Ads offline conversion import
Qualified, application, and funded events upload on a schedule with their values, sourced from HubSpot, Salesforce, or Velocify.
Meta Conversions API
Lead-stage and revenue events go server-side from the CRM, so Meta learns from bound policies and funded loans instead of pixel fires.
How an offline conversion tracking build runs
Every build includes call attribution through dynamic number insertion, direct mail attribution on the same lead ID, and the event values Google needs for value-based bidding. We work in Google Ads, Meta, CallTrackingMetrics, HubSpot, Salesforce, Velocify, Google Tag Manager, and Snowflake.
What closed-loop reporting changes for lenders and agencies
Ad platforms bid on revenue events instead of form fills. You see cost per funded loan, closed deal, or bound policy by channel. Calls are attributed to a source rather than lost in the phone system. Direct mail and digital sit in the same model, so the two budgets compete on equal terms. Book a tracking audit at (844) 936-3433 and we will show you where your funded outcomes stop short of the ad platforms.
Frequently Asked Questions
Store the click ID with the lead at capture, record the outcome in the CRM, then upload the outcome and its value to Google Ads on a schedule using the click ID or enhanced conversions for leads. We build and monitor that pipeline.
Yes. We build a server-side connection that sends lead-stage and revenue events from the CRM to Meta, so campaigns optimize toward qualified and closed outcomes rather than pixel events.
Yes, if the lead ID and click ID travel with the record. We carry both from the form or call, through the CRM, into the Encompass funded event, then upload that event to Google Ads with its value.
The number of systems and events involved. A single CRM to Google Ads pipeline is a small fixed project. Multi-platform builds across mortgage and insurance with warehouse reporting are larger. A tracking audit sets the scope.
For mortgage and insurance, yes. A large share of high-intent leads call first. Without dynamic number insertion those calls have no source, and reporting undercounts the channels that produce funded loans.
We trace one lead from click or call to funded, closed, or bound, and list every point where the ID drops. Request the audit online or call (844) 936-3433.
Start with a system review
If you want campaigns, hire a vendor. If you want acquisition operated as a system with visibility into revenue, from the mailbox to the CRM to the funded loan, CoreLeadz is built for that.