Root Exchange

Lead Supply Chain Management

The Root Exchange is RMI’s revolutionary lead marketplace. The Exchange allows lenders and brokers to buy leads from multiple providers through one central source, in real time. It enables lenders to screen leads based on multiple criteria, so they only pay for leads that meet their specific requirements.

Perfect for Lending Institutions of Any Size

For local lenders, the Exchange provides an easy way to capture local market share by targeting consumers using state or even zip code. It also allows for quick expansion into the national market, by targeting consumers who are looking for a specific product. For larger regional and national lenders, the Exchange is invaluable as an efficient and cost-effective source of new retail customers.

Root Exchange is an Asset for Companies That

Currently buy internet leads
Would like to gain insight into the quality and pricing of internet leads before making an investment
Struggle with multiple lead providers, contracts, delivery channels, sales reps, return policies and invoices
Are looking to replace underperforming lead providers
Would like to consult with an unbiased third party on lead buying initiatives

Features and Benefits of Root Exchange

Centralized Lead Buying

Manage all lead buying through our easy to use Web site. Root Exchange provides instant access to multiple lead providers through one platform making multiple-campaign testing easy and efficient.

One Point of Contact

Benefit from a third party with extensive mortgage industry experience to help you manage your lead buying without the sales pressure.

Adjustable Filters

Manage leads from the start with adjustable filters. The Root Exchange allows lenders to see which leads and providers are providing the best conversion rates, to adjust filters accordingly, and to obtain maximize returns.

Real-Time Reporting and Analytics

View detailed reports on all lead activity and analyze data by lead, supplier or filter criteria. Custom reporting is available upon request.

Real-Time Lead Delivery

Integrate with most lead management systems via Root Exchange to get accurate, real-time lead delivery.

Interactive Dashboards

Quickly view leads in detail, analyze your spend, review filters and check the status of all your lead orders from one platform. Easily download your leads and orders into Excel spreadsheets (.csv files).

Quality Lead Providers

Buy from top lead providers that pass Root Exchange's extensive due diligence process. Return, duplicate rates and key conversion metrics are monitored on an ongoing basis to ensure consistent quality. Diversifying your spend on Internet Leads has never been easier.

Private Channel Campaigns

Experience easy campaign management with our Private Channel program, which allows for the moving of existing supplier relationships to the Root Exchange as well as bringing new sources to market quicker, more efficiently and with centralized reporting.

Cross Supplier De-Duping

Avoid purchasing the same lead twice with cross supplier de-duping controls. All leads are attributed to the original supplier.