Trade Finance Lead Generation
Trade Finance Lead Generation for Lenders
Trade finance is document-driven. Yet most inbound “trade finance leads” are not. Many submissions arrive without a defined transaction, without counterparties, and without usable commercial documentation. Credit teams spend time filtering broker chains and speculative requests instead of underwriting real trade flows.
Financely builds and operates acquisition funnels that produce structured trade finance inquiries aligned with your product scope and underwriting criteria, including Letters of Credit, supply chain finance, and invoice factoring.
Products Covered
Letters of Credit
Import and export Letters of Credit, including transaction context, counterparties, and shipment structure.
Supply Chain Finance
Buyer-led and supplier-led structures where anchor, invoice terms, and payment cycles are captured upfront.
Invoice Factoring
Receivables financing requests with revenue band, customer concentration, and invoice profile collected before routing.
Working Capital for Trade
Facilities tied to documented purchase orders, supplier terms, and repeat trade flows rather than one-off proposals.
What We Filter Before Delivery
Trade finance lead quality is determined by documentation and counterparties. We build intake so those facts are captured before your team invests time.
- Counterparties:
buyer and seller identity, jurisdiction, role, and verifiable contact points
- Trade flow:
commodity or goods, Incoterms, shipment timing, and payment triggers
- Facility request:
product type, amount, tenor, and purpose
- Transaction documents:
contract, purchase order, pro forma invoice, and logistics plan where applicable
- Compliance signals:
jurisdictional scope, sanctions sensitivity, and KYC readiness
If the submission cannot describe the underlying trade in operational terms, it is not treated as a financeable request.
What We Deliver
Paid Acquisition Campaigns
Search-driven acquisition designed around trade finance intent, not generic funding keywords.
Structured Intake Funnel
Transaction-specific forms that require commercial detail before submission.
Pre-Screening Rules
Filtering based on your product scope, minimums, jurisdictions, and exclusions.
Routing to Your Desk
Qualified inquiries delivered in a consistent format for fast triage and underwriting initiation.
Commercial Terms
Origination System Deployment:$12,000 – $18,000 (one-time)
Origination Channel Management:$7,500 – $9,000/month
Recommended Media Budget:$10,000+ per month (paid directly to advertising platforms)
Pricing depends on product scope, geography, compliance constraints, and the documentation gates required for your underwriting process.
Apply for Trade Finance Lead Generation
Submit your underwriting profile, target products, minimum and maximum facility sizes, and geographic coverage. We will review fit and respond with scope and deployment steps.