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Description
LeadExec by ClickPoint Software is enterprise lead distribution software built for lead sellers, lead buyers, agencies, call centers, and ping/post marketplaces that need scalable real-time lead routing and buyer management. The platform helps organizations automate lead intake, lead qualification, routing logic, compliance workflows, and API-based lead delivery from one centralized system.
LeadExec supports advanced lead distribution models including ping/post routing, weighted routing, percentage-based routing, exclusive lead delivery, and multi-buyer lead sales. Teams can create and manage buyers, campaigns, suppression rules, returns, delivery methods, and routing workflows without relying on complicated manual processes.
The platform also includes AI-assisted setup tools designed to reduce onboarding friction and help teams configure lead routing, delivery workflows, and integrations faster with less manual effort. LeadExec is one of the first platforms in the lead distribution industry to use AI within its own infrastructure, helping simplify setup, optimization, and operational workflows.
LeadExec integrates with industry-leading compliance, verification, and communications providers including ActiveProspect TrustedForm, Trestle, IPQualityScore, Pure CallerID, and Twilio to support TCPA compliance, lead validation, fraud prevention, and communication workflows.
Built on scalable cloud infrastructure, LeadExec supports organizations across industries including insurance, home services, mortgage, education, and affiliate marketing. The platform has supported enterprise organizations including Terminix, Rentokil, and TruGreen.
Description
RiskExec is an innovative cloud-based platform designed for compliance reporting, risk management, and analysis, specifically tailored for financial institutions to streamline their regulatory compliance duties. By automating tasks such as data cleansing, analytics, reporting, and visualization, it effectively addresses requirements like the Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), Fair Lending, Fair Servicing, Redlining, and the Small Business Lending Rule (1071 SBL). This modular, web-based software efficiently processes and cleans various lending and servicing data, incorporates geocoding and sophisticated multi-layered mapping, and provides immediate, ready-to-use analyses and reports that facilitate exam preparedness, benchmarking against peers, setting goals, and identifying risks proactively across different portfolios. RiskExec’s robust analytics suite features regression analysis and match pair testing to uncover disparate impacts, interactive maps to evaluate geographic performance, automated checks for data validation and quality, and personalized dashboards that cater to specific user needs. With its comprehensive tools, RiskExec empowers institutions to navigate the complexities of compliance while enhancing their overall risk management strategies.
API Access
Has API
API Access
Has API
Integrations
Ally Invest
Frost
GoHighLevel
Gravity Forms
IPQS Reverse Phone Lookup
Jotform
Regions Business Banking
Smarty
Trestle
Twilio
Integrations
Ally Invest
Frost
GoHighLevel
Gravity Forms
IPQS Reverse Phone Lookup
Jotform
Regions Business Banking
Smarty
Trestle
Twilio
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClickPoint Software
Founded
2007
Country
United States
Website
clickpointsoftware.com
Vendor Details
Company Name
RiskExec
Founded
2015
Country
United States
Website
riskexec.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
