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Broker guide

How to work aged (30D+) finance leads

Short answer

Aged finance leads are business owners who asked about finance more than 30 days ago. Many still need funding, have been declined elsewhere or have new plans. Re-engage them with a short, helpful message that references their original need and offers a fresh look.

Why 30D+ leads still convert

Funding needs rarely disappear. Timing changes, other applications fall through, and new projects appear.

Because these enquiries are older, they suit steady, planned follow-up rather than same-day calling.

A re-engagement approach

Reference what they asked for, mention one relevant option, and ask a simple question such as whether they are still looking.

Use email and SMS for scale, and phone for anyone who replies.

Prioritise well

Start with enquiries that include a mobile number and a clear finance need. Then work through the rest in batches each week.

Questions brokers ask

What are aged business loan leads?

Enquiries from business owners that are more than 30 days old. They are lower cost to work and often ready for a fresh conversation.

Are aged leads worth calling?

Yes, with the right approach. A relevant, polite follow-up regularly restarts conversations with owners whose plans have moved on.

What a full enquiry record looks like

Sample record with a fictional business owner, shown in the real broker CRM.

Expanded enquiry record in the Finance Leads broker CRM

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