Business Loan Leads

Custom – Business Loan Leads

Synergy generates business loan leads every day. Additionally, Synergy has been managing marketing campaigns since 2010. Our clients buy many different types of leads. Some clients buy leads to use for text message campaigns. Similarly, some clients buy leads for email marketing. These types of leads can be perfect for someone that uses other marketing platforms. However, some clients buy Business Loan Leads with appointments. Appointment leads can be cost effective and very profitable! Therefore, most of our clients prefer MCA live transfers. 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.


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Aged MCA Leads

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


Would You Like To Speak To A Human Being About Leads?

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.

Synergy Makes It 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 virtual agents.








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.


Why Synergy Leads?

Synergy was started in 2010 as an Internet marketing company. We specialize in website design, SEO, SEM, and social media marketing. However, in 2011 we began selling leads. Since then leads has become the largest part of our business. Our customer service is impeccable. As a result, we have thousands of clients using our internet marketing services today. Similarly, we have a large number of brokers and lenders using our lead services.

Business Loan Leads

In 2011 we decided to research the business loan industry. We saw a huge opportunity due to the massive demand for leads. Brokers could partner up with different lenders literally overnight. Additionally, there was no barrier to get into the space. In other words, people didn’t need to get a brokers license or a lenders license. In fact, they didn’t even need a business. However, brokers could get paid 10-20% on a funded deal. Consequently, they could spend a lot of money on 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.


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.

Pricing For Business Loan Leads & Marketing?

  • Basic Website – $499 & $49 / month
  • SEO Website – $1,999 & $499 / month
  • Social Media – $199 & $49 / month
  • Google Adwords – $499 & $99 / month
  • 1-12 Month Old Leads – 5 cents – no min
  • Predictive Dialer – $150 per seat / month
  • 30-120 Day Old Live Transfers – $3-5 per
  • Appointment Leads – $12.50-$20 each – no min
  • Live Transfers – $30-$40 per lead – no min
  • Virtual Agents – $12 per hour – 25 HR min

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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

Business Loan Lead 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:

  • 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

Business Loan Leads Are Double Verified

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.

Business Loan Leads & Expressed Interest

Secondly, a business owner may search on Google and find one of our websites. Similarly, a prospect may receive an email and reply back expressing interest. Alternatively, someone may go to one of our websites and fill out a contact form or express interest via live chat.  Therefore, a lead can be reached or reach us in many different ways. After they’ve expressed interest, we get them on a call to re-establish a funding need and to qualify the prospect.Business Loan Leads

Synergy Marketing & Expressed Interest

To repeat, we are marketing experts! To demonstrate, we have dozens of highly responsive websites. 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 business loan leads are always the best.

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 If You Get A Bad Lead?

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.

Special Monthly Business Loan Lead Packages

  • $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

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.


Real Time Business Loan Leads 

Real Time Business Loan Leads are exactly what they sound like. Leads that are generated and delivered to a client in Real Time. However, there are several types of Real Time Loan Leads. Our favorite is the MCA Live Transfer Lead. That being said, others may prefer Internet Leads.

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.


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.

B2B Data vs Aged Business Loan 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.

Synergy’s Business Loan Leads Are Better

With working capital aged leads you can expect to make fewer calls and generate more interested prospects per day. For example, your agent still makes 320 calls using an auto dialer. Furthermore, instead of getting a 1% interest you can get 5-10% interest. Consequently, that same rep can generate 15-30 business loan leads with the same effort.

Honestly, the talk time will go up as the number of calls go down. But, you get my point. Your agent be more productive and they will enjoy the job. Furthermore, they’ll be talking to people who want to talk to them and closing more loans as a result.

Moreover, once the borrower gets approved they won’t be shocked when they hear that it’s a daily payback! Aged business loan leads can seriously increase your profitability. However, cold calling business loan data will be slow, hard, and boring. Conversely, calling on our Business Leads can take your company to another level!


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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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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