Personal Loan Call Tracking
Connect personal-loan calls with available campaign, keyword, landing-page, and marketing-source information.
Marketing and lending teams can then review which activities generate phone inquiries.
Loan Business Call Tracking
Loan Business Call Tracking Software for Lenders
See which campaigns, keywords, landing pages, and marketing sources generate borrower calls.
AvidTrak helps lending teams:
- Track loan calls by campaign, keyword, landing page, and source.
- Route borrower inquiries to the appropriate team, branch, or location.
- Identify missed calls and conversations that may need follow-up.
- Review recorded calls with AI-powered transcription and conversation outcomes.
- Connect supported call information with CRM, advertising, and reporting platforms.
14-day free trialNo credit card required
Borrower call activity
326Tracked calls
118Borrower inquiries
8Branches
Google Ads - "personal loan
rates"Rate inquiry · 4m 36s
High intent
Organic - Business loans pageEligibility
question · 3m 42s
Follow-up
Local campaign - Auto loansApplication
inquiry · 5m 08s
Routed
Loan Call Attribution
What Is Loan Business Call Tracking?
Loan business call tracking connects inbound borrower calls with the marketing activity associated with each inquiry.
AvidTrak can connect eligible calls with available campaign, keyword, landing-page, channel, and tracking-number information.
Lending teams can also use call routing, recordings, AI-powered transcription, conversation outcomes, reporting, and supported integrations to understand where calls come from and how those inquiries are handled.
For lenders receiving both online forms and phone calls, this adds phone inquiries to the wider marketing-attribution process.
Marketing Attribution
See Which Loan Marketing Generates Borrower Calls
Imagine a borrower searching for a personal, auto, business, or student loan, clicking an advertisement, visiting a lending page, and calling instead of completing a form.
Without call attribution, the marketing team may see the website visit without knowing which activity generated the phone inquiry.
AvidTrak helps lending teams understand:
Which campaigns generate borrower calls.
Which paid-search keywords lead to inquiries.
Which landing pages generate calls.
Which marketing channels contribute to phone activity.
Which calls were answered or missed.
Which branches or teams received the inquiries.
Which conversations may require follow-up.
This gives marketing and lending teams a clearer connection between campaign activity and borrower calls.
Tracking Overview
What Can Lending Teams Track With AvidTrak?
Instead of treating every borrower call as an unknown source, lending teams can review phone activity alongside the marketing that generated it.
| Lending Requirement | AvidTrak Information |
|---|---|
| Marketing source | The channel or source associated with an eligible inbound call |
| Campaign attribution | Available campaign information connected with the caller |
| Keyword attribution | Available paid-search keyword information |
| Landing page | The page associated with the visitor before the call |
| Call activity | Caller information, date, time, duration, status, and related details |
| Conversation context | Recordings, searchable transcripts, and configured outcomes |
| Routing | The team, branch, or destination selected by configured routing rules |
| CRM and reporting | Supported call information shared with connected systems |
Campaign Attribution
Track Loan Calls by Campaign, Keyword, and Landing Page
AvidTrak uses tracking numbers and Dynamic Number Insertion to connect eligible website calls with available marketing information.
Depending on the tracking setup, lending teams can review:
Campaigns.
Paid-search keywords.
Landing pages.
Traffic sources.
Marketing channels.
Tracking numbers.
Locations.
Dedicated tracking numbers can also support simpler source-level or offline campaigns.
Conversation Intelligence
Review Borrower Calls With AI-Powered Transcription
A phone conversation can contain information that a standard online form may not provide.
When recording and transcription are enabled, AvidTrak converts recorded borrower calls into searchable text.
Loan officers, loan agents, and other authorized teams can review conversations involving:
- Rate questions.
- Repayment questions.
- Document requests.
- Eligibility questions.
- Requests for another call.
- Next-step questions.
- Other configured conversation outcomes.
This can help teams identify inquiries that may require attention without replaying every recording from beginning to end.
Hi, I’m comparing personal loan options and have a question about
rates and required documents.
I can explain the available information and connect you with the
appropriate loan team for the next steps.
Thanks. I’d also like someone to call me back about the application
process.
Example configured outcome: Personal loan and callback request
Call Routing
Route Loan Calls to the Right Team or Branch
Lending organizations with several offices, teams, service areas, or operating schedules may need different call paths.
AvidTrak supports configurable routing options including:
ZIP-code routing.
Area-code routing.
IVR menus.
Business-hours routing.
Holiday routing.
Sequential routing.
Simultaneous routing.
Caller ID-based routing.
Transfers to configured teams or destinations.
A lender can use these rules to direct borrower calls toward the appropriate branch, office, team, or other configured destination while retaining the available attribution information associated with the inquiry.
Lending Workflows
Support Different Lending Workflows
Auto Loan Call Tracking
Track inbound auto-loan calls from paid search, landing pages, referral sources, and other configured campaigns.
Routing rules can also direct callers according to the lender's team or location structure.
Business Loan Call Tracking
Connect business-loan inquiries with their marketing sources and review how those calls were handled.
Supported CRM and reporting integrations can place available call information alongside the lender's wider lead records.
Student Loan Call Tracking
Track student-loan phone inquiries by campaign and marketing source while giving teams searchable call records and conversation context.
Mortgage Call Tracking
Mortgage lenders, brokers, and loan officers can connect borrower calls with paid-search campaigns, keywords, mortgage landing pages, and other configured marketing sources.
AvidTrak can also route inquiries by branch or lending team and provide recordings, searchable transcripts, missed-call information, and conversation outcomes for follow-up.
Financial Services Call Tracking
Banks, credit unions, financial advisors, and other financial-services organizations can track phone inquiries generated by campaigns, service pages, locations, and other configured marketing sources.
AvidTrak can also support location-based routing, call reporting, conversation review, and supported CRM integrations across different teams or branches.
How It Works
How AvidTrak Loan Business Call Tracking Works
1. Connect Marketing Sources With Tracking Numbers
Set up tracking numbers or Dynamic Number Insertion according to the campaigns, websites, landing pages, locations, or attribution requirements that the lending team wants to measure.
2. Route Borrower Calls
Use configured routing rules to direct calls according to ZIP code, location, IVR selection, schedule, business hours, or another supported requirement.
3. Review Calls and Conversations
Review call details, recordings, AI-powered transcripts, missed calls, and configured conversation outcomes.
4. Connect Supported Data With Other Platforms
Use supported integrations to connect call information with CRM, advertising, analytics, and reporting systems.
5. Compare Marketing and Call Activity
Review campaigns, keywords, landing pages, locations, and other configured marketing sources alongside resulting call activity.
Integrations
Connect Loan Calls With CRM, Advertising, and Reporting Platforms
AvidTrak supports integrations with platforms including:
HubSpot.
Salesforce.
Zoho CRM.
Google Ads.
Google Analytics 4.
Microsoft Advertising.
Google Looker Studio.
Google Marketing Platform.
Platform Fit
Where AvidTrak Fits Alongside Lending Systems
AvidTrak is call tracking and marketing-attribution software. AvidTrak is not a loan origination system or underwriting platform.
For lending teams already using a CRM or another lending platform, AvidTrak provides the call-attribution, routing, and conversation layer around inbound phone inquiries.
| AvidTrak | Lending CRM or Loan System |
|---|---|
| Tracks inbound calls and marketing sources | Manages borrower or prospect records according to the system's functions |
| Connects calls with campaigns, keywords, and landing pages | Manages lending workflows |
| Supports configurable call routing | Manages application or operational processes |
| Provides call recordings and AI-powered transcription | Stores borrower, application, or account information |
| Provides configured conversation outcomes | Manages downstream lending statuses |
| Connects supported call information with other platforms | Receives and manages business information according to the selected system |
Platform Capabilities
Why Lending Teams Use AvidTrak
AvidTrak brings the core call-tracking capabilities needed for phone-driven lending campaigns into one platform.
Lending teams can use AvidTrak for:
Campaign attribution.
Keyword-level call tracking.
Dynamic Number Insertion.
Location and branch tracking.
Call routing.
Missed-call reporting.
Call recording.
AI-powered transcription.
Conversation outcomes.
CRM integrations.
Advertising and analytics integrations.
Multi-location reporting.
AvidTrak also provides a 14-day free trial without requiring a credit card.
Customer Proof
What AvidTrak Customers Say
NT
Nathan Tiessen
Convertus
“AvidTrak’s dedication to client care stood out immediately.”
We received highly responsive support for complex call tracking setups, including unique DNI and campaign-token scenarios. We expanded from 5 tracked projects to 50 while AvidTrak stayed committed to our growth.
50 ProjectsKY
Kollin Yelensky
Think Integrated
“The product fit our needs, and the customer service sealed the deal.”
We found the platform easy to use, and the fast, helpful support made the difference. After 5+ years, we still value both the product and the consistency of AvidTrak’s updates and service
5+ YearsSM
Sadiq M.
Wholesale Brand
“AvidTrak combined precise call tracking with truly human support.”
We gained accurate call tracking, better visibility into marketing performance, and stronger customer insight. The responsive human support helped us make data-driven campaign decisions with confidence.
Marketing InsightsPricing
AvidTrak Plans for Loan Business Call Tracking
Choose an AvidTrak plan based on tracking numbers, monthly call volume, recording needs, and account requirements.
Lenders with multiple locations, larger call volumes, or more complex routing requirements can select the setup that matches their call-tracking needs.
Professional
$30
mo
- 10 Numbers
- 1500 Minutes
- 1500 Call Recording Minutes
- 100 CNAME Lookup Calls
- -
Agency
$55
mo
- 30 Numbers
- 2500 Minutes
- 2500 Call Recording Minutes
- 300 CNAME Lookup Calls
- 1000 Client Accounts
Loan Business Call Tracking FAQs
Frequently Asked Questions About Loan Business Call Tracking
1. How does loan business call tracking work?
Loan business call tracking connects inbound borrower calls with available marketing information such as campaigns, keywords, landing pages, traffic sources, and tracking numbers.
AvidTrak also provides call records, routing, recordings, AI-powered transcription, conversation outcomes, and supported integrations.
2. Can AvidTrak track loan calls by campaign and keyword?
Yes. With the appropriate tracking configuration, AvidTrak can associate eligible borrower calls with campaigns, paid-search keywords, landing pages, and other available marketing-source information.
Dynamic Number Insertion can provide additional attribution for eligible website calls.
3. Can loan officers and loan agents use AvidTrak call analytics?
Yes. Authorized loan officers, loan agents, marketing teams, and other users can review available call information, recordings, searchable transcripts, and configured conversation outcomes according to the account setup and permissions.
4. Can AvidTrak route loan calls by team, branch, or location?
Yes. AvidTrak supports routing options including ZIP-code and area-code routing, IVR, business-hours routing, sequential routing, simultaneous routing, caller ID-based routing, and other configured call flows.
The appropriate setup depends on the lender's organization and call-handling requirements.
5. Can AvidTrak identify missed loan calls?
Yes. AvidTrak provides call records and missed-call information that can help lending teams identify unanswered borrower inquiries.
Available attribution information can also show which marketing activity generated the call when that information is available.
6. How does AI-powered transcription help lending teams?
When recording and transcription are enabled, AvidTrak converts recorded borrower calls into searchable text.
Teams can review borrower questions, conversation context, and possible follow-up signals without listening to every recording from beginning to end.
7. Can AvidTrak connect loan call data with a CRM?
Yes. AvidTrak supports integrations with CRM platforms including HubSpot, Salesforce, and Zoho CRM.
Depending on the integration and configuration, supported call information can become part of existing CRM and reporting workflows.
8. Does AvidTrak replace a lending CRM or loan origination system?
No. AvidTrak focuses on call tracking, marketing attribution, routing, call records, conversation analysis, and supported integrations.
The lender's CRM, loan origination system, underwriting platform, or another lending system continues to manage the functions provided by that platform.
9. Can AvidTrak determine whether a borrower qualifies for a loan?
No. AvidTrak does not determine formal loan eligibility, credit decisions, underwriting status, approval, or funding.
AvidTrak provides call attribution and conversation information that lending teams can review alongside their own lending systems and processes.
10. Does AvidTrak offer a free trial for lending businesses?
Yes. AvidTrak currently offers a 14-day free trial without requiring a credit card.
Current trial terms and paid-plan details should remain linked to the relevant AvidTrak pricing and signup pages.
Measurable Loan Marketing
Connect Loan Marketing With the Calls It Generates
AvidTrak connects borrower calls with campaigns, keywords, landing pages, routing workflows, and available conversation information.
Lending teams can see which marketing activities generate calls, direct borrowers to the appropriate team, and identify inquiries that may require follow-up.
14-day free trial | No credit card required.