Appointment Setting Script

(For Calling Commercial Finance Brokers)

Hi, my name is __________ and my phone number is __________.

I’m calling because I’m trying to find out if your company has the capacity to take on an extra 15-25 pre-qualified business loan applicants per week. These are local small business owners looking to get immediate financing for growth and working capital, so if you would be interested, please give me a call – again, my phone number is __________. Thank you.

Introduction

Hi, my name is __________, and I’m just trying to find out if you all would be able to take on an extra 15-25 pre-qualified business loan applications per week.

{During the initial live call, you will most likely be speaking to the gatekeeper. Once the gatekeeper sends you to the decision maker, repeat the same pitch. If the decision maker wants to hear more, proceed with the elevator pitch}

Elevator Pitch

We use algorithms to identify about 60-100 people per month who are actively looking for financing, and we’re hoping to find a loan broker to partner with on these referrals. Do you all have the in house capacity to handle that many prequalification applications?

(PAUSE. If they ask about the people seeking loans say…)

These are local small business owners looking to get immediate financing for growth and working capital We check to verify the basics like time in business, $120k+ annual revenue, and favorable credit scores.


We have systems in place to identify these people in need, and we can send this information to you at a rate of about 100 pre-qualified leads per month.

After the pitch is complete and the prospect is interested, please proceed with the following:

“When is a good time to set up a 15-minute call with our representative to discuss how we are able to supply you with these leads?”

Or if you want to be more assertive, give the roofer a few time slots:

“Does a 15-minute call on (insert date and time) work for you to discuss how we are able to supply you with these leads?”

Introduction

We can definitely go into greater detail during the scheduled call, but briefly, our service offers…

"Send Me Some Information"

Hi, my name is __________ and my phone number is __________.

I’m calling because I’m trying to find out if your company has the capacity to take on an extra 15-25 pre-qualified business loan applicants per week. These are local small business owners looking to get immediate financing for growth and working capital, so if you would be interested, please give me a call – again, my phone number is __________. Thank you.

Hi, my name is __________, and I’m just trying to find out if you all would be able to take on an extra 15-25 pre-qualified business loan applications per week.

{During the initial live call, you will most likely be speaking to the gatekeeper. Once the gatekeeper sends you to the decision maker, repeat the same pitch. If the decision maker wants to hear more, proceed with the elevator pitch}

We use algorithms to identify about 60-100 people per month who are actively looking for financing, and we’re hoping to find a loan broker to partner with on these referrals. Do you all have the in house capacity to handle that many prequalification applications?

(PAUSE. If they ask about the people seeking loans say…)

These are local small business owners looking to get immediate financing for growth and working capital We check to verify the basics like time in business, $120k+ annual revenue, and favorable credit scores.


We have systems in place to identify these people in need, and we can send this information to you at a rate of about 100 pre-qualified leads per month.


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yOUR LENDER CHEAT SHEET FOR GETTING APPROVED

Avoid getting denied for funding! Follow this 23-point checklist to get your business pre-qualified with no personal guarantee!