Everything you need for a first call.
Structured the same way every time, with verified fields clearly marked.
Business financing requests
| Field | Source |
|---|---|
| Legal name, business number, incorporation date, standing | Public business registry |
| Applicant’s role and authority | Verified against records and declaration |
| Phone and email | Verified by one-time code |
| Amount, product, purpose, timeline | Applicant |
| Revenue, years operating, existing financing | Applicant, as reported |
| Consent to be contacted by one partner | Recorded at submission |
Mortgage requests
| Field | Source |
|---|---|
| Request type and timeline | Applicant |
| Property location and price range or value | Applicant |
| Income, employment and down payment or balance | Applicant, as reported |
| Phone and email | Verified by one-time code |
| Consent to be contacted by one partner | Recorded at submission |
Spend your time on clients who are ready.
Verified, consented and exclusive requests in the products and regions you serve.