Buyer & Lead Routing
Built-in buyer routing and lead delivery. No bolt-on tools.
Manage buyers, routes, deliveries, lead lists, and import standardization — all from inside DialGame.AI.
Buyer Management
- Active/inactive buyer status
- Buyer email tracking
- Campaign assignments
- 30-day posting volume
- Create new buyers
- Multi-buyer support
Buyer Routes
- Route-level lead delivery controls
- Buyer · vertical · mode · status · priority
- Price & daily cap
- Posts over last 30 days
- Active and paused routing
- Warm-transfer style routing
- Per-route pricing
- Unlimited or fixed daily caps
Postings / Delivery Audit
- Audit log of every delivered lead
- Date/time · buyer route · mode · agent
- Lead ID · attribution ID · delivery status
- Price · sent/pending status
- Filter by status, date, agent
- Revenue attribution & accountability
Lead Lists
- Upload & scrub lists
- Assign to campaigns
- Monitor list depth
- Total leads + dialable leads
- Last-call date
- Import actions & active toggles
- Per-list custom fields
Refunds & Return Processing
A dedicated workspace for your QA & buyer management team.
Purpose-built for the quality assurance specialist — or whoever owns buyer relationships and lead sales — to review return requests, validate them against each client's agreed-upon filter set, and reconcile balances in one place. No spreadsheets. No back-channel credits. Every decision is auditable.
Return Review Queue
- Centralized inbox of buyer-submitted refund & replacement requests
- Side-by-side view of the lead record vs. the buyer's contracted filters
- Approve, deny, or partial-credit with required reason codes
- Internal notes & full decision audit trail per request
- Bulk actions for high-volume return batches
Filter-Match Validation
- Auto-compare each disputed lead to the buyer's active filter set
- Clear pass/fail breakdown across every qualification field
- Surface exactly which criteria the buyer claims were missed
- Protects revenue from invalid returns — supports the legitimate ones
- Defensible documentation for every approved or denied refund
Order & Balance Adjustments
- Adjust orders directly from an approved refund decision
- Issue credits against prepaid balances or postpaid invoices
- Replacement leads automatically re-queued to the buyer's route
- Per-buyer ledger of charges, credits, refunds, and replacements
- One source of truth for finance, ops, and account management
Leads Sold vs. Leads Owed
- Live tally of leads sold, leads delivered, and leads still owed
- Track outstanding replacement obligations per buyer
- Prepaid balance burn-down and postpaid AR exposure at a glance
- Reconcile revenue, refunds, and replacement liability in one view
- Exportable reports for finance, partners, and end-of-month close
Import & Standardization
Clean data before it ever gets dialed.
Credit score → credit band
Loan purpose normalization
Refinance/cashout mapping
Home value cleanup
Mortgage balance cleanup
LTV cleanup
Interest rate cleanup
First name · last name · address
City · state
Loan type · property type
Qualification Simulation
DialGame.AI can show whether imported leads qualify for live buyers before they're dialed — and explain what blocked qualification.
Built for any vertical
Mortgage Refinance
Debt Settlement
Solar
Insurance
Home Services
Financial Services
Appointment Setting
Lead Generation
Transfers
Any Outbound Sales Vertical
Live Demo · 30 minutes
Ready to make your sales floor impossible to ignore?
Book a live DialGame.AI demo and see how predictive dialing, AI, rewards, routing, compliance controls, and real-time gamification come together in one platform.