High-quality leads. Proven conversion.
US Fund Advisor acquires leads directly through a customer-to-site model. By partnering with US Fund Advisor, you gain access to high-quality leads with zero applications distributed outside the USFA network. With our enhanced tools, we ensure that leads are not broadcast to a large number of partners. Below are some of the key benefits of partnering with USFA.
- High-quality leads within the USFA network only
- No external distribution of applications
- Quality feedback and responsive support
- Customized dashboard to manage leads, view analytics, and track history
Our Partner Dashboard and Features
We’ve built a dashboard for our partners to manage leads, view trends, analyze performance, manage credentials, add funds, and monitor statuses and account information within our system. Below are the core features.
- Manage leads, apply filters, and sort leads
- Add funds directly from the dashboard
- Password reset functionality
- View account information, including limits, budget, and pricing rules
- View trends, lead counts, and analytics