For business lending

Funding-ready business owners, booked for your team.

Business loan lead generation only pays off when someone reaches the owner the same hour they apply. Business owners who need capital need it fast, so we bring in applicants, pre-qualify them on your criteria and book them with your funding team before they sign with someone else.

Book a Stride Scaling Call See client results
clients served
400+clients served
star rating
4.8star rating
to go live
2-3 wksto go live

Example text conversation between Ava, an AI assistant for Keystone Business Capital, and a lead named Tony.

  1. Ava (AI): Hi Tony, this is Ava, the AI assistant for Keystone Business Capital. Thanks for applying for equipment financing. What are you looking to finance?
  2. Tony: A used excavator, around 85k
  3. Ava (AI): Got it. How long has the business been operating, and roughly what's your annual revenue?
  4. Tony: 6 years, about 1.2M
  5. Ava (AI): Thanks. Is it from a dealer or a private seller, and do you have a quote yet?
  6. Tony: Dealer. I have the quote
  7. Ava (AI): Perfect. A funding specialist will go over options with you. Terms depend on underwriting, so they'll want the quote and recent bank statements. Tomorrow at 10:00 AM?
  8. Tony: Yes
  9. Ava (AI): Booked for 10:00 AM. I'm sending a secure upload link for the quote and statements now.

Booked: Funding review, Tomorrow, 10:00 AM, Docs requested in advance.

Speed to lead

In at 6:20 PM. Booked by 6:24 PM.

In this business, the first company to have a real conversation with a lead usually wins. Here's what an AI agent changes on a single lead.

With an AI agent on every lead

Example timeline, based on the conversation above.

4 minfrom first touch to booked

  1. 6:20 PM

    Application submitted

    After the job site closes

  2. 6:20 PM

    AI texts back

    Before they apply elsewhere

  3. 6:23 PM

    Pre-qualified

    Time in business, revenue, quote

  4. 6:24 PM

    Review booked

    Documents already requested

Typical follow-up

6:20 PM lead comes in
20 hours
Next day, 2:00 PM A rep calls back

He's already working with the lender that called first.

How our speed to lead service works and what the research says about response time.

Lead sources

Wherever your leads come from, they get answered.

Owners applying for capital usually apply in more than one place. The first lender to reach them leads.

Where leads come from

Ads, portals, marketplaces and forms all route to the same agent.

  • Google logoGoogle
  • Facebook logoFacebook
  • LinkedIn logoLinkedIn
  • Lendio logoLendio
  • Gmail logoGmail

Document chase without the chasing

Most business loan files stall on paperwork, not credit. The owner meant to send the bank statements and then got busy, and your team spends the week sending reminders.

The agent sends the upload link right after pre-qualification, lists exactly what's missing, reminds the owner on a schedule and calls when a file has been stuck for a few days. It never asks anyone to send statements by text, and it never promises an approval or terms.

Sound familiar?

Where business lending lose deals.

None of these are lead problems. They're answer-and-follow-up problems, which is exactly what AI agents fix.

  1. 01

    Applicants apply with three lenders at once

  2. 02

    Half your calls are with unqualified borrowers

  3. 03

    Leads stall waiting for documents

What we report on

The numbers business lending care about.

Your weekly report leads with booked appointments, then shows what moved them.

01
Speed to lead
Minutes from application to first contact.
02
Pre-qualification pass rate
Applicants who meet your credit box on the first conversation.
03
Documents received
Applicants who send statements and documents, and how fast.
04
Files submitted
Complete files sent to underwriting.
05
Funded deals
Reported back from your CRM, by source.
06
Cost per funded deal
Marketing spend per deal that closes.

Objections our agents handle

The pushback, handled.

We train every agent on your answers to the questions leads actually ask. These are the three we hear most in business lending.

When a question needs a person, the agent hands off to your team with the full conversation attached.

  • The lead says

    “What's your rate?”

    How the agent responds

    The agent explains terms depend on underwriting and that the funding specialist will walk through real options on the call.

  • The lead says

    “I already applied somewhere else.”

    How the agent responds

    It treats that as normal and suggests comparing offers side by side, then books the review.

  • The lead says

    “I don't have time to gather documents.”

    How the agent responds

    It lists exactly what's needed, sends a secure upload link and follows up until everything is in.

The playbook

What we'd build for you.

Every engagement is shaped on the strategy call, but this is where we usually start with business lending.

01Week 1

Map your roadmap

We look at how leads reach you today and where they leak, then plan the agents, follow-up and pipeline that fit your offer and your brand voice.

02Weeks 2 to 3

Deploy your AI workforce

We build the agents and knowledge base, connect them to your CRM and calendar, and hand your team a system that is already taking calls.

03Days 30 to 60

Optimize and scale

We read the conversations, tune the scripts and add agents and channels as volume grows, with numbers you can check every week.

The follow-up cadence

Follow-up that doesn't give up.

How the agent works a new lead in business lending, from the first minute to the long-term nurture.

  1. 0 minCall

    The agent calls, confirms time in business, monthly revenue and how much they need.

  2. 1 minSMS

    No answer? A text that explains the next step and asks for a good time.

  3. After pre-qualSMS

    A secure upload link and a plain list of the documents you need.

  4. Day 1SMS

    A reminder about the missing documents, item by item.

  5. Day 3Call

    A call to help with anything holding the file up.

  6. Day 7SMS

    A last check-in before the file is paused.

An example cadence. Timing, channels and wording are set with you, and agents only contact leads who opted in.

What we connect to

Plugs into the tools you already use.

Your agents read and write to the systems business lending already run on, so every conversation, booking and note lands where your team works. We handle the setup.

  • Salesforce logoSalesforce
  • HubSpot logoHubSpot
  • GoHighLevel logoGoHighLevel
  • Pipedrive logoPipedrive
  • DocuSign logoDocuSign
Your AI agentsBuilt on StrideOps
  • Plaid logoPlaid
  • Microsoft Outlook logoOutlook
  • Google Calendar logoGoogle Calendar
  • Slack logoSlack
  • Zapier logoZapier

Typical tools in your space. Don't see yours? Ask on the call; most connect through an API.

Client results

Results from Executive Stride clients.

Clients across our industries, on camera and in their own words.

All client results
clients served
400+
clients served
in client results
$10M+
in client results
industries
20+
industries
average rating
4.8
average rating
$220K profit in 2 monthsFranky Shaw, FutrGroupClient
10+ calls a week for 6 monthsJacob Snitman, Burke FinancialClient
37 calls, 13 clients in 3 weeksKas Ghorb, Content RocketClient
15 calls, 3 deals in 2 weeksBharat, Bison MarketersClient
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke Financial
I don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroup
I can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media Leads
Getting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing Solutions
Since working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa Direction
Josh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent Rocket

FAQ

Questions business lending ask us.

Anything else, ask us on the call.

Can it pre-qualify on our credit box?
Yes. It asks your questions, like time in business, revenue, industry and use of funds, and only books applicants who fit. Everyone else gets a polite answer.
Does it chase documents?
Yes. It requests what underwriting needs, sends a secure upload link and follows up by text until the file is complete.
Will it promise approvals or terms?
Never. It's set up to say clearly that approval and terms depend on underwriting, and to leave every number to your team.
Does it help with outbound too?
Yes. We pair it with outbound campaigns to businesses that fit your lending box, and the agent follows up on every reply.
Can it qualify on our credit box?
Yes. The agent asks your exact questions, like time in business, revenue and industry, and routes applicants who don't fit to a polite decline or a referral partner.
Does it work with our CRM?
Yes. Applications, notes and document status land on the record in Salesforce, HubSpot, GoHighLevel or the CRM you use.

Other industries we scale

Marketing AgenciesCoaches & ConsultantsReal Estate AgentsMortgage Brokers & Loan OfficersHome ServicesRoofing ContractorsInsurance BrokersMCA FundersFinancial AdvisorsMed Spas & ClinicsAll industries

Let's fill your calendar this quarter.

Book a call and we'll show you the exact playbook we'd run for business lending.

Book a Stride Scaling Call