Stop buying leads.
Start receiving decisions.
Dinero Summit delivers pre-qualified, consent-verified consumers who have already structured their decision. They're not browsing — they've chosen your service category and are ready to engage.
This isn't lead gen.
It's decision infrastructure.
Traditional lead marketplaces sell contact information to the highest bidder. Dinero Summit structures the consumer's decision first — then connects them to the provider who fits best.
Pre-qualified, consent-verified consumers
Every consumer completes a multi-step intake, connects banking data via Plaid, and pulls credit via Spinwheel before you ever see them. You receive consumers who understand their situation, have consented to data sharing, and match your specific intake criteria. No cold traffic. No tire-kickers.
AI-scored matching — not bid-based allocation
Our Partner Match Agent scores every consumer against your profile using weighted factors: debt range fit, geographic coverage, specialization match, and historical outcome data. The highest-fit provider gets the match — not the highest bidder. This means better outcomes for consumers and higher conversion for you.
Compliance infrastructure included
Every lead delivered through Dinero Summit includes full compliance documentation: Jornaya LeadiD tokens, ActiveProspect TrustedForm certificates, Blacklist Alliance screening, TCPA-compliant consent records, and timestamped audit trails. We handle the compliance burden so you can focus on serving consumers.
Guardian Agent protects your reputation
Our Guardian Agent monitors consumer sentiment and interaction quality across the platform. Providers who maintain high satisfaction scores get priority routing. Providers who don't meet standards get flagged, coached, or removed. This protects both consumers and your brand's association with the network.
Transparent. Flat. Aligned.
Our fee structure is designed so the platform's incentive is always aligned with the consumer's best outcome — and yours.
We don't accept everyone. That's the point.
Dinero Summit' value depends on the quality of its provider network. Every partner must meet these standards — no exceptions, no grandfathering.
Licensing & compliance
- • Active state licenses for all operating jurisdictions
- • Clean regulatory history — no unresolved enforcement actions
- • Current E&O or professional liability insurance
- • Documented complaint resolution process
Consumer protection standards
- • No upfront fee collection before services rendered
- • Clear, written fee disclosures before engagement
- • Minimum 3-day cancellation window
- • No misleading outcome guarantees or success claims
Operational readiness
- • Dedicated intake team or CRM integration capability
- • Response time SLA: first contact within 4 business hours
- • Monthly performance reporting to Dinero Summit
- • Willingness to participate in quarterly quality reviews
Mission alignment
- • Consumer-first philosophy — guidance over sales pressure
- • Transparent pricing — no hidden fees or buried costs
- • Commitment to education alongside service delivery
- • Long-term outcome focus, not short-term conversion
From application to first match in 21 days.
Apply
Submit basic company information, target consumer profiles, and compliance documentation.
Vetting
Our compliance team reviews your licensing, complaint history, and consumer disclosures (5 business days).
Integration
Setup secure webhook delivery to your CRM. Map intake data fields (API documentation provided).
Pilot
Receive initial capped volume to test conversion rates, API stability, and disposition reporting.
Live
Full access to the Partner Match Agent. Scale volume based on performance and consumer feedback.
Dinero Summit is for you if:
- ✓ You want consumers who understand their financial situation before you speak to them.
- ✓ Your sales team wastes time disqualifying leads who don't fit your exact criteria.
- ✓ You believe transparency and consumer education lead to higher LTV.
- ✓ You are willing to report back disposition data to improve our matching algorithms.
Dinero Summit is not for you if:
- ✗ You rely on high-pressure sales tactics or bait-and-switch pricing.
- ✗ You want to buy lists of phone numbers to cold-call.
- ✗ You cannot integrate with a webhook or API for secure lead delivery.
- ✗ You aren't willing to pass our compliance and vetting standards.
Provider questions
Do you share leads with multiple providers?
No. When a consumer selects your specific offer from their structured options, that connection is 1-to-1. We never sell the same consumer to multiple providers to create a bidding war.
What data do I receive with a match?
You receive the consumer's contact info, their explicitly stated goals, verified income ranges, verified debt ranges (via Spinwheel), and full TCPA consent tokens. You do not receive raw bank login data.
How do you price the referral fee?
Fees are flat and categorized by product type (e.g., Debt Settlement, HELOC, Credit Card). They are not dynamic or bid-based. Contact partnerships for the current rate card for your vertical.
Can I set specific filters?
Yes. You define your exact "buy box" (e.g., min debt amount, state exclusions, minimum income). Our Partner Match Agent will only show your offer to consumers who strictly fit those criteria.
What is the Guardian Agent?
The Guardian Agent periodically checks in with consumers after they match with you. If a consumer reports that your fees were higher than disclosed or that you used aggressive tactics, the Guardian Agent flags your account. Consistent flags result in removal from the network.
Better consumers. Better outcomes. Better economics.
Apply to the Dinero Summit provider network. Vetting takes 5 business days. First matches within 21 days. Contact our partnerships team to discuss integration and vetting requirements.
Apply Now