Financial Services

Financial Services

Hundreds of banks, credit unions, insurance companies, and other financial services companies use Geocodio for their data needs.

Geocodio allows you to quickly add data to thousands or millions of addresses, such as latitude/longitude coordinates, Census tracts, MSAs, Census demographic data, and more. Unlike most data providers, Geocodio is completely restriction-free and has both API and spreadsheet upload options.

Geocodio is built to handle large datasets. Whether you have regular ongoing geocoding and Census data append needs or a list of 100 million addresses, we can help you. You can upload a file of addresses or coordinates that is up to 1 GB per upload, and upload multiple datasets simultaneously. You can also run batches of 10,000 through our API in parallel, with no rate limiting (for the Unlimited plan). We also have custom on-premise options available.

MortgageIQ

Mortgage iQ CRM helps mortgage lenders increase their revenue by improving the effectiveness of their sales and marketing efforts. Founded in 1992, their hybrid technology and consulting services help retail and wholesale lenders find more profitable clients and identify business process gaps.

Using MiQ's robust CRM, lead management and marketing platform, mortgage lenders can assign territories to both retail loan officers as well as wholesale account executive sales teams. Geographic targeting for account assignment is key to helping mortgage sales professionals become more effective.

Before its integration of Geocodio, MiQ was limited to using states, counties, and ZIP code data for geographic targeting. In many cases these points just weren't targeted enough to help customers create the precise sales territories needed in order to obtain next-level results. Now, using geocoding and the Haversine Distance Formula, MiQ can create criteria based on geographic radiuses in their databases to help originators find local real estate agents to drive new business and help loan officers prioritize their work by tracking in-progress loans within their territory.

"Geocodio is very easy to work with as a partner and solution. We've integrated with hundreds of products in our almost-30 years in the business and with Geocodio integration is simple, with great support. The price point and pricing structure is also very accommodating and allows us to easily trial a new customer without significant cost." - Chris King, President and Founder, Mortgage iQ CRM

Chris King, President and Founder, Mortgage iQ CRM

Built for Batch Conversion

  • Address to Coordinates
  • Coordinates to Addresses
  • API
  • Upload Spreadsheets

             

Questions? Contact Us

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Download a Sample File

Download a sample spreadsheet of addresses with Census geographies added

Security

Geocodio takes data security seriously, and we can meet your IT security needs.

Add FIPS Codes, Blocks/Tracts, and MSAs to Addresses

Geocodio can help you add FIPS codes, blocks, and tracts to addresses going back to the 2010 Census year.

Privacy

We never share, sell, or otherwise give third parties access to your data.

Upload a Test

The first 2,500 lookups are free, no credit card or free trial plan required. See if Geocodio is the right solution for you before getting budget approval.

Unlimited Geocoding

Our Unlimited plan is not rate limited and gives you private, dedicated hardware to process your data.