Business loan lead generation that fills your underwriting capacity with credit-qualified borrowers.

Outreach starts in week one. First qualified meetings typically land between weeks two and four, depending on credit box specificity and the size of the target borrower universe. Lending campaigns ramp faster than enterprise SaaS — borrowers shopping for capital respond on shorter cycles than buyers evaluating six-figure software. Most agencies count anything with a pulse as a “lead.” We don’t.

A qualified meeting clears a three-point standard: (1) the borrower is in your credit box (industry, time-in-business, revenue, FICO range, geography), (2) there is a stated capital use and time-to-funding window, and (3) the right decision-maker is on the call — owner, CFO, or both. We agree on these three filters during onboarding and SDRs enforce them at booking. Rate-shoppers and tire-kickers get screened out before the meeting hits your relationship manager’s calendar.

When inbound borrower interest lands, we follow up in five minutes or less — versus the two-to-five-day lag most lending teams default to. Shawn Dickerson at Corda Technologies describes the same pattern: five-minute response replaced their two-to-five-day internal cycle and qualified leads grew quarter over quarter. The lender who books the first qualified conversation usually closes — speed-to-lead is the single most under-leveraged advantage in lending.

SDRs are trained on your disclosures, do-not-call rules, and state-by-state licensing constraints during onboarding, before any outbound goes live. Scripts are reviewed against your compliance team’s redlines. We don’t quote rates or terms — meetings book on the basis of credit-box fit and capital need, with your licensed loan officers owning the conversation from there.

We work with community banks, credit unions, regional banks, SBA-preferred lenders, fintech platforms, alternative lenders, and broker networks — typically with at least one full-time loan officer or relationship manager who can absorb a steady cadence of qualified meetings. The model is the same whether you’re booking 8 borrower meetings a month or 80. What we don’t do is mass-market consumer lending, payday, or anything that creates regulatory or brand risk.

Onboarding is 5–10 business days. We build the credit-box scorecard with your underwriting and BD leads, calibrate scripts against your compliance team, configure CRM sync (Salesforce, HubSpot, nCino, Encompass, Total Expert), and run a 30-meeting calibration pass to tune the qualification filter. Tara Rosander at Mercato describes the model: “fairly hands-off — they jump in and grab hold of your organization.” That’s the standard.

Yes. Lists are built against NAICS codes, revenue bands, employee count, time-in-business, geography, and SIC overlays. For SBA lenders we layer in 7(a) and 504 eligibility filters. For ABL lenders we screen for asset-heavy operations. For franchise lenders we target approved brand lists. The credit box drives the list — not the other way around.

Pricing is monthly retainer plus a per-qualified-meeting component, scoped to your target meeting volume, credit box complexity, and channel mix. We publish ranges and engagement structures on the Pricing page — including what’s typical for community banks vs. fintech platforms vs. broker networks. No setup fees, no annual lock-in, no replacement-guarantee theater. The qualification standard is the offer.