Are You A Direct Lender Or Brokerage/ISO?
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1
Direct Lender
2
Brokerage/ISO
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How Much Do You Fund Annually?
(best guess is perfectly fine)
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1
Under $10M
2
$10M - $25M
3
$25M - $50M
4
$50M - $100M
5
$100M - $250M
6
$250M+
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What's your role at the company?
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1
Owner / CEO / Founder
2
President / COO / Director
3
Head of Marketing
4
Head of Sales
5
Sales Rep
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How many sales reps do you have?
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1
1-5
2
5-10
3
10-25
4
25-50
5
50+
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How many exclusive, inbound leads can your sales team handle daily?
(Best guess is perfectly fine)
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1
Under 10
2
10-25
3
25-50
4
50-100
5
100-250+
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How are you currently generating leads?
(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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What CRM do you use?
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1
Salesforce
2
HubSpot
3
GoHighLevel
4
Google Sheets
5
Lending Specific CRM (CS Broker)
6
Custom-built
7
Other
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What's the biggest issue you're running into with your current lead sources?
1
Low contact rates
2
Leads don't match our typical underwriting
3
Aged or recycled data
4
Slow delivery
5
Hard to get last 3-4 months of banks on our leads
6
Other
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How quickly are you looking to get leads if it's a fit to work together?
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1
Now
2
Ready to start within 2 weeks
3
Within 30 days
4
Just exploring / no specific timeline
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What is your company website?
Please specify an answer
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What is your contact info?
First name
First name
Please enter your first name
Last name
Last name
Please enter your last name
Email address
Email address
Please enter a valid email address
🇺🇸
Phone number
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