ClickPoint Software
9 Case Studies
A ClickPoint Software Case Study
EZRateQuote is a lead aggregator specializing in debt and mortgage leads for large financial clients worldwide. In 2012 the company faced surging demand but lacked the systems to scale—EZRateQuote needed real-time lead delivery, automated order fulfillment, a customer portal for buying and managing leads, and flexibility to move into new verticals while maintaining lead quality.
EZRateQuote implemented ClickPoint Software’s LeadExec to automate orders, enable instant lead capture and delivery, provide a white‑label customer portal, and manage lead routing, payment visibility and redirects. The result was faster, real‑time lead distribution, improved customer experience and lead quality, and the scalable infrastructure to grow into new markets—delivered quickly and cost‑effectively.
Kevin Benner
Owner, EZ Rate Quotes