Business Loan Leads | Real-Time, Exclusive, Ready to Convert
At Synergy Direct Solutions, we are experts in generating high-converting business load leads for brokers and lenders. Our leads are highly targeted according to your marketing campaign, whether you use email marketing, social media marketing, or text message outreach.
Want to close Deals Quickly? If you want to close deals quickly, then you must choose pre-qualified business loan leads, live transfers, or leads you can call to convert.
We believe in creating custom leads for individual businesses because every business has its own requirements and marketing strategies.
Available Lead types include:
- Aged Leads
- UCC Leads
- Trigger Leads
- Appointment-Set Leads
- Virtual Agents
- Live Transfers
- Dialer and CRM solutions
- Digital Marketing Campaigns
You can scale your business with fewer but quality leads.
Why Synergy Direct Solution is the Trusted Choice for Business Loan Leads?
At Synergy, we understand the importance of trust among different stakeholders, including brokers, brokers, lenders, and loan seekers. We always believe in providing top-quality leads. Our process of buying business loan leads is so simple and reliable that you can manage it without taking any extra pressure.
Our A+ BBB rating, thousands of successful projects, and hundreds of clients’ testimonials make us your reliable lead generation partner. Our salient features are.
- No minimum order requirement
- Our lead replacement policy is transparent
- Risk-free trial options are also available
You can work with us on flexible terms, requiring no long-term contracts. Most of our clients have been working with us for more than 5 years, it shows their level of trust and long-lasting relationships.
Let Synergy Do the Heavy Work, So You Can Focus on Funding Deals
Most of our clients are always busy with their business activities, including the training work, loan documentation, and working with underwriters. They don’t have ample time to reach out to their targeted customers.
In short:
- Loan brokers don’t have time to cold call
- Do not have big budgets for SEO and paid ads
- They can’t send bulk emails or SMS
That’s why Synergy plays its vital role.
The Most Powerful Engine in Business Lending
Synergy has built a powerful marketing platform in the industry, so you don’t need to do it yourself.
Here are the details, how our business team generates business leads.
- Our Team operates more than 25 websites, each of which is run by following a unique strategy
- We capture the targeted audience through SEO, PPC, and social media marketing
- More than 500,000 emails are sent to our targeted prospects daily
- Our 5 call centers with over 200 trained agents gather pre-qualified leads
Our business loan leads are ready to talk about funding directly.
Focus on Funding, We Can Handle the Rest
Some major benefits of working with Synergy
- Your sales team becomes more productive
- Your overheads decrease because of less workload
- Marketing headaches are minimal
- Closing rates are increased
Stop wasting money on the fluffy data and give us a chance to gather exclusive leads for your business.

Why Smart Entrepreneurs are Entering the Business Loan Lead Industry? Possible Problems you can Face
After extensive research, one thing is certain that there is a huge demand for business loans, however, the lead standards are still compromised.
This industry has so many attractions that even investors from real estate and trading backgrounds are always eager to invest in this booming industry to get a healthy reward of 10% commission on the funded amount. Due to high returns, this business is an enchanting chance for silent investors and professionals.
But some problems you counter every day are.
- Most lead providers give recycled data
- A target prospect is receiving more than 20 calls per day due to sharing the same data with different brokers.
- There is zero exclusivity
- The industry lacks a go-to lead generation partner
You must know the difference between a data broker and a proper lead generation company, which produces quality and exclusive leads for your business.
Want to Become a Business Loan Broker? You must follow these Points
- You should be perfect while pitching to the right clients
- You must consider the requirements of your lender, each lender has different criteria
- Learn the nuances of this industry, like daily balances, NSFs, defaults, industry types, deposit frequency, and credit scores
Why Synergy is Different than Others?
- We help you get in touch with the right lenders
- You will always get fresh and exclusive data
- Our team assists you in closing more deals
Whether you are a solo broker or a company, you must get our services to prevent wasting your precious time and make profits in a short time.
Business Loan Leads Qualification Scenario?
We at Synergy Direct Solutions don’t waste your time, and that’s why we have made a qualification criterion according to the laws defined by the majority of lenders across the country. Our strict guidelines make sure that each lead we deliver is fundable, serious, and ready to move. The top-tier lenders have stricter rules to pass a specific lead, and anything below the minimum is non-negotiable, and we don’t sell it.
Minimum Qualifications for Synergy Business Loan Leads
- 500+ FICO
- 6 Months + in Business
- Active Business With The Secretary of State
- Active Business Bank Account
- $15,000+ Monthly Revenue
- Actively seeking funding (within 30 days)
- Genuine Interest, no tire kickers or time wasters
- No Bankruptcies, Defaults, or Judgements
How We Deliver the Most Accurate | Double-Verified Business Loan Leads
At Synergy, we ensure the quality of leads by passing them through double verification. As a result, our leads are highly converting, fundable, and pre-qualified.
Here’s how our process works.
Data Scrubbing and Quality Screening
We begin with multiple lead sources, including
- Business loan data
- UCC leads
- Aged Leads
- Internet Inquiries
Each lead is verified
- Active cell numbers confirmed
- Email tested for bounce protection
- Problem leads are filtered out
- Data is updated in case of outdated data
Multi-Channel Marketing and Phone Verification
Once we get the required data, we don’t stop here; we launch
- Email marketing campaigns
- SMS/Text outreach
- AI Qualification workflows
- Social media marketing
Once the leads are gathered, they are funneled directly into our call centers, where our 200 agents verify them through calling.
Our Business Loan Lead Types, Tailored to Fit Every Sales Strategy
At Synergy Direct Solutions, we offer a variety of leads according to your marketing strategy, schedule, and workflow.
Live Transfer Leads(Most Popular)
These are real-time and phone-verified leads that are verified through a real agent. The live call of the prospect is transferred to the broker, and hence, the deal is closed quickly.
- Delivered during your scheduled time and days
- Leads are 100% exclusive to you
- The conversion rate is more than 20% in some cases
- Over 50% of calls result in an application
- Lead replacements are available for unqualified contacts
Real-Time Leads
These leads are also phone-verified by our agents. We deliver these leads to brokers right after the call ends.
- Lead information is delivered as the call ends
- 100% exclusive for you
- You can control the callback schedule
- Lead replacement is available for unqualified leads
Web Leads
Our web leads are pre-qualified and ready for follow-up. You will contact the merchant back at the preferred time.
- Semi-Exclusive, delivers to a maximum of 2-3 buyers
- Pre-screened for basic qualifications
- Great for cold calling with warm context
Aged Live Transfers
These are the leads that are previously live transferred and still meet the required criteria.
- Previously phone-verified and pre-qualified
- Semi-exclusive
- Ideal for follow-up campaigns
What are Aged Business Loan Live Transfers? Are they still Beneficial
Aged Business Loan Live Transfers are inbound phone calls from the business owners, who were seeking funding previously, but are not sure whether they are still interested or not. These Leads are:
- Live: The calls will be live or transferred to you in real time
- Aged: These inquiries are not fresh and are usually 15-90 days old
Potential Benefits
Lower Cost Per Lead
These have much lower costs than the normal fresh leads, about 30-60% less than the live transfer leads.
Real-Time Connection
At a low cost, you are connected to the real business owners. So chances of conversions are pretty good.
Great for an Experienced Sales Team
If your team has solid communication skills, then you can easily convert these business leads into real-time funding projects.

The Reality of Calling B2B Data: Why Cheap Business Leads Cost You More?
The Coldest Leads You Can Get
These leads are easily accessible and available at very cheap rates. However, these leads are just a waste of time, nothing else.
- Most customers are not interested in funding
- Many clients will reject your calls instantly
- These are the causes of frustration, low morale, and zero ROI
You Can’t Scale a Business with Cold Data
- Typically, an agent works for more than 8 hours
- Usually, he does 320 calls a day
- Only 1% may respond to you
- This 1% will also drop out, so actually zero ROI
Quality Leads Save You Time And Close More Deals
Instead of wasting time on cold business leads, get the fresh, pre-qualified, and intent-driven leads.
- Already interested in business funding
- Ready to submit documents and get loans
- Expecting a callback or live transfers
- Screened for qualifications
We always believe in making your sales team more productive.
Business Loan Leads Packages, Built for Every Budget
Get exclusive inbound calls, appointment leads, and a generous supply of aged business loan leads to fuel your pipeline, all in one simple monthly package.
Starter Plan 500$/Month
Perfect for new Brokers and those companies which want to test the services.
- 6 inbound call/live calls for pre-qualified leads
- 15 appointment leads
- 1000+ aged business loan leads
- 14 inbound calls
- 35 Appointment Leads
- 3000 plus aged business loan leads
- 50 inbound calls
- 110 appointment leads
- 10k plus aged business load leads
Beware of Overseas Business Loan Leads
In the early days, brokers were looking for leads desperately, so they were mostly getting leads from every agent, whether they were outside the country or locals; it didn’t matter. The foreign vendors just made money in the following ways.
- Buy a generic lead list from another vendor
- Resell the same list to 50 other brokers as well
- Make money from everyone, it doesn’t matter whether the deals are closed or not
The Real Cost of Over-Saturated Leads
When you are a borrower and get 50 calls from different brokers for the same purpose, then all the power shifts from the broker to the borrower.
- They demand lower rates on their own terms
- Your commission as a broker drops from 15% to 3%, and you need 5 times more sales to earn a handsome amount
- Lack of quality always results in blind efforts
We are located in the U.S., so we provide personally verified leads and cross-check to avoid any future problems.
What Does Mean Exclusive Business Loan Leads?
Every other company claims that its leads are 100% exclusive, but what does it mean?
At Synergy we consider a lead is exclusive If it is provided to only one broker, then it is an exclusive lead.
The Dirty Truth About Exclusive Leads
If a company provides you with a lead as an exclusive lead, you must ask two questions
- Is it generated through SEO, inbound traffic, or pay-per-click
- Or the data is purchased from another provider
In case of purchased data, it is sold at least to 5 brokers, so its “exclusivity” is just a term now.
Imagine all those vendors are selling these leads as a live transfer to their clients.
Will That “Exclusive” Lead Be Resold Later?
Some companies resell leads as “aged” within just a few days, without full disclosure.
- How long before that lead gets sold again?
- Does the lead company define when that happens?
- Will you even be told?
At Synergy, we have a clear, ethical policy
We may only re-engage or resell a lead after 30 days, and only if the prospect reaches back out asking for help.
The Synergy Standards
- One lead, one buyer policy
- Leads are generated through proper marketing campaigns
- No recycled data is provided to any broker
- We offer true exclusive leads
If you are tired of “exclusive” leads that are not really exclusive, it’s time to work with a partner who defines success the same way you do, by how many deals you fund.
Ready to get real leads with real results? Let’s talk.

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 Loan 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
Business Loan Leads provided by Synergy Direct Solution LLC are not guaranteed to convert into funded deals or applications. Lead performance varies based on multiple factors including, but not limited to:
The sales skills and experience of your agents
The effectiveness of your internal follow-up system
The strength of your lender network and approval criteria
Every organization has its own structure, closing process, and funding partners, and as such, results may vary.
Synergy Direct Solution LLC makes no guarantees regarding conversion rates, approval outcomes, or sales performance. Our goal is to provide high-quality leads, but the responsibility for conversion rests with the client’s sales process.