Business Loan Leads With Bank Statements


Looking For Business Loan Leads With Bank Bank Statements?

As a business loan lead provider we feel it’s important to educate our client’s about what’s happening in the industry. For example, if there’s a new type of lead getting some traction we want our client’s to know about it. In this article will give you more information about business loan leads with bank statements. New lead programs sound exciting and get a lot of people’s interest.

However, all ideas are not good ideas. In fact, some leads can be a complete waste of time and money. Surprisingly, many clients get sold on lead programs that turn out to be scams. Consequently, we feel it’s our job to prevent that from happening!








Many of our client’s asked us about business loan leads with bank statements. They’ve found companies that sell bank decline leads and submissions. You may find these companies on or LinkedIn. These companies are almost exclusively located overseas. We won’t mention names because that’s not our style. However, when we decided to get into this industry in 2011 we promised to help our clients.

So how does Synergy help their clients? Firstly, we explain everything to our clients. Even if it’s something that we don’t offer. We want to help our clients because we know if they succeed we will gain a longterm client. Synergy won’t just slap a catchy name like “bank loan declines” on a program to get more sales. Similarly, we won’t mark it up to make quick money like some of our counterparts do. Of course these leads sound great at face value but let’s look into this a bit further.


The Big Lie About Bank Declines & Complete Submissions

Unfortunately, some lead companies will tell you anything to get you to buy. For instance, they might list several different types of leads.  For instance, you might see submissions, A Paper declines, or high risk approvals. Furthermore, all of these leads probably sound too good to be true. That being said, many people get sold on the dream of quick commissions. In reality, these leads are going to be a waste of time and money.

For example, Business Loan Leads don’t typically come with bank statements. They don’t come with pre filled applications. Similarly, banks don’t give out their client’s personal information without them opting in. Additionally, bank loan declines are not sold to lead companies or outside vendors. This is a lie and if a lead company claims that they have turndowns, declines, submissions, or packages you should run away. The lead company might not even know it’s a lie. They might have been sold on the lie earlier from the source.

Why Would Someone Sell These Special Leads?

Ask yourself a simple question. Ask yourself why someone would sell a complete submission? Why wouldn’t they take it to a high risk lender and make 10 points? If the business has been declined then you know they submitted their package. A complete submission consists of 3 or 4 months bank statements and an application. Why would they do that? If there was any chance at making some commission you would imagine that they would continue to work the file.








Additionally, you can partner up with a high risk lender in about 10 minutes. There are no barriers to enter this market. In other words, you don’t need a lenders license or a brokers license. Therefore, a banker could partner up with a high risk lender and make 10 points on the banks declines. Again, why would someone sell these leads?

The Business Loan Leads With Bank Statements Issue To Consider 

The answer is simple. The reason someone would sell these leads is there’s no value to these leads. A lead is valuable if you can make money. Furthermore, a lead is more valuable if you can make a lot of money. In this business you make money based on a percentage of the loan amount. If a company is selling business loan leads with bank statements they don’t see any reason to work it themselves. Moreover, they are selling this lead to whomever they want. They also sell it as many times as they want. In conclusion, you get sold on a lie. You probably pay a premium for the lead n and there is no real value to that lead.

Synergy asked our clients if they’ve experienced business loan leads with bank statements. They’ve told us that the experience was horrible. Similarly, we’ve heard cases where 80% of the leads have been defaulting merchants. In other words, these borrowers were already defaulting on another advance. These types of borrower do not get approved. Now it makes sense why these companies would sell these leads. They’re trying to make something on a dead deal. In that case, they know the deal won’t get funded. So they look to make something so they can buy more leads. Do you want to help someone else make their money back on their dead leads?


Pricing For Business Loan Leads?

  • Basic Website – $499 & $49 / month
  • SEO Website – $1,999 & $499 / month
  • Social Media – $199 & $49 / month
  • Google Adwords – $499 & $99 / month
  • Aged Leads – 5-7 cents – no min
  • Leads With Bank Statements – $7-$15
  • Predictive Dialer – $150 per seat / month
  • Aged Live Transfers – $3-5 per lead
  • Appointment Leads – $12.50-$20 each – no min
  • Live Transfers – $30-$40 per lead – no min
  • Virtual Agents – $12 per hour – 25 HR min

How Qualified Are These Business Loan Leads?

Synergy has minimum qualifications for each business loan lead. Therefore, our MCA leads must meet the following criteria in order to be qualified:

  • 500+ FICO
  • 6 Months + in Business
  • Active Business & Active Bank Account
  • $15,000+ Monthly Revenue
  • Interested in Funding Now
  • Serious Intent
  • No BK, Defaults, or Judgements


Click HERE To Request A Call Now!


What Do You Get With Each Business Loan Lead?

  • Name
  • Business Phone Number
  • Cell Phone Number
  • Fax Number
  • Email
  • Requested Amount
  • Why do they want the funds?
  • Which 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 the money now? Must answer yes!
  • Deposit $15K or more per month?
  • Do they process credit cards?
  • What is their credit score?
  • Do they have any equity?
  • Declined within the last 30 days?
  • Best time to reach the borrower?

Bank Loan Leads With Bank Statements

What If You Get A Bad Lead?

We understand that returns are going to happen. Therefore, we built in returns: 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. Just reply to the email you received for this lead and tell us why you are requesting a return. All of our calls are recorded so we will investigate on our end. 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. Obviously this return policy is not valid for aged leads.

Business Loan Leads With Bank Statements

  • $7-$15 each depending on volume
  • No Minimum Order

Good Business Loan leads vs Bad Leads?

Good leads vs bad leads all depends on the vendor. For instance, some lead vendors sell their database as many times as they can. Accordingly, these leads are beat up and over-contacted. Therefore, if you’re calling leads and the borrower says not interested, don’t call me again, I’ve already been funded, or anything like that… the leads are probably oversold.

Many business loan lead providers are selling UCC data. UCC data is filed with the secretary of state when a loan is dispersed to a small business. Some lenders may choose to file the UCC immediately and others may only file the UCC if the borrower misses payments. These UCC leads were a staple for every lender in the past. Conversely, now a days these leads are all over contacted. UCC business loan leads with bank statements are probably the worst leads you can buy.

aged merchant cash advance leads

Does Synergy Sell Aged Business Loan Leads?

Aged Business Loan Leads can be a great alternative to UCC leads. Moreover, aged business leads are best when you have a larger number of agents. Many of the clients that purchase our aged business leads have an auto dialer. With an auto dialer one agent can make hundreds of calls per day.

While calling on aged business loan leads you’re calling businesses that inquired about a loan. Therefore, they already understand the process. This should make it easier to get a package submitted.

If your agents use b2b data things can be harder. For example, using leads from Info USA, Sales Genie, or Yellowpages online can yield a very low interest rate. Similarly, the owners wont want a loan, won’t be interested, and won’t even take your call.

Business Loan Leads – Higher Productivity & Lower Cost Per Sale

You’ll find aged business loan leads are much better. If your typical agent works eight hours per day and makes forty calls per hour they can make 320 calls per day. Of the 320 calls they will probably get 1% that “might be” interested in taking a loan. So, after pounding the phones all day your agent finds three people who “might be” interested. Here’s the issue, once the borrower sends in the bank statements and finds out it is a short term business loan they are “not going to be interested.

With aged business loan leads you can expect to make fewer calls and generate more business loan leads per day. For example, let’s imagine that your agent still makes 320 calls using an auto dialer. Rather than getting 1% interest they can get 5-10% interest by calling better leads. Consequently, that same rep can generate 15-30 business loan leads with the same effort. Notably, the talk time will go up as the number of calls will go down. Nonetheless, you get the point here. Your agent will be more productive and they’ll enjoy the job as they’ll be talking to people who want to talk to them.

The Business Loan Sticker Shock Factor 

Finally, once the borrower sends in their paperwork and gets an offer they won’t be shocked when they see a merchant cash advance offer! After all, they know they are not qualified to go to the bank! Consequently, aged business loan leads can increase your profitability. Compared to cold calling b2b data… aged business loan leads will make all the difference in the world.

Disclaimer: Business Loan Leads are not guaranteed to convert. Every company has their own agents who have different sales skills. Each company has their own follow up systems that may yield different results. Companies have their own lenders where they can obtain approvals. Synergy Direct Solution LLC can in no way guarantee conversions or sales.

Click HERE To Request A Call Now!

Free Quote

Want more info? Call us at 866-428-0172.

Read What Actual Clients Are Saying Right Now!

Ruben Daley

The communication and customer service is second to none. I’ve purchased leads from many companies and Synergy Direct seems to be a better value than the others. I receive a good return on my investment and have ordered many times.

Bobby Kakesh

Working with Synergy Direct Solution has been great for the past few years! They have great live transfers along with appointment leads. I will continue using their services. Keep up the good work Guys!!

Versa Business Tips

This company is the best live transfer company I have ever come across and I have tried many!!

Nicole Smith

Working with Synergy Direct Solution is awesome. I am very happy with the leads they’re providing me. Leads quality is exemplary and flawless.I will definitely order again with Synergy Direct Solution. 100% Recommended. Great Job Guys!

Brad LabelleRose

Synergy helped me get my business back on track and flowing in a more profitable direction again. I can’t thank you enough for this! I highly recommend to anyone who is serious about their business succeeding.

Paul Vox

Synergy helped me by providing quality leads. We have been using their appointment leads for several months now and I’ve closed more loans with Synergy leads than any other source. Thank you! Thank you! Thank you! You’ve got a client for life!

George Rodriguez

I bought live transfers from Synergy and I was skeptical at first. I’ve wasted a ton of time and money on bad lead companies. However, on my first order of live transfers I closed an MCA for $200,000!!! Cha-ching!!! Never going anywhere else. They replace leads and their support is amazing. Try them yourself and you’ll see. 

Angie Pennington

I think that Synergy does a great job. When I call to ask questions about my account I am always able to reach a live person! Unlike these companies now that make you talk to a robot all the time. Great knowledge and very helpful with the guys at Synergy! I love their business loan leads and wold recommend them to anyone in the loan or MCA industry. 

Jimmy Simpson

Synergy built me a website and they drive traffic. I get appointment leads and live transfers. All I can say is FINALLY, I found a good company for leads and marketing. I spent far too much money on bad leads. Because Synergy has no minimum orders they earned my business. But it was their quality that keeps me coming back!

Edward Desmondo

I Absolutely LOVE Synergy’s live transfers! They connect me to a live borrower who is looking for funding. Before the transfer the agent qualifies the lead and preps them for the call. Seriously the best leads I’ve ever bought and I am staying with Synergy for the long hall!

Scott Cunningham

I don’t normally leave reviews but Kyle at Synergy has gone way beyond expectations! Mr. Readdick helped me with lenders, the funding application, and a script. I received information and education BEFORE I bought leads. I would recommend him to anyone that is trying to break into the industry!










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