For commercial lenders
Get your leads called by trained remote callers
Buy leads from the BoardFive pool or load your own. Screened callers phone the owners and set up the conversation with your loan team. You pay a bounty when a loan funds.
Loan Broker? Small Team?
There is a page written for you: how a solo broker puts callers on a list and keeps the deals.
Ways to start
Pick one or use all of them. Callers work whatever you put in front of them.
Buy leads
Browse prospects by type and state. Buy a shared copy or take a lead for yourself alone. The contact details unlock when you buy.
Add your own leads
Enter one lead or upload a CSV. Duplicate and do-not-contact checks run on every row, then callers start reaching out for you.
Send a screenshot
Spot a lead in a social media post? Upload a screenshot with a short note. Our team reads it, finds the contact and works the lead.
How it works
- Step 1
Describe your loans
Fill in a calling brief with what you lend on, your loan sizes, your states and how your loan officers take over a call.
- Step 2
Pick your leads
Buy from the pool, load your own or send a screenshot. You can mix all three.
- Step 3
Callers get to work
Approved callers phone owners and send email on your behalf. The Board records every call and logs every touch.
- Step 4
Your loan officers take the handoff
Owners who want to talk reach your team. You listen to the recorded calls and see each lead's activity.
- Step 5
Pay when a loan funds
You pay the bounty when the loan funds, plus a platform fee. Leads you buy carry the price shown before you buy.
You stay in control
- You approve which callers join your roster.
- You listen to any call and read the transcript.
- Calls happen only between 8am and 9pm in the owner's time zone.
- The Board blocks numbers on your do-not-contact list.
- Callers practice on your calling brief and pass a scored test call before they start.
- The platform tracks voicemail and email response times and warns slow responders.
Questions from lenders
What does it cost?
A lead you buy shows its price before you buy it. When a loan funds, you pay the bounty and a platform fee. Callers who work your own leads add a flat fee for a 30, 90 or 180 day work term. Ask us for current prices.
Who makes the calls?
Independent contractors who finish training and pass a recorded test call with an AI business owner. They represent you, say they are recorded and do not quote rates or promise approvals.
Do callers need a license?
No. You hold the licenses and you underwrite and close the loan. Callers introduce owners to your loan team.
What loans does it cover?
Business-purpose commercial loans, such as fix and flip, bridge and new construction. The Board does not handle consumer loans.
What happens to a lead I upload?
Callers on your roster work it. If you ask for our pool, the Board's callers work it. Every call and email is logged on the lead.
How does the screenshot service work?
Upload an image and add a note in your panel. Our team reads the post, finds a way to reach the person and works the lead. You see the result on the lead.
Put callers on your leads
Email us with your states and loan types. We reply with how to get started.
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