What makes a good business finance lead
Short answer
A good business finance lead comes directly from the business owner, states what finance they need, includes working contact details, is recent, and is not sold to many brokers at once.
Direct and exclusive
The owner asked about finance themselves, and you are not competing with five other brokers calling the same number.
A clear stated need
Knowing whether they want a business loan, working capital or property finance lets you open with a relevant option.
Reachable
A mobile number and email address let you follow up by phone, SMS and email. Our insights page shows how many enquiries include each.
Fresh, with a plan for older enquiries
Recent enquiries suit fast calls. Older ones still have value with a planned re-engagement approach.
Questions brokers ask
What is an exclusive finance lead?
An enquiry that is not sold to multiple brokers at the same time, so you can follow up without a race.
How can I check lead quality?
Look at the stated need, contact details, enquiry date and whether the lead is exclusive or shared.
What a full enquiry record looks like
Sample record with a fictional business owner, shown in the real broker CRM.
Get 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.
Related reading
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.
Read