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Business Lending & Financial Services

Talk to business owners before they need capital.

For brokers, ISOs and direct lenders. We reach owners who fit your credit box, qualify them on the basics, and book funding conversations for your team.

Book a Strategy Call → See How It Works

Built for Business Lending & Financial Services MANAGED

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Owner outreachBusinesses that fit your revenue and time-in-business box
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Basic qualificationRevenue, time in business, use of funds, timing
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Aged-file reactivationPast applicants and declined files, revisited
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Partner prospectingCPAs, bookkeepers and advisors who refer

The problem

Sound familiar?

✕Paid leads are shared with five other shops before you dial them.

✕Your best closers spend their days chasing unqualified applications.

✕Old applications and declined files sit untouched in your CRM.

✕Referral partners send deals when they remember you, which isn't often.

Who we call

The people we call for you.

Owners who fit your criteria, and the professionals who advise them.

Business owners CFOs & controllers CPAs & bookkeepers Equipment dealers Past applicants Declined & aged files

Our approach

How we run lending campaigns.

Owner prospecting

Calls to businesses in your target industries and revenue bands, opening on growth, equipment or cash-flow needs rather than "do you need a loan?"

File reactivation

Past applicants and declined files get a check-in. Circumstances change, and time in business and revenue grow.

Referral partners

We book intro meetings with CPAs, bookkeepers and dealers who see funding needs before you do.

Qualification

What counts as qualified.

✓Time in business and monthly revenue inside your criteria
✓A real use of funds and timeline
✓Speaking with the owner or financial decision-maker
✓Agreed to a call with a funding advisor

What we book

Meetings that move deals.

▹Funding consultations
▹Application walk-throughs
▹Referral-partner introductions
▹Renewal conversations

Inside a campaign

What we'd actually build for you.

A worked example of how a campaign is planned before the first dial.

Example campaign plan

Equipment finance broker

Goal: Book consults with construction owners planning equipment purchases this season.

Who we target

Owners of excavation and site-work companies with 3+ years in business.

The angle

Seasonal fleet expansion and preserving cash for payroll during slow months.

What counts as qualified

Planning a purchase within 90 days, revenue in range, owner on the call.

The handoff

Consult booked with the broker, equipment type, estimated amount and timeline noted.

Questions

The straight answers.

No. SDRs qualify on the basics and book the conversation. Rates, terms and approvals stay with your licensed team.

Yes. Reactivating past applicants is often the fastest win, because they've already raised their hand once.

Let's talk pipeline

Let's build your outbound campaign.

A 30-minute strategy call. We'll map your ideal customer, the titles to target, and what a campaign would look like for your business.

Your ICP and target titles, mapped
A first-draft script angle
A clear plan, with no obligation