Exclusive Bank Statement Leads

Deposits Tell The Real Story.
Tax Returns Show Deductions.

12 or 24 mo statements · Up to 90% LTV · Up to $2M

The Lead Profile Screened in the ad
Credit660+
Documentation12 Or 24 Mo Statements
LTV Primary90%
LTV Investment80%
Loan SizeUp To $2M
DTI50% Max
First click deterrence. This box runs inside the ad creative. Borrowers who can't show the deposits read it and keep scrolling. You never pay for that click.

I generate 100% exclusive bank statement leads from a first-party audience of self-employed borrowers. Deposits verified. Opted in. Owned. Every lead delivered under your brand, in your markets, against your box.

Closing $1M+/mo at 2.0+ bps? Keep reading.

Bank Statement Lead Data

144 Bank Statement Leads.
Measured, Not Claimed.

144 bank statement leads · single client account (Rate Hero) · May to July 2026
Pulled from the same production database my clients read every day.

Lead LedgerSingle Account · Rate Hero
01
660+ credit. The deterrence line in the ad does the filtering before the form.144 asked
76.4%
02
Investment property. Self-employed money buying rentals, not window shopping.Occupancy answered
93.1%
03
$250K or larger. Average request $533K.Loan amount answered
72.2%
04
$50K+ liquid. Reserves exist before the first phone call.Liquidity answered
45.8%
05
Cost per bank statement lead. Lifetime blended across every bank statement campaign.Lifetime blended CPL
$38
06
Cost per funded deal. Book-wide figure, all products. Most teams never track it.Portfolio-wide
$1,200
50.7%
Purchase
25.7%
Cash-Out
23.6%
Refinance

Per-field denominators. Each figure is computed over the leads that answered that question. One client account is a small sample and I say so plainly. CPL is lifetime ad spend over lifetime bank statement leads. Portfolio-wide figures are labeled. Data as of July 28, 2026.

Want this run against your own bank statement box?

Hard Qualification

This Doesn't
Work For
Everyone.

About 1 in 20 qualification calls booked turns into a client. The other 19 are either not a fit or I don't take them on.

More leads into a broken system produce bigger losses faster. I've seen exactly how this fails and I don't build programs that fail.

If I can't create value for you, I'll tell you on the call.

Not closing $1M+/month in funded volume yet
Comp structure under 2.0 bps
Can't deploy $8,000-$15,000/month in ad spend
No underwriting infrastructure or follow-up process
Last-ditch effort to rescue a struggling pipeline

Find Out If You Qualify

Book
The Call.

I'll pull the live bank statement data on the call. Lead-level, not a slide. If your box lends on deposits instead of returns, 15 minutes tells us both whether it fits.

15 min Google Meet Direct with Ryan

Every month you spend on recycled leads is a month you're funding someone else's arbitrage.