How to get business loan leads
Short answer
Brokers get business loan leads in four ways: referrals, their own advertising, buying leads from a supplier, or working existing data. The fastest reliable route is a monthly supply of direct, exclusive inquiries from business owners who have asked about finance, delivered into a CRM so you can follow up the same day.
1. Referrals and introducers
Accountants, solicitors and past clients send the warmest inquiries, but volume is unpredictable and hard to scale.
Keep a simple introducer list and update them monthly with the deals you have completed.
2. Your own advertising
Search, social and email campaigns can work, but they need budget, landing pages, compliance checks and time to test. Many brokers spend months before costs per inquiry settle.
If you run ads, track cost per funded deal, not cost per click.
3. Buying leads from a supplier
A supplier runs the marketing and passes you inquiries. Check whether leads are exclusive or shared, how fresh they are, and whether you can see the business owner's stated need.
Finance Leads supplies a firm minimum of 50 Live Leads each month, plus established 30D+ inquiries and email engagement data, in a private broker CRM.
4. Working existing data
Older inquiries and engaged email readers are often ready for a conversation when timing changes. A polite, well-timed follow-up by phone, SMS or email turns these into new opportunities.
Questions brokers ask
What is the quickest way to get business loan leads?
Buying direct, exclusive inquiries from a supplier is quickest, because the marketing and capture are already done. You can start calling the same day.
How many leads does a broker need each month?
It depends on your conversion rate and capacity. Many small brokerages work well with around 50 fresh inquiries a month plus a pool of older inquiries for follow-up.
Are free business loan leads worth it?
Free lists are usually shared, old or unconsented. Time spent calling poor data costs more than a reliable paid supply.
Get direct, exclusive inquiries 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 follow up SME finance inquiries
A simple follow-up routine for business finance inquiries: when to call, what to say, and how to use SMS and email so more inquiries become conversations.
ReadHow to work aged (30D+) finance leads
Why inquiries older than 30 days are still valuable, and a practical approach to re-engaging them with fresh, relevant messages.
ReadExclusive vs shared finance leads
How exclusive business finance leads compare with shared leads on cost, competition, contact rates and broker experience.
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