Business Loan Leads | Exclusive | Real Time | Pre Qualified
Synergy Direct Solution specializes in lead generation for business loan brokers and lenders. We offer many different types of leads and marketing programs. Some clients buy leads to use for text message campaigns, email marketing, and AI programs. These types of leads are perfect for someone that wants to use their marketing platforms and strategies to nurture leads through the entire process. However, some clients prefer pre qualified Business Loan Leads that are either transferred live or expecting a call back. No two businesses are the same. For this reason, we develop CUSTOM strategies for lenders and brokers. We offer Aged Leads, UCC Leads, Trigger Leads, Appointment Leads, Live Transfers, Dialer Solutions, Virtual Agents, and Internet Marketing.
Why Choose Synergy?
At Synergy, we know how that having good leads is critical for your business to succeed. That’s why we make buying leads simple, reliable, and results-driven to help you grow faster. With an A+ Rating with the BBB, thousands of happy clients and a plethora of positive reviews… Synergy Direct Solution is a partner that you can trust! We’re the only lead provider in this space with no minimum orders and we have a clear replacement policy for unqualified leads. The bottom line is that you can try us out with little to no risk and we’re confident that if you do – you’ll be a client for life!
Synergy Makes It Easy
Most of our clients are busy dealing with training, collecting paperwork, chasing down loan docs and getting deals funded. They’re working with underwriters and walking clients through terms and conditions. In other words, our clients don’t have time to generate their own leads. Loan brokers don’t have time to cold call, setup email campaigns, or respond to text messages from potential leads throughout the day. Most broker shops don’t have the budget to compete for Google Ads or Search Engine Optimization campaigns.
Synergy has already built the most comprehensive marketing platform for the business lending industry. We drive online traffic to 25 different websites that we own. Each one has its own look and feel with different content and strategy. SEO, pay per click, social media are tools that we use to win website visitors. For every website we run email marketing campaigns designed to reinforce the leads interest with a consistent call to action. We’re currently sending more than 500,000 email per day to leads that have already shown an interest in business funding. With 5 call centers and over 200 agents pre qualifying leads in real time – Synergy dominates the industry when it comes to Live Transfers and Real Time Leads.
Now you can concentrate on building client relationships and stop worrying about leads and marketing programs. Your sales people will be more productive and your turnover rate on employees will drop. Stop wasting money on large minimum orders with sub par lead providers. Synergy will do all the heavy lifting so you can sit back and let the leads come to you.
We Understand The Business Loan Industry
We researched the business loan industry and the available lead sources. It’s not surprise why many smart business owners came from real estate and the stock market to carve out their piece of the business loan market. The average business loan pays out 10% commissions on the funded amount. This kind of payout attracts savvy entrepreneurs as well as skilled closers. However, the industry didn’t have a go to solution for lead generation. Most lead providers in this market are simply selling UCC leads that everyone already has. These types of leads have no real exclusivity and potential clients block your call because you’re the twentieth person to call them today. There ‘s a big difference between a data broker and a real lead company.
Becoming a loan broker is not an easy gig. You’ll need to perfect your pitch and ability to handle trust and credibility. Next you’ll need to find the right lenders so that you can find a home for every file. We understand that every single lender has their own guidelines and criteria for approvals. Some lenders will be less tolerant than others when it comes to daily ending balances, NSFs, defaults, industries, number of monthly deposits, revenue, or credit score. Others will be considered high risk lenders who seem to approve just about anything. At Synergy we help our clients get signed up with the right lenders to increase their ability to approve more files.
Business Loan Lead Qualifications
What makes a qualified business loan lead? We considered the underwriting criteria for the entire industry in order to make our list of minimum qualifications. Of course the top tier lenders offering 1st position only deals are going to have higher criteria but remember – these are just the minimums. In other words if the lead doesn’t meet the Synergy minimum filters – we throw it in the trash.
Our Business Loan Leads must meet the following criteria in order to be considered pre qualified:
- 500+ FICO
- 6 Months + in Business
- Active Business With The Secretary of State
- Active Business Bank Account
- $15,000+ Monthly Revenue
- Interested in Funding Now (within 30 days)
- Serious Intent – Not Just Listening
- No Bankruptcies, Defaults, or Judgements
Double Verified Business Loan Leads
Our Business Loan Leads are double verified. First, we start with business loan data, UCC leads, aged leads, and internet leads. The leads are scrubbed to verify cell numbers are active, emails are not bouncing, and known TCPA professionals are removed. Second, we begin email marketing, text campaigns, AI programs, and set our look alike audiences for social media marketing strategies. These leads are loaded into our dialer for 5 call centers where we confirm and pre qualify potential clients. In other words the data is scrubbed, cleaned, appended if needed, and then phone verified for the most recent information to ensure our leads are the most accurate in the industry.
Business Loan Lead Options
Live Transfers – These leads are phone verified, pre qualified, and then transferred to you in real time. Our agent introduces you to the lead and you take over the live phone call. You can only receive calls during your scheduled days of the week and daily scheduled times. More than 50% of these calls end with our client getting the application and some clients have close rates in the twenties. Live Transfer Leads are exclusive. Replacements available for unqualified leads.
Real Time Leads – These leads are phone verified, pre qualified, and you call the merchant back at the specified time. You’ll receive the lead details in real time as we hang up the phone. Real Time Leads are exclusive. Replacements available for unqualified leads.
Web Leads – These leads are pre qualified, and you call the merchant back at the specified time. Web Leads are semi exclusive.
Aged Live Transfers – These leads were phone verified, pre qualified, and you call the merchant back. Aged Live Transfers are semi exclusive.
UCC Business Loan Leads
Many business loan lead providers sell UCC data. UCC data is filed with the secretary of state when a loan is dispersed to a small business. Some lenders choose to file the UCC immediately. However, others may only file the UCC if the borrower begins to miss payments. This information is free on each secretary of state website. As a result, every lender and every broker calls these leads.
These UCC leads were a staple for every lender in the past. Anyone will access to a computer could get these leads. Consequently, these leads are all over contacted. UCC filing leads are probably the worst leads you can buy now.
B2B Data vs Aged Leads
Do your agents call business to business data? For example, are they calling leads from Info USA leads, Sales Genie data or Yellowpages online. These leads can be obtained for almost nothing. However, with this data you can expect to get a lot of cold leads. Many owners wont want any money, won’t be interested, and won’t even take your call. More importantly, it would be impossible to scale a business if this was your only lead source.
You’ll find business to business data to be much more challenging. For example, let’s say your typical agent works eight hours per day and makes forty calls per hour. Not including break times, they can make 320 calls per day. Of the 320 calls they will probably get 1% that “might be” interested in taking a loan.
Subsequently, after pounding the phones all day your agent finds three people who “might be” interested. However, once the borrower sends in the bank statements and finds out it is a short term loan they are “not going to be interested.” In summary, a better quality leads will allow a salesperson to get the same results in half the time.
Monthly Business Loan Lead Offers
- $500 per month = 6 Inbound calls & 15 appointment leads | + 1,000 aged business loan leads
- $1,000 per month = 14 Inbound calls & 35 appointment leads | + 3,000 aged business loan leads
- $3,000 per month = 50 Inbound calls & 110 appointment leads | + 10,000 aged business loan leads
Beware of Overseas Business Loan Leads
However, there was one issue for these brokers. Where were they going to get leads? To emphasize, most of the lead venders were located overseas at that time. These companies had a very simple philosophy. They were going to make money regardless of the service they provided. So, they would buy a list from another lead provider and then resell that same list to 50 brokers.
They obviously didn’t care about their client’s closing deals. For example, by selling the same list to 50 brokers they have created too much competition. Too much competition means the borrower will think they have all the power. Therefore, these borrowers will expect lower rates and better terms. So, even if one of the 50 brokers landed the deal they would have to drop their commission from 15% to 3%. This means you need to close 5 times the number of sales to get back to the normal commission levels.
Business Loan Leads & Exclusivity
Many Business Loan lead venders promise that their leads are exclusive. So what does exclusive really mean? Here at Synergy we define exclusive as being sold to only one company. Period! We see a lot of other lead companies selling their leads as if they were exclusive but here is the problem with that.
Firstly, how did they generate the lead? Did they generate the lead by using SEO or pay per click advertising? Alternatively, did they get the lead by cold calling from a list that they purchased from another data provider? Why is this important? If the lead is bought and then called and re sold… the exclusivity depends on the original data provider. For example, what if that data provider sold the lead to 5 other Business Loan Lead companies? Furthermore, what if all 5 of those Loan Lead companies called that lead and sold it as a live transfer?
Secondly, are these leads being sold as an aged lead later on? How much later? Is this defined by the Business Loan Lead company? Here at Synergy we can sell a lead after 30 days. That being said, our strategy is to generate new and fresh leads. In other words, we don’t just call back the leads after 30 days and re sell them. If the client calls back in or sends us an email asking for more help, we try to help them out
Frequently Asked Questions
Can I Speak To A Human About Leads?
It appears that many of our competitors do not answer the phone. They’d prefer to have people order leads directly from their website and never have to get on a call to answer detailed questions or address human concerns. Here at Synergy Direct Solution we believe it is important to speak to each client. We want to know more about your specific business so that we can adequately prescribe the best possible solution for you. After all, Synergy offers many different marketing programs and one solution doesn’t work for all business loan brokers.
We’d love to talk with you! When you’re ready, please schedule a call on our calendar here: https://calendly.com/synergydirectsolution/30min
What Are The Business Lead Fields?
- Contact Name
- Business Phone Number
- Cell Phone Number
- Fax Number
- Contact Email
- Requested Amount
- Why do they want the funds?
- What state are they located in?
- What industry are they in?
- How many loans now?
- Balances of the loans they have now?
- Owner of the business? Must answer yes!
- How long have they been the owner?
- Need money right away? Must answer yes!
- $15K or more per month?
- Do they process credit cards?
- What is their credit score?
- Do they have any equity?
- Issues getting approved?
- Best time to call back?
How Do Returns Work?
We count a lead only if you receive a form via email with the lead details. If you don’t receive a form it means that lead isn’t being counted so it doesn’t need to be returned.
If you receive an email for a lead that you believe should be reviewed please reply to that email letting us know why it should be replaced. Returns must be submitted within the same calendar week for a review and/or replacement. The end of day Friday is the deadline for all requests.
Can I Set Custom Filters or Minimum Criteria?
Our Business Loan Lead system is designed to create a level playing field for all clients. We’ve set our minimum qualifications based on the underwriting guidelines from many of the lenders in the MCA & Business Loan industry.
Therefore, we do not offer special filters for industries, monthly revenues, loan sizes, locations, etc. Our objective is to offer a quality product for all of our clients.
There are two reasons why we do not offer these special filters:
- It would create a bidding war between Synergy clients where some clients would pay more per lead for their desired filters. Additionally these clients could take an unlimited number of these leads per day leaving a shortage of the premium leads for our other clients.
- If we did offer premium filters the clients paying regular prices for non special filters would always get the less desirable leads. Which would cause many clients to be dissatisfied and would be directly in conflict with our objective, to offer a quality product for all of our clients.
Disclaimer
Disclaimer: Business Loan Leads are not guaranteed to convert. Every company has their own agents who have different sales skills. Furthermore, each company has their own follow up systems that may yield different results. Likewise, companies have their own lenders where they can obtain approvals. Synergy Direct Solution LLC can in no way guarantee conversions or sales.