Are You A Direct Lender or Broker/ISO?
1
Yes
2
No
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What's your role at the company?
1
Owner / CEO / Founder
2
President / COO
3
Head of Acquisition / Marketing
4
Head of Sales
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What's your monthly funding volume
1
Under $1M
2
$1M - $2M
3
$2M - $5M
4
$5M - $10M
5
$10M - $25M
6
$25M+
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(All Applications Are 100% Confidential)
Company website
Please specify an answer
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(All Applications Are 100% Confidential)
What products do you mainly fund?
(Select All That Apply)
1
MCA / Revenue-Based Financing
2
Invoice Factoring / AR Financing
3
Term Loans / Working Cap
4
Equipment Financing
5
Line of Credit
6
SBA Loans
7
Other
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(All Applications Are 100% Confidential)
How many qualified apps does your team handle per day right now?
1
Under 10
2
10-25
3
25-50
4
50-100
5
100-250+
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(All Applications Are 100% Confidential)
How many reps do you have on your floor?
1
1-5
2
5-10
3
10-25
4
25-50
5
50+
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(All Applications Are 100% Confidential)
Have you ever bought leads?
1
Yes
2
No
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(All Applications Are 100% Confidential)
What are you currently buying leads from?
(Select All That Apply)
1
UCC packs
2
Aged data / refurbished leads
3
Direct lead sellers
4
LendingTree
5
Self-generated (Meta / Google ads)
6
Cold outreach / SDR team
7
Referrals only
8
Other
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(All Applications Are 100% Confidential)
What CRM are you using?
1
Salesforce
2
HubSpot
3
GoHighLevel
4
Google Sheets
5
Lending Specific CRM
6
Custom-built
7
Other
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(All Applications Are 100% Confidential)
What's your goal for additional funded volume every month from a new lead source?
1
Under $500K
2
$500K - $1M
3
$1M - $3M
4
$3M - $5M
5
$5M+
6
Not sure / want to discuss on the call
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(All Applications Are 100% Confidential)
What's the biggest issue you're running into with your current lead sources?
(Select All That Apply)
1
Merchants are over-shopped and burned
2
Low contact rate
3
Leads don't match our underwriting
4
Quality drops when we scale volume
5
Aged or recycled data
6
Slow delivery
7
Hard to get credits on bad leads
8
Other
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(All Applications Are 100% Confidential)
How quickly are you looking to add a new source?
1
As soon as possible
2
1-7 days
3
7-14 days
4
14-30 days
5
Just exploring / no specific timeline
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(All Applications Are 100% Confidential)
What is your contact info?
Full Name
Please specify an answer
Email
Please specify an answer
Phone number
🇺🇸
Please enter a valid phone number
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