In the fast-paced world of commercial finance brokerage, not being able to instantly and accurately qualify leads and deals is not only inefficient, but a direct contributor to losing valuable opportunities that could grow your business.
Using automated lead qualification software can be a transformative step in handling more deals, so you can focus on growing your finance brokerage.
Before incorporating an automated lead qualification system into your business processes, it’s helpful to understand how the technology works.
Information gathering
The software will initially collect details about potential leads from the sources most important to you. For brokerages, this may be company data held by Companies House, shareholder information and credit score information.
Lead analysis and scoring
The information pertinent to your decisions is analysed, assessing each lead and assigning them a score according to a variety of factors that indicate how likely they are to fit your criteria and become a converting customer.
Decisioning
With scores applied, an automated lead decision engine will then be able to make logic-based decisions regarding each lead. Depending on the level of autonomy you give the engine, high-scoring, hot leads may be automatically approved and cold leads abandoned and removed from the system. If you prefer a more hands-on approach, your deals will instead be organised by score and priority, leaving you to determine whether they fit the criteria of your lenders.
SalesTech, our commercial finance automation software is a platform built to provide the best possible experience to business finance professionals. Our lead qualification system incorporates a powerful decision engine component that allows brokers to automate their processes from initial data collection through to pre-packaging deals and matching to lenders.
The SalesTech dashboard is also the ideal platform for finance professionals looking for a business finance CRM with live deal tracking, dashboards, a data collection hub and fully customisable fields.
For more information about how to automate your business finance lending and brokering, get in touch with one of our SalesTech product specialists today.
Knowing if a company has previously filed for bankruptcy is essential to assessing its financial stability. With Companies House, you can view detailed records of the insolvency history of limited companies which…
Knowing if a company has previously filed for bankruptcy is essential to assessing its financial stability. With Companies House, you can view detailed records of the insolvency history of limited companies which…
Knowing if a company has previously filed for bankruptcy is essential to assessing its financial stability. With Companies House, you can view detailed records of the insolvency history of limited companies which…
Knowing if a company has previously filed for bankruptcy is essential to assessing its financial stability. With Companies House, you can view detailed records of the insolvency history of limited companies which…
Knowing if a company has previously filed for bankruptcy is essential to assessing its financial stability. With Companies House, you can view detailed records of the insolvency history of limited companies which…
Knowing if a company has previously filed for bankruptcy is essential to assessing its financial stability. With Companies House, you can view detailed records of the insolvency history of limited companies which…
