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Finance

Vertical 02 · 9 programs

Debt resolution, lending, mortgage, MCA, SBA, and tax resolution leads — screened on the financial details your team actually qualifies against, and delivered to you alone.

Built for
  • Lenders
  • Brokers and ISOs
  • MCA funders
  • SBA lenders
  • Debt resolution companies
  • Tax resolution firms

Live transfers, not raw leads.

Every finance consumer is screened by our team on the phone against your criteria, then warm-transferred to your sales team while they’re still on the line.

Screened liveWarm transferRecord in your CRMData leads on request
Programs

9 programs. One standard.

Each program runs its own screening, creative, and targeting, built around the criteria your sales team writes before launch.

01

Debt Resolution

Connect debt settlement and resolution companies with consumers carrying qualifying unsecured debt who want to explore a resolution program.

Screening criteria
  • Total unsecured debt
  • Debt types
  • Number of creditors
  • Payment status
  • Monthly income range
  • Hardship reason
  • Prior program enrollment
  • State of residence
  • Contact verification
02

Merchant Cash Advance

Connect MCA funders and ISOs with business owners seeking fast working capital, screened on monthly revenue, time in business, and existing positions.

Screening criteria
  • Time in business
  • Monthly revenue
  • Average daily balance
  • Industry
  • Amount requested
  • Existing advances or positions
  • Business bank account
  • Owner credit range
  • Contact verification
03

SBA Loans

Connect SBA lenders and loan brokers with established small businesses seeking SBA 7(a) or 504 financing, screened on time in business, revenue, and use of funds.

Screening criteria
  • Loan program of interest
  • Amount requested
  • Use of funds
  • Time in business
  • Annual revenue
  • Owner credit range
  • Collateral or real estate
  • Industry
  • Contact verification
04

Business Lines of Credit & Equipment

Connect lenders with business owners seeking a revolving line of credit or equipment financing, screened on revenue, time in business, and the asset being financed.

Screening criteria
  • Line of credit or equipment
  • Amount requested
  • Equipment type and cost
  • Time in business
  • Annual revenue
  • Owner credit range
  • Industry
  • State
  • Contact verification
05

Personal Loans

Connect lenders and loan platforms with consumers actively seeking an installment loan, screened on amount, purpose, income, and self-reported credit.

Screening criteria
  • Loan amount requested
  • Loan purpose
  • Self-reported credit range
  • Employment and income
  • Monthly housing payment
  • Bank account status
  • Time frame
  • State
  • Contact verification
06

Mortgage & Refinance

Connect lenders and brokers with homebuyers and homeowners seeking a purchase loan or refinance, screened on property, balance, and timeline.

Screening criteria
  • Purchase or refinance
  • Property type and use
  • Estimated property value
  • Current loan balance
  • Cash-out desired
  • Self-reported credit range
  • State and ZIP code
  • Time frame
  • Contact verification
07

Home Equity & HELOC

Connect lenders with homeowners looking to borrow against their home, screened on estimated value, existing balance, and use of funds.

Screening criteria
  • Estimated home value
  • Mortgage balance
  • Amount requested
  • Use of funds
  • Occupancy
  • Self-reported credit range
  • State and ZIP code
  • Contact verification
08

Tax Resolution

Connect tax relief firms with individuals and business owners who owe back taxes, screened on amount owed, agency, and collection status.

Screening criteria
  • Amount owed
  • Federal, state, or both
  • Tax years affected
  • Unfiled returns
  • Notices received
  • Levy, lien, or garnishment
  • Individual or business
  • Contact verification
09

Credit Repair

Connect credit repair and credit education companies with consumers working toward a specific goal, such as a mortgage, auto loan, or refinance.

Screening criteria
  • Self-reported credit range
  • Credit goal
  • Types of negative items
  • Recent bankruptcy
  • Monthly income range
  • State
  • Contact verification
Every lead includes

What lands in your CRM.

Every finance lead arrives with the screening answers your sales team asked for, a verified number, and the consent record behind it.

✓Warm live transfer to your team, screened on the call
✓Exclusive delivery to one buyer — never resold
✓Your screening answers, each in its own field
✓SMS-verified phone number
✓Consent record with a certificate link
✓Submission and delivery timestamps
✓Campaign source for attribution
Finance · Merchant cash advanceExclusive
Time in business3 years
Monthly revenue$60k–$80k
Amount requested$75,000
Open positionsNone
StateFlorida
SMS verifiedConsent on fileLive transfer

Illustrative records. Field sets are configured per buyer; values are placeholders, not client results.

Compliance

Built for the rules of finance.

01

Not a lender or broker

We do not make credit decisions, quote rates, or take applications. A lead is a request to be contacted, not a loan application.

02

Consent that holds up

Consent language describes the type of company that will call, covers calls and texts, and is stored with a certificate on every lead.

03

Claims we won’t make

No guaranteed approval or guaranteed savings. Buyers keep their own obligations, including the FTC Telemarketing Sales Rule’s advance-fee ban for debt relief.

04

State-aware targeting

Campaigns run only in the states where you are licensed or registered, and state is captured on every lead.

General information about how we run campaigns, not legal or compliance advice. Buyers remain responsible for the rules that apply to their own business.

Resources

Finance reading

All finance articles
FinanceMCA Leads: Fundable Merchants vs. Tire-KickersRead article → FinanceLive Transfers for Debt ResolutionRead article → FinanceSBA Loan Leads: What Lenders Should ScreenRead article →

Let’s fill your pipeline.

Tell us your vertical, programs, markets, and qualification standards. We’ll show you what a campaign would look like for your team — and tell you plainly if a market can’t support it.