For agencies
Adding a soft-pull check to your funding intake
Qualifying a lead before the first call saves everyone time. Doing it well comes down to who you check, what you show them, and what you keep.
For agencies and brokers
Putting a soft-pull check in your intake: what to collect, what to say, what to keep on file and what to do when the answer is no.
If you put funding in front of clients, the call is where a good process shows. The owner is deciding in a few minutes whether you’re someone to trust with their file, and the words you pick and the records you keep are a big part of how they decide.
These guides cover the pieces in the order a client meets them: the facts to gather, the consent to get on file before anyone pulls, what to say about the range, and the notice that follows when the answer is no.
Start here
- Five facts to collect before the first funding call
Purpose, time in business, revenue, ownership and existing payments. With these five, a funding call becomes a plan instead of a guess.
- Consent on file before the call: a yes you can show
Capture the yes at the moment of the ask, from a form or a phone call, and make it hard to change. Here is what the record holds and why it makes the call easier.
- What to say about a funding range, and what to leave out
A range is the most useful thing a rep can share, and the easiest to turn into a promise by accident. Here is how to say it so it holds up.
Keep going
For agencies
Adverse action notices, explained for agencies
When a decision rests on a consumer report, a notice may be owed. Here is what it contains, who sends it, and the habits that keep you on the right side of it.
Read enough? See your own number.
One soft pull. No hard inquiry, no SSN, no obligation.
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