Lead Generation · Business Finance · Financely
Business Loan Lead Generation for Lenders, Brokers, and Credit Funds
Financely identifies, qualifies, and introduces SMEs and mid-market companies actively seeking business loans, working capital facilities, trade finance lines, and growth funding. We handle the outreach, screening, and qualification. You receive introductions to decision-makers with a documented funding need, a viable business, and a readiness to engage.
We do not sell lists. We generate qualified, screened introductions to businesses that meet your lending criteria. Every prospect passes a commercial and compliance pre-screen before we make the introduction.
500 +
Qualified Business Finance Enquiries Processed Monthly
72 h
Average Time From Prospect Identification to Qualified Introduction
15 %
Conversion Rates Achieved on Targeted Campaigns for Matched Lending Criteria
How Your Pipeline Will Look With Financely
Focus on underwriting and closing while we deliver sales-ready business loan leads.
We handle the entire journey
We map businesses matching your exact lending criteria: sector, geography, annual turnover, loan size, and facility type. Sourced from proprietary data, inbound enquiries, and targeted outreach campaigns.
Every prospect is screened against your criteria before any introduction. We verify trading history, turnover, loan purpose, and decision-maker status. Non-qualifying enquiries are filtered out at this stage.
Basic AML, sanctions, and adverse media checks on the business and its principals. We do not pass introductions with obvious red flags. Your compliance team still runs full KYC, but they receive a pre-screened file.
We make a warm, documented introduction: business profile, loan requirement, trading summary, and decision-maker contact. The prospect has confirmed their interest and availability before the introduction is made.
Your part in the process
You receive the introduction, run your full credit and KYC process, issue a term sheet, and close the deal. We track outcomes and use your feedback to refine lead quality continuously.
* Indicative pipeline volumes. Results depend on lending criteria, capacity, and market conditions.
Prospects
2,000+
businesses identified within your target criteria monthly
Pre-Qualified
600+
businesses pass initial criteria and turnover screening
Compliance Screened
200+
clean files with confirmed funding need and verified principals
Introductions
50–80
warm, documented introductions delivered to your team
Closed Deals
8–20
funded loans per month, subject to your underwriting
What We Deliver With Every Introduction
Prospect Profile Includes
- Company name, registration number, and trading address
- Annual turnover range and years trading
- Loan amount requested and stated purpose
- Preferred facility type (term loan, revolving, asset-backed)
- Decision-maker name, title, and direct contact
- Summary of any existing facilities and current lender
Lending Criteria We Match Against
- Minimum and maximum loan size
- Sector inclusions and exclusions
- Geography and jurisdiction
- Minimum trading history and turnover
- Facility types you offer
- Any additional credit or compliance filters
How We Run Campaigns
We tailor the channel mix to your lending product, target borrower profile, and geography. Some lenders need high-volume digital inbound. Others need targeted offline outreach to specific industries or geographies where borrowers are not actively searching online. We build the approach around what will actually produce qualified introductions for your criteria, not a standard package.
Online Campaigns
- Paid search targeting active funding queries
- Display and retargeting for mid-funnel borrowers
- LinkedIn outreach to CFOs and finance directors
- Email campaigns to segmented business databases
- SEO-driven inbound from finance content
Offline and Direct
- Direct mail to businesses matching your credit profile
- Telemarketing and qualification calls
- Industry event and trade association outreach
- Referral network activation with accountants and advisors
- Broker channel partnerships where appropriate
PR and Earned Media
- Trade press placement in sector-specific publications
- Thought leadership content positioning your lending product
- Case study and transaction announcement distribution
- Podcast and media appearances for brand awareness
- Awards and rankings submissions to build credibility
Where regulatory oversight applies, we bring in qualified legal counsel.
If your lending product requires FCA authorisation, state-level licensing, or any regulated activity in the jurisdictions we are running campaigns in, we coordinate with specialist legal and compliance advisors to ensure the lead generation activity operates within the correct regulatory framework. This is included in the scoping conversation before any campaign begins.
Engagement Options
Pay Per Lead
Per Introduction
- Fixed fee per qualified introduction
- No monthly commitment
- Volume discounts available
- Replacement policy on non-qualifying introductions
Monthly Retainer
Fixed Monthly
- Agreed monthly introduction volume
- Dedicated account management
- Criteria refinement included
- Weekly reporting on pipeline and outcomes
- Priority access to high-value introductions
Success Share
On Funded Amount
- No upfront fee
- Percentage of funded loan amount on close
- Available for established lenders with track record
- Requires documented conversion reporting
Pricing is quoted based on your lending criteria, target loan size, and monthly volume requirement.
Contact us for a tailored fee schedule before any work begins.
Discuss Your Lead Criteria
Tell us your target loan size, sector focus, geography, and monthly volume requirement. We will respond with a tailored pipeline estimate and fee schedule within one business day.
Request a Pipeline Estimate