Business Loan Leads For Brokers
Synergy Direct Solution specializes in business loan leads. We don’t sell insurance leads, solar leads, and not even personal loan leads. With five call centers and more than 200 agents speaking to potential lending leads we can confidently say that we are the top business loan provider in the industry. We can scale to meet the demands for any size broker shop or funding company.
There are many options for a loan broker or direct lender who’s looking for the best small business loan leads. Finding the right lead generator is not easy. More than 75% of lead providers sell exactly the same finance leads as other companies… and they sell them over and over and over again. Exclusivity is not a concern for them – making a sale is the only thing that matter to these types of lead vendors. At Synergy we make sure to provide the best business loan leads. Our leads are exclusive, pre qualified, and scrubbed to ensure they are accurate.

Schedule A Call With A Lead Professional Where We Answer All Your Questions!
What Types of Business Loan Leads Does Synergy Offer?
Aged Business Loan Leads
Our clients buy many different types of Business Loan Leads. Some clients buy leads to use for text message campaigns. Alternatively, some clients buy leads for email marketing. These types of Business Loan Leads can be perfect for someone that uses other marketing platforms like mail chimp, constant contact, AI programs, and text message programs such as drop… However, some clients prefer real time Business Loan Leads.
What Ways Can You Use Aged Business Loan Leads?
- Cold Calling
- Email Marketing
- SMS Messages – Be Careful of TCPA
- Ringless Voicemail – Be Careful of TCPA
- Search Engine Marketing – Upload Lists For Optimization
- Social Media Advertising – Look-A-Like Audiences
- Direct Mail
- Paid Ads on Other Websites
- A.I Campaigns
Real Time Business Loan Leads
Our real time Business Loan Leads are phone verified, pre qualified, and have the nighest close rates of any lead in the industry. Appointment leads can be cost effective and very profitable! Of course, appointment leads are call back leads which has some percentage of fall off and chase down time can be some what time consuming. Therefore, most of our clients prefer Business Loan Live Transfer leads.
Custom Lead Campaigns
However, no two businesses are the same. For this reason, we develop CUSTOM strategies for lenders and brokers. We offer aged leads, appointment leads, live transfers, dialer solutions, virtual agents, and Internet marketing. SO maybe you want our agents to use our dialer and our data but use your custom script and qualifications – we can do that!
At Synergy, we know how important good leads are for your business. That’s why we make it simple, reliable, and results-driven to help you grow faster.
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.
How To Find The Best Business Loan Lead Provider?

How To Choose A Good Aged Business Loan Lead Vendor?
So when you’re looking for Aged Leads you should do a little research about the company. How long have they been in business? Do they have a lot of clients? Is the company US based? Can you reach them if you need assistance? How does the company handle bad leads or returns? Does the company specialize in Business Loan Lead or do they do other types of leads? How is their customer service? Do they have a minimum order?So what makes a good Aged Business Loan Lead vender? Is it the price per lead? Is it the data fields that come with the leads? Or is it more important to get a good success ratio? Most of our clients buy MCA Leads from the lead vendors after considering the following:
Lead Vendor Considerations
- Trust – Do you trust your lead provider?
- How long have they been in business?
- Do they have good reviews?
- Where are they located?
- Do they offer returns or replacement leads?
- Do they specialize in Business Loan Leads?
- Low or No Minimum Orders – Don’t fall for a large order of bad leads
- Customer Service – What happens if you get a bad lead & can you call them?
- Campaign Success – Are you talking with good prospects? Are you getting submissions? Are you closing deals?
Therefore, it might be difficult to figure out which lead company to use before you test them out. As a general rule – Exclusive Leads will be better than non exclusive leads. The lead type can make a big difference as well… for instance many of our clients have found that Live Transfer Leads typically have higher success ratios and close rates.
Why Consider Synergy For Business Loan Leads?

We Know The Difference Between B2B Data & Business Loan Leads
Many businesses use Sales Genie, Hoovers, or Info USA. These are databases of all US businesses.This type of data works well for businesses that sell something that 100% of companies want or need. For example, as an internet marketing company we use this type of data for cold calling certain vertical markets. Maybe it’s locksmiths, carpet cleaners, dentists, etc. Our strategy is that we can offer any locksmith something that they need…. in other words – every locksmith in America is a potential client. We can sell them a website or a social media package or we can sell them search engine optimization or search engine marketing. So long as they want more customers they can use our services… which should be almost every single locksmith in the United States, right?
Alternatively, do all locksmiths in America want a loan or a cash advance? Is it safe to say that many of them will not want to hear anything about borrowing money? What about larger companies that already have established banking relationships? Do they need money? So if you start your marketing campaign with every locksmith in the country – how will it go? How many calls will you have to make to generate a single lead? Or how many direct mailers will you need to send to get a reply? How many emails will you need to deliver to get a response? In other words, what is your cost per lead?
Analyzing The Cost Per Business Loan Lead
Let’s do some math real quick. If it costs $15 per hour for your telemarketing agent to call through your Aged Business Loan Leads and they work 40 hours per week – you’re paying $600 per week in wages. If this rep can make 50 calls per hour… they can make 2,000 calls per week. Assuming you’re paying 5 cents per aged lead you will need to spend $100 per week on the data. So you’re at $700 per week per rep not including any telephones, computers, or any other costs. If your rep can generate 1 lead every 4 hours while they’re cold calling through the data then your cost per lead is $70. They’ll find 10 leads every 40 hours they work.
What if your cold data is exchanged with warm business loan leads? Is it safe to say that your agent might have to make fewer calls to get a lead? How much better would it be? Could they get 1 lead every 2 hours or even 1 lead per hour? If you do the same math on 1 lead per hour your cost per lead would be $17.50. Of course it would be a lot easier to make a profit if your cost per lead was $17.50, right? Obviously, the better the lead the better they’ll perform.
Experience & Industry Knowledge
Synergy Direct Solution started as an internet marketing company in 2010 and is located in San Diego, California. We partnered with Google, Yahoo, Bing, and Godaddy to offer clients internet marketing solutions for an affordable price. We expanded year after year and currently manage thousands of Internet Marketing Campaigns for local businesses such as chiropractors, carpet cleaners, roofers, HVAC companies, swimming pool builders, and more. In 2013 Synergy began a lead generation branch of the company that specifically worked on solutions for business loan brokers and lenders. Synergy did this because the industry was booming, the competition for online exposure was too great and thus too expensive for 99% of brokers, and there was little to no competition in the lead space. Since then, Synergy can now say that their lead generation arm of the business has far surpassed its internet marketing branch.
One Stop Solution For Business Loan Leads & Marketing
Not only can Synergy build you an amazing website, or build you a branded Social Media Page, but we can literally handle everything you need for prospecting, marketing, lead generation, qualifying, and inbound calls. We offer aged leads, dialer solutions, virtual agents, real time leads, live transfers, and custom solutions for larger businesses.
#1 Rated Customer Service
Our customer service is #1 in the industry. If you have an issue that needs resolved you can email, text, call, submit a ticket, or even book a time with our calendly feature. Communication is important for us here at Synergy! But don’t take our word for it – just check out our reviews on any major review site. More than 80% of our clients have been with us for more than 12 months, we have established relationships with most of the super brokers shops and get referrals from the largest lenders in the industry. Synergy does not believe in minimum orders. If you want to buy 50 aged leads, or 1 Live Transfer – we want your business and will work just as hard to keep you as if you bought 500 Live Transfers. Ready to get started with an Order?
Synergy Makes Business Loan Leads Easy

Most lenders are busy dealing with training, collecting paperwork, and chasing down loan docs. Subsequently, they don’t have time to Generate Their Own Leads. Similarly, generating Loan Leads is not an easy task. Therefore, our lead system is designed to make it easy for you. For instance, we have no minimum orders. Therefore, you can try us out with little risk. Moreover, our pricing is the best in the industry! Lastly, our leads are sent directly to your closers in real time.
Now you can concentrate on your daily tasks and stop worrying about leads. Subsequently, your sales people will be more productive. Therefore, you can stop wasting money on large minimum orders with terrible lead providers. Synergy will evaluate your business. Furthermore, we want to know what’s working for your business now.
Alternatively, we want to know what you tried before and failed to get success with. Finally, we can build you a custom solution utilizing a combination of aged leads, appointments leads, and live transfers leads. However, some clients may need a more customizable campaign where we may recommend out virtual agent service.
Synergy sends aged business loan leads and aged live transfers via email with an attached CSV file. If needed we can provide these leads in an excel file instead. Conversely, if you order appointments or live transfers you will receive an email for each individual lead. Appointment leads are sent out every morning. Conversely, live transfers are sent in real time as the live call is routed to your closers.
MORE BUSINESS LOAN LEADS!
Aged Merchant Cash Advance Leads
Merchant Cash Advance Appointments
Merchant Cash Advance Live Transfers
We Understand The Business Loan Industry
We researched the industry and considered our options. In the very beginning we didn’t know if we were going to become a lead provider or a super broker. Therefore, we planned for both options. This means we understand the underwriting criteria each lender has. We understand that every single lender has their own guidelines for approvals. Additionally, we’re familiar with daily balances, NSFs, defaults, clawbacks, and syndicating on deals.
After giving it much thought we felt we could serve the industry best as a lead provider. Specifically, we believe we can help more people get what they want as a lead provider. Finally, we decided it was a positive direction for our company and we’ve never looked back. After all, by combining our internet marketing experience with an oversaturated industry it was a no brainer! We are proud to say that since making the move leads has become the largest part of our business.
Synergy’s Business Loan Lead Quality
We don’t just sell the best business loan leads. We deliver quality leads. Every business loan lead we provide is double verified, expressed real interest, and is ready to apply. You’ll get leads you want to work with you. And we put our money where our mouth is! If you get a live transfer lead that doesn’t meet the minim criteria – we replace the lead for free.
Business Loan Leads Qualifications
What makes a qualified business loan lead? This is a great question. For example, this does not mean that every lead should be able to get approved for a Business Loan. A borrower is qualified if they meet certain requirements. Synergy has minimum qualifications for each Business Loan Lead. Similarly, our MCA leads must meet the following criteria in order to be qualified:
- $15,000+ Monthly Revenue
- No BK, Defaults, or Judgements
- 500+ FICO
- 6 Months + in Business
- Active Business & Active Bank Account
- Interested in Funding Now
- Serious Intent
Double Verified Leads
Our Business Loan Leads are double verified. Firstly, we call business loan data, UCC Leads, aged leads, and internet leads. Many of these leads have already expressed interest. In fact, 35% of our leads are generated by inbound calls from our other marketing programs. Our telemarketers make hundreds of calls per day and they follow up extremely well.
For instance, 30% of our leads require at least two phone calls. Maybe they weren’t really serious when we first spoke. Conversely, maybe the borrower wasn’t qualified when we first spoke. Regardless, our team will follow up to make sure to catch them at the right time.
Pre-Qualified Business Loan Leads
At Synergy Direct Solution, we offer high-quality, pre-qualified business loan leads that are ready for immediate follow-up. Our leads are verified and come from businesses that are actively looking for funding, ensuring you connect with serious prospects. We provide various lead types such as aged leads, appointment leads, and live transfers to suit your needs. With years of experience and a focus on quality, Synergy Direct Solution helps you reach the right businesses quickly and efficiently, boosting your chances of closing deals.
MORE BUSINESS LOAN LEADS!
Aged Merchant Cash Advance Leads
Merchant Cash Advance Appointments
Merchant Cash Advance Live Transfers
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.
Business Loan Leads & Expressed Interest
Would You Prefer A Good Deal or The Best Leads?
It’s no surprise that we all like deals, we like discounts and specials and coupons. Business to Business data is cheaper but is it better for you or your sales people? It might seem like it’s good for you because it won’t cost as much up front… However, leads like this typically have lower interest in a business loan. These people have not requested information about your services. So you might as well be throwing darts blindfolded.
Surprisingly, this is how many loan brokers try to get deals. We have to warn you about Free Leads. Free leads are oversold and often they’re not really interested in the first place. Prospecting like this is extremely difficult and time consuming. Companies that use this strategy typically have a very high turnover rate with their employees. It must feel like rolling a boulder uphill all day long.
Interested Business Loan Leads vs Cold Approach
Conversely, our Aged Leads are previously interested. Therefore, our clients have higher success ratios with our Merchant Cash Advance Leads. In other words, business to business leads might work for internet marketing or other services that most businesses need. However, for the best Business Loan Leads you should look for prospects that have already expressed some interest in unsecured business funding. This is especially true if you are closing high risk deals because fewer people will be desperate enough to take a higher risk deal with higher interest rates or factor rates. Does’t that make sense?
The big difference between us and our competitors is that we’re marketing experts! We own and manage more than a dozen highly responsive websites. Driving traffic to these websites just so happens to be our specialty. We build all of our lead generation websites using Search Engine Optimization (SEO). This means that our landing pages are seen on the first page of Google for keywords related to business loan and business financing.
Meanwhile, leads come from email campaigns as well as pay per click advertising with Google Adwords. Leads flow in from contact forms. Inbound phone calls come in from all types of Synergy advertising. Consequently, our telemarketing agents don’t have to push people. They don’t have to sell people on taking money. For this reason, the lead is more engaged!
Our agents confirm the lead details over the phone. Above all, the sales agents are highly trained. Synergy trains on building rapport, converting cold calls, creating hot buttons, and setting solid appointments. In other words, our agents are very good at fronting and qualifying leads. Furthermore, our agents are highly trained in producing live transfers.Finally, the lead details are sent to our quality control team. QC reviews each business loan lead before it’s approved. Specifically, Quality Control uses a critique system in order to ensure our MCA Leads are always the best.
Business Loan Leads Are Qualified Over The Phone
We own and manage dozens of online properties (websites for business lending). These websites are designed to generate Aged Business Loan Leads. We get new leads every single day. Many of these leads may be converted to MCA Live Transfers or Appointment Leads. These leads are referred to as real time Business Loan Leads.
Here at Synergy we’re masters at Google Adwords and have been running campaigns for more than 20 years. We also do extensive SEO on our websites to drive organic traffic. This includes technical SEO, on page SEO, off page SEO, and backlinks. Potential borrowers go to our websites and fill out contact forms. These contact forms help us find borrowers that are requesting a call back. Our agents call back and qualify the borrowers. These Business Loan Leads can be sent as an appointment or a live transfer. Later these leads can be sent as Aged MCA Leads.
How Can You Generate Your Own Business Loan Leads?
Search Engine Optimization (SEO)
- Build A Website
- Link To Thousands of Free Directories
- Blog to Create More Backlinks
- Mobile Plugin & Optimize For Mobile Users
- Write Lots of Unique Content
- Build Graphics & Add Alt Image Meta Data
- Wait 6-12 Months To See Results
Search Engine Marketing (SEM)
- Build A Website With Unique Content
- Create A Google Adwords Account
- Write Compelling Ads
- Create Custom Extensions
- Add Click To Call Extension
- Setup Google Tags
- Setup Google Search Console
- Create A Remarketing Campaign
- Decide on A Bidding Strategy
- Setup Conversion Tracking
- $3,000+ Monthly Budget For Business Loan Lead
FAQs About Business Loan Leads
Would You Like To Speak To A Human Being About Leads?
Schedule A Call With A Lead Professional Where We Answer All Your Questions!
It appears that many of our competitors are attempting to move their entire businesses off the phones. They’d prefer to have people order leads directly from their website and never have to get on a cal 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 as well as lead types.
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?
What About Returns For Unqualified Business Loan Leads?
We understand that returns are going to happen. Therefore, we built returns into the product: You can return up to 25% of the leads if they do not meet the minimum qualifications:
- No longer interested
- Already funded & no need now
- No BK, judgement, or default
- $15,000 per month
- Name not matching phone number
- 500+ FICO
- 6 months+ in business
- Personal bank statement Statements
Our return policy is simple
if you have these issues we will replace a real time lead or live transfer. For example, just reply to the email you received for this lead and tell us why you are requesting a return. All of our phone calls are recorded so we will investigate the issue on our end. Meanwhile, a lead will be added to your total right away. The investigation is for our own internal purposes. You can return up to 25% of your total leads purchased with any order. This policy is for appointment leads and live transfers. Conversely, this return policy is not valid for aged leads.
Why Business Loan Lead Results Can Vary?
This is a good question and it all depends on the vendor and the type of lead. Some leads are Real Time Business Loan Leads while others are extremely old. Similarly, certain leads are oversold and others are not.
Some lead vendors sell their database as many times as they can. Consequently, these leads are beat up and over-called. If you call leads and they all say I’m not interested, don’t call me again, or I’ve already been funded, the leads are probably oversold.
Does Synergy Sell Aged Business Loan Leads?
Aged Business Loan Leads can be a great alternative to UCC leads. Aged Loan Leads are best when you have a larger number of agents. Furthermore, these businesses typically have an automatic dialer. With an auto dialer one agent can make hundreds of calls per day. With aged business loan leads you’re calling businesses that inquired about a business loan. They already understand the process. Likewise, this should make it easier to get a package submitted.
What are Business Loan Leads Live Transfer
Business loan leads via live transfer are when a potential borrower is directly connected to a lender or broker in real-time. These leads are “live,” meaning they are actively interested in securing a loan and are ready to speak with someone immediately. Instead of sending information about the business and hoping they call back, the lead is transferred to the lender as soon as the business owner expresses interest. This makes it easier for lenders and brokers to talk to qualified prospects without wasting time, improving the chances of closing the deal quickly.
How do you verify business loan leads before sending them out?
At Synergy, we double-verify all leads to ensure they meet specific criteria such as active business status, monthly revenue, and a minimum credit score. Verification includes follow-up calls and cross-checking data to confirm their intent to seek funding. closing the deal quickly.
How much do business loan leads cost?
The cost of business loan leads can vary based on their type (live transfer, aged, or appointment leads), exclusivity, and quality. For example, live transfer leads tend to be more expensive due to their real-time nature, while aged leads are typically cheaper but may require more effort to convert. improving the chances of closing the deal quickly.
Can I get business loan leads for specific industries or regions?
Yes, you can purchase business loan leads that are tailored to specific industries or regions. Targeting particular markets can help improve conversion rates by focusing on businesses most likely to need your loan products.e, improving the chances of closing the deal quickly.
Can I use business loan leads for other types of funding like merchant cash advances (MCA)?
Yes, many business loan leads can also be used for MCA programs. Depending on the type of loan your business offers, you can tailor the leads to match your funding products, whether it’s traditional loans or MCA closing the deal quickly.
TCPA Professionals & Small Business Loan Leads

Likewise, many lead companies don’t scrub for TCPA, defaults, or even check the data for inaccurate lead details. So maybe you buy $2,000 worth of pre qualified business loan leads and maybe you close a deal that pays out $3,000 in commission. Later on you get sued for $3,000 for making calls to a TCPA professional. How would you feel about your lead order? I agree, I would not be happy if I lost money, wasted time, and ruined my reputation either.
This may seem like a small thing but when you find a good lead company you’ll be spending thousands or even tens of thousands of dollars on business loan leads. The worst part, is that until you find a business loan lead professional that you can trust to generate safe leads – you will be gambling with new lead provider. Each order could land you in court and soak up any profits that you might have generated. The headache is not worth it!
Synergy has been managing marketing campaigns since 2010. We build websites, manage pay per click campaigns and help clients with search engine optimization and social media marketing. With our experience with internet marketing and our focus on Business Loan Leads – it’s not hard to see why were the best in the industry. We have an A+ Rating with the BBB, we’re partnered with Google, Yahoo, and Godaddy.
All our business loan leads are scrubbed against three known TCPA litigator lists. This makes us one of the safest lead generators in the business finance space. Additionally, our database is cleaned monthly and our live transfer leads are scrubbed in real time with our TCPA shield which blocks transfers from known litigators. Doesn’t that sound like the best business loan lead provider?
Beware of Overseas Business Loan Leads
Many brokers and lenders in the business loan industry are faced with a decision. Do they want to buy the best leads or do they want to find leads that are on sale… Some brokers would prefer to learn how to generate business loan leads on their own. However, one big hurtle they had to overcome was the learning curve, price tag, or budget.
Overseas companies will over exaggerate what their leads really are. For example, they may tell you that their pre qualified business loan leads are exclusive – but their not. They may tell you that their business finance leads are all recent submission or recent declines from first position lenders – but their not. They will make. it sounds like that they have exactly what you’re looking for – but you’ll be disappointed.
Why Would A Lead Generation Company Do This?
These companies had a very simple philosophy. Get and order – make it a big one – and move on o the next new client for a new sale. They’re going to make money regardless of the service they provide. So, they would buy a list from another lead provider and then resell that same list to 50 different brokers. They probably required a wire so god luck disputing the charge after they stop taking your call.
They obviously don’t care about their client’s success. What are the odds of closing a business loan using their leads? For example, by selling the same list to 50 brokers they’ve 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 five times the number of sales to get back to the normal commission levels.
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.
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