---
title: "FunnelFi for SMB Lead Providers, Deliver Files That Actually Fund"
url: https://funnelfi.ai/smb-lead-providers
description: "Pre-screen every business-loan lead before you deliver it. Soft pull, no SSN, full credit report attached, raise pull-through and stop shipping files that were never going to fund."
lang: en
---

For SMB Lead Providers & Agencies

# Stop Sending Lenders Leads That Were Never Going To Fund.

FunnelFi pre-screens every lead before you deliver it, so the files you ship actually fund and the lenders you sell to keep coming back.

Schedule Demo: https://funnelfi.ai/schedule-call
Get Started: https://funnelfi.ai/pricing

Soft pull only No SSN Zero score impact

4.9 · 240+ teams

Image: FunnelFi (https://funnelfi.ai/__l5e/assets-v1/77d45462-b975-4c35-bc21-f7800e34ac12/funnelfi-logo.webp)
/ Business Funding

LIVE

MR

Michael Reyes

LLC · 4 yrs · Prospect ID 10458

Qualified 98% confidence

Credit

742

Great

Time in Biz

4 yrs

Stable

Revenue

$840k

Verified

Program matches

6 eligible

- SBA 7(a), $250k 9.75%
- Term Loan, $175k 11.2%

Soft Pull No SSN 2.1s

The Solution

## FunnelFi Is a Pre-Screen Layer for Your Delivery Pipeline.

Before a single file leaves your system, FunnelFi runs a soft credit pre-qualification using just the lead's name, phone, and email. **No hard** inquiry. **No SSN**. **No friction** on the applicant's end.

Within seconds, you know exactly which files are worth shipping to a lender, and which ones would have burned your buyer's trust.

Qualified or DNQ in seconds No SSN required Soft pull only

1.8s

### Financial qualification before the call

Name Captured

Phone Captured

Email Captured

Synced

Leads

Rules

Routes

Files

Qualified

35

Review

12

DNQ

53

Marcus Reyes Qualified Route

Amelia Kelley Qualified Route

Rosa Palmer DNQ Nurture

Jordan Miles Qualified Route

The Verdict

## Hard data. Instant verdicts.

Every applicant is triaged into Qualified or DNQ, with FICO, DTI, income, and spending power already mapped. Your closers only ever touch leads who can actually afford your service.

Soft-pull FICO + unsecured debt load

DTI and monthly-payment thresholds

Automatic offer-tier stacking (LOC · SBA · MCA)

DNQ reasoning surfaced for credit-repair handoff

Image: Small business owner in her boutique shop (https://funnelfi.ai/assets/verdict-smb-BLKF0SQB.jpg)

Qualified

AR

Ava Rodriguez

FICO

742

DTI

18%

Income

$184k

Spending Power

$27k

Identity Verified

Income Verified

Debt Verified

Soft-Pull Credit

Offer ready

Line of Credit $500k

SBA Loan $350k

Equipment $300k

How It Works

## Three Steps. Real Time. No Disruption to Your Pipeline.

1

### Connect Your Lead Source

Plug FunnelFi into your existing lead management system, form provider, or CRM via a simple API or webhook. Your delivery pipeline stays exactly as it is.

No workflow change Plug & play Live in minutes

Integration Active

Lead Source

FunnelFi

CRM

Leads flow in automatically. No workflow change.

2

### Every Raw Lead Screens Automatically

Every lead is run through FunnelFi's decision engine the moment it comes in. Soft pull. Real-time result. No SSN. No drop-off on the applicant's end.

Soft pull Real-time No SSN required

Screening Live

JD

Jordan Davis

Soft pull · No SSN

Qualified

FICO

742

DTI

31%

Income

$184k

Verdict returned in under a second.

3

### Deliver Only Qualified Files, Priced Accordingly

Qualified files ship to your lender with a credit score, loan type eligibility, income data, and a full credit report already attached. DNQ files get filtered before they can damage a buyer relationship.

Qualified only Routed cleanly Ready to quote

Qualified queue Ready

Jordan Davis

SBA · $120k

Qualified

Alex Morgan

DNQ, filtered out

Reps see only files worth dialing.

Schedule Demo: https://funnelfi.ai/schedule-call

What's Inside Every Pre-Screen

## Deliver Files With Everything Your Lender Needs to Make a Decision.

FunnelFi attaches a full credit report and pre-screening profile to every qualified file, the same depth of data your buyer would otherwise pay $10–$15 per file to pull themselves, and only after collecting an SSN.

### Every lead is screened against all four loan types simultaneously.

Submit a name, phone, and email. FunnelFi's algorithm instantly evaluates the applicant's credit profile and returns a qualified or DNQ result for each loan category. Not just an overall score. A per-product decision.

Name, phone, and email only. No SSN required.

Results returned in real time

Qualified or DNQ per loan type, not just overall

Full Credit Report Included

Qualified

#### Line of Credit

Amount

Up to $250K

Qualified

#### Equipment Leasing

Amount

Up to $350k

Qualified

#### SBA Loan

Amount

$500k

Coming Soon

#### MCA Loan

Amount

$150k

Get Started

## Start Delivering Files Your Lenders Actually Fund.

Schedule a free demo. We'll show you exactly what your existing lead volume is worth once dead files stop reaching your buyers, and how to price like the vendor lenders can't afford to drop.

## Structured data

```json
[
  {
    "@context": "https://schema.org",
    "@graph": [
      {
        "@type": "Organization",
        "@id": "https://funnelfi.ai/#organization",
        "name": "FunnelFi",
        "url": "https://funnelfi.ai",
        "logo": "https://funnelfi.ai/favicon.png",
        "sameAs": []
      },
      {
        "@type": "WebSite",
        "@id": "https://funnelfi.ai/#website",
        "url": "https://funnelfi.ai",
        "name": "FunnelFi",
        "publisher": {
          "@id": "https://funnelfi.ai/#organization"
        }
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@type": "Service",
    "name": "FunnelFi for SMB Lead Providers",
    "description": "Pre-screen every business-loan lead before delivery. Soft pull, no SSN, full credit report attached to raise pull-through and eliminate dead files.",
    "url": "https://funnelfi.ai/smb-lead-providers",
    "provider": {
      "@id": "https://funnelfi.ai/#organization"
    },
    "serviceType": "Lead Verification for SMB Lenders",
    "areaServed": "US"
  },
  {
    "@context": "https://schema.org",
    "@type": "FAQPage",
    "mainEntity": [
      {
        "@type": "Question",
        "name": "Does screening affect the lead's credit score?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "No. FunnelFi uses a soft credit pull only. It does not appear on the borrower's credit report and does not impact their score in any way."
        }
      },
      {
        "@type": "Question",
        "name": "Do I need to change my existing lead delivery pipeline?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "No. FunnelFi integrates into your existing workflow via API or webhook. Nothing gets replaced. Nothing gets disrupted."
        }
      },
      {
        "@type": "Question",
        "name": "How fast are screening results returned?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "Real time. Qualification results come back within seconds of submission, so you can screen and deliver on the same lead flow you're running today."
        }
      },
      {
        "@type": "Question",
        "name": "What information do I need to screen a lead?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "Just a name, phone number, and email address. No SSN. No application."
        }
      },
      {
        "@type": "Question",
        "name": "What does the lender receive with each qualified file?",
        "acceptedAnswer": {
          "@type": "Answer",
          "text": "Qualified or DNQ status, credit score, age, DTI, personal and household income, total unsecured debt, monthly obligations, loan type eligibility across Line of Credit, SBA, and MCA, plus a full downloadable credit report at no additional cost."
        }
      }
    ]
  }
]
```