Cold calling for commercial lenders and private credit.
Owners and CFOs take calls about capital when the timing fits. We call business owners directly and build broker and intermediary referral channels alongside it.
- Owner and CFO direct calling Named business owners and finance leaders, segmented by industry, revenue band and likely capital need.
- Broker and intermediary channel A parallel track building recurring deal flow from brokers, accountants and M&A intermediaries.
- Trigger-based timing Expansion, acquisition, equipment purchase, maturity dates and seasonal working capital gaps as calling triggers.
- Credit-box filtered lists We call the profiles you actually fund so your team is reviewing fundable deals, not declines.
Who it is for
- Private credit funds and direct lenders
- Asset-based and equipment lenders
- SBA, bridge and specialty finance providers
- Commercial banks building direct origination
Frequently asked questions
Is this B2B only?
Yes. We call businesses, owners, CFOs and intermediaries. We do not run consumer lending or consumer collections calling.
Can you build broker referral flow?
Yes, and it compounds. Broker and intermediary calling is a standing campaign that produces repeat deal flow rather than one-off deals.
How do you qualify a lending conversation?
Against your stated box: revenue, time in business, use of funds, size and timing. Anything outside it gets marked and not booked.
How do you stay compliant calling in lending and finance?
Every list is scrubbed against the National DNC (US), CRTC DNCL (Canada), state lists, your internal suppression file and known litigator lists. Calls are B2B only, logged with dispositions and timestamps, and we keep an audit trail your compliance team can review. We do not run consumer collections calling or use AI voice agents.
What does a program cost?
Self-serve call credits start at $1.00 per call on the monthly plan with a 500 call minimum. Most managed programs run $1,000 to $6,000 a month, and multi-territory or enterprise programs run $12,000 and up.
Cold calling pricing · Book a working session