• Setting Up Your Settings Like Our Top 5% Client - Recommended Settings to Maximize Lead Quality and Calendar Efficiency

  ⚙️ What are the best SmartRoute settings to block unqualified leads? Summary: This guide walks you through SmartForm’s optimal SmartRoute setup used by top-performing clients. You’ll learn how to block unqualified leads from booking calls, redirect them to tripwire offers, and auto-segment based on credit score—even when the system can’t return a score. Recommended SmartRoute Settings Overview These settings are based on hundreds of real-world deployments and are used byPopular

• SmartRoute Explained: How Routing Works and Why It Matters

  📌 What is SmartRoute and how does it work? Summary: Discover how SmartRoute uses financial data to route leads to the best-fit offers in real time, boosting conversions and ensuring legal compliance. SmartRoute is our intelligent routing system that uses financial data to guide each lead to the most relevant product or offer in real time. Examples: Broke with bad credit → Sent to a free training or content Some funds → Low-ticket or entry-level offer High credit limits → HigFew readers