Guides for finance brokers
Short, practical answers on getting and following up business finance enquiries.
How to get business loan leads
The main ways brokers get business loan leads, what each costs in time and money, and how to choose a reliable monthly supply.
ReadHow to follow up SME finance enquiries
A simple follow-up routine for business finance enquiries: when to call, what to say, and how to use SMS and email so more enquiries become conversations.
ReadHow to work aged (30D+) finance leads
Why enquiries older than 30 days are still valuable, and a practical approach to re-engaging them with fresh, relevant messages.
ReadHow to use email engagement data for nurture campaigns
How brokers use email engagement data, business contacts actively reading finance emails, to build warm nurture campaigns.
ReadCompliance basics for contacting finance leads
Plain-English compliance points for UK brokers contacting business finance leads by phone, SMS and email under UK GDPR and PECR.
ReadWhat makes a good business finance lead
The signs of a high-quality business finance lead: direct enquiry, stated need, reachable contact details and exclusivity.
ReadGet direct, exclusive enquiries every month
A firm minimum of 50 Live Leads a month, plus 30D+ Leads and email engagement data in your own CRM.