Needs funding soon.
We ask when the borrower plans to move. People who are months away from a decision are screened out before they reach you.
Live transfers for lenders
Qualified borrowers, live on your line.
Loan Buddy connects lenders with consumers looking for consumer financing, business financing, mortgages, CRE loans, and MCA. Every borrower is vetted on timeline, credit, and loan size before the call reaches you.
- Funding needed soon
- Strong credit
- Right-sized loan
Mortgages
Consumer financing
CRE lending
MCA
Business financing
Incoming transferLive
Qualified. Connecting now.
Timeline
Credit
Size
Triple qualification
Three checks on every borrower.
A borrower reaches your team only after clearing all three, so your closers spend their time on conversations that can turn into funded loans.
Credit that can get approved.
Borrowers with weak credit don't make it through, so you aren't spending call time on files that can't be funded.
Big enough to be worth the call.
Requests that are too small to make sense for a lender are filtered out before the transfer is made.
Try it · example transfer
Change the borrower. Watch the transfer decide.
Timeline
Credit
Loan size
Incoming transferLive
- TimelineNeeds funding soon
- CreditStrong credit
- Loan sizeLarge enough for the lender
Qualified live transferConnected to your team and billed.
How it works
From request to live call.
Four steps, and the last one is the reason lenders stay.
1
A borrower asks for a loan.
A consumer starts looking for consumer financing, business financing, a mortgage, CRE lending, or MCA.
2
We run the three checks.
Timeline, credit, and loan size. Each one has to pass.
TimelineCreditLoan size
3
Your team takes the live call.
Borrowers who clear every check are transferred to your closers while they are on the line.
4
You pay only for qualified transfers.
Qualified live transfers are billed. Anything that turns out not to qualify is credited back.
Loan types
Five categories. One partner.
Tell us which categories you fund and we send you borrowers looking for exactly those.
Consumer Financing & Lending
Consumers looking for financing and lending solutions.
Business Financing
Owners looking for capital to run or grow a company.
Mortgages
Buyers and refinancers ready to move on a home loan.
CRE Lending
Investors and owners financing commercial property.
MCA
Merchants looking for a merchant cash advance, with funding that moves fast.
Pricing
You pay for qualified live transfers. Only those.
Each qualified live transfer is billed. If a transfer doesn't pass the three checks, it is credited back and you don't pay for it.
- BilledQualified live transfers
- Credited backUnqualified live transfers
IDProductTCSResult
#0412ConsumerBilled
#0413BusinessCredited
#0414MortgageBilled
#0415CRECredited
#0416MCABilled
3 billed · 2 credited backExample data · T timeline · C credit · S size
Become a partner
Ready for borrowers who are ready?
Book a call and we'll walk you through how transfers reach your team.
Book a call
Pick a time that works for you.
Choose a slot on our calendar. We'll cover the three checks, the categories you fund, and how billing and credits work.
Open the calendarOpens our booking calendar in a new tab.