Smart Match — Homeowner Selecting Services
Smart Match™

The Moment a Lead
Becomes a Customer

Smart Match™ is the final step — where a homeowner reviews their personalized plan and selects the services they want. Our analytics match them with the right products for their home, turning them into an exclusive, qualified lead delivered directly to your team.

Exclusive qualified leads
Homeowner chose you
Zero shared with competitors
Delivered directly to your CRM
Exclusive Qualified LeadsHomeowner Chose YouZero Shared LeadsDirect CRM Delivery16 Home Upgrade ProductsHELOC Pre-QualifiedPerformance-Based PricingThe Final Step in Lead Boost
Exclusive Qualified LeadsHomeowner Chose YouZero Shared LeadsDirect CRM Delivery16 Home Upgrade ProductsHELOC Pre-QualifiedPerformance-Based PricingThe Final Step in Lead Boost
What Smart Match™ Delivers

The Only Lead That
Already Said Yes

Every Smart Match™ lead has seen their personalized plan, understood the financing, and actively opted in. They didn't fill out a generic form — they chose specific services for their specific home.

Supersize Your Network

16+

home service verticals in network

Supersize Your Network

Your product gets offered across the entire dealer network. Your effective reach grows without buying a single new lead — every homeowner in the pipeline is a potential customer.

Passive Revenue Stream

$0

additional overhead to earn

Passive Revenue Stream

When contacts in your pipeline book with another trusted DealerBridge dealer for a different product, you earn automatically. Hands-free revenue from leads you couldn't close yourself.

Homeowner Chose You

100%

exclusive — never shared

Homeowner Chose You

Smart Match™ leads are exclusive — the homeowner selected your service category from their personalized plan. Nobody else received the same contact. They opted in specifically for you.

How the Match Works

From Aged Lead to
Qualified Opportunity

The Smart Match™ moment is the payoff of the entire Lead Boost pipeline — every prior step exists to make this moment happen.

01

Homeowner Reviews Their SSP

The homeowner opens their personalized Smart Savings Plan showing recommended upgrades, monthly costs, savings projections, and pre-matched financing options.

02

Selects Services They Want

They choose which upgrades they want to move forward with — roofing, HVAC, windows, or any of the 16 products. Their selections are specific to their home.

03

Confirms Their Selections

A single click submits their selections. At that moment they become a qualified, active lead — not a cold contact, a homeowner with intent.

04

Delivered to Your Team

The lead arrives in your CRM with their Smart Score, selected services, financing status, home data, and contact details. Everything your team needs to close.

WHAT COMES WITH EVERY SMART MATCH™ LEAD

Smart Score (A–F)

Selected Services

Home Value

Available Equity

Financing Status

Contact Details

Step 5 of 5The Pipeline Pays OffHomeowner Already Said YesCRM-Ready Lead DataSmart Score IncludedNo Shared Leads EverPerformance-Based PricingNo Upfront Cost
Step 5 of 5The Pipeline Pays OffHomeowner Already Said YesCRM-Ready Lead DataSmart Score IncludedNo Shared Leads EverPerformance-Based PricingNo Upfront Cost
Start Smart Matching Today

Turn Aged Data Into
Exclusive Opted-In Leads

Book a demo and we'll show you exactly how Smart Match™ converts homeowners into exclusive, qualified leads — starting with a pilot on your aged data.