Transparent pricing for business loan lead generation.
Monthly retainer plus a per-qualified-meeting component — scoped to your credit box, loan product mix, target meeting volume, and channel mix. No setup fees, no annual lock-in, no replacement-guarantee theater.
Four factors determine your scope.
Every lending engagement is scoped to your credit box and your loan economics. The four factors below shape both the team we assemble and the price.
Loan product mix
SBA 7(a) and 504, working capital, equipment finance, ABL, factoring, and MCA each call on different borrower personas, disclosures, and call rhythms. A program that’s 70% SBA prices differently than one that’s 50/50 ABL and equipment finance — different lists, different SDR training, different qualification scripts.
Credit box specificity
Tighter credit boxes (FICO floors, time-in-business minimums, industry exclusions, NAICS overlays, geography) shrink the addressable universe. A narrow box means more outbound effort per qualified meeting; a broader box ramps faster but needs sharper qualification filters at booking.
Geographic and licensing scope
Single-state community banks scope differently than multi-state fintech platforms. Multi-state programs require SDR training on state licensing, disclosures, and UDAAP/TCPA guardrails — more compliance lift, more calibration cycles, more upfront build.
Target meeting volume
Eight qualified borrower meetings a month and eighty are different engineering problems. Higher volume means more SDR headcount, more dial hours, more list throughput, and tighter weekly calibration — pace and volume drive cost more than any other lever.
Every lending engagement includes:
No à la carte add-ons. The full engine is in scope from week one.
- List build calibrated to your credit box — NAICS, revenue bands, time-in-business, FICO proxies, geography, and SBA/ABL eligibility overlays
- Multi-channel outreach — phone, email, LinkedIn, and direct mail orchestrated to the borrower personas your loan officers want to talk to
- SDR training on disclosures, DNC, and state licensing — reps speak SBA, working capital, ABL, equipment finance, and the difference between a 7(a) and a 504
- CRM sync — Salesforce, HubSpot, nCino, Encompass, Total Expert, and any lending-stack of record you run
- Weekly performance reporting and calibration cycles — pipeline visibility, qualification context per meeting, live messaging adjustments during ramp
One definition of qualified. All three.
Every appointment we put on your loan officer’s or relationship manager’s calendar clears a three-point standard before it lands.
- In the credit box — the borrower clears your industry, time-in-business, revenue, FICO range, and geography filters
- Stated capital use + time-to-funding — they’ve named what the capital is for and a window they want to fund inside
- Right decision-maker on the call — owner, CFO, or the one or two people who can sign for the loan
Anything short of all three doesn’t make your calendar. Most agencies count anything with a pulse as a “lead.” We don’t.
Four questions about how we price and bill.
How transparent is your pricing?
Every lending program is scoped to your credit box, loan product mix, target volume, and channel mix — so there’s no public rate card that would either overcharge half our clients or undercharge the other half. What we will do is publish ranges and engagement structures during the assessment, walk you through the per-qualified-meeting component line by line, and put a written scope and quote in your inbox before the call ends.
Is there an annual contract or lock-in?
No annual lock-in. No setup fees. Engagements run month-to-month after the initial ramp, with cancellation terms outlined in the agreement. The qualification standard is the offer — if the meetings aren’t clearing the three-point standard, you shouldn’t be paying for them, and you shouldn’t be locked in either.
What counts as a qualified meeting?
A meeting clears the 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. Anything short of all three doesn’t bill as a qualified meeting.
What happens if a meeting gets rejected after booking?
Rejected meetings go through a documented review. If the borrower didn’t clear the three-point standard we agreed to in onboarding — credit box, fund intent, decision authority — the meeting doesn’t count toward the per-qualified-meeting component, and the SDR scripts get recalibrated in that week’s review cycle. The standard is binary, not aspirational.
30-minute call. Written scope and quote.
We’ll review your credit box, loan product mix, and target borrower segments — then walk you out with a written scope and quote before the call ends. No deck. No template.