Do you work with brokers or direct funders?
Both. ISOs use the agents to answer their lines and work aged files. Funders use them to answer direct-response calls and run the renewal list.
Built for MCA, business lending, and equipment finance floors
Every funding call answered. Every renewal called on time.
LeadLine builds AI revenue agents for MCA brokers, direct funders, and equipment finance shops. They answer your line day and night, find out whether the caller owns the business, what it deposits each month, and how many positions it's carrying, then put the owner on the phone with your closer. When nobody's free, your team gets the full summary in Slack within seconds.
Live and taking calls in 48 hours.
Inbound call · Funding line
Agent
LeadLine Funding, this is Ava. Are you calling about working capital for your business?
Caller
Yeah. I own an auto repair shop in Phoenix. Got your letter.
Agent
Good. Roughly what does the shop deposit in a typical month?
Caller
About forty-two thousand. I've got one advance, maybe half paid.
Call in
Answered in 1.2s
Qualified
Owner, 6 years, one position
Transferred
Marcus, live at 0:52
Results from our merchant services clients
- $400K+
- Yearly revenue closed in two months for P.O.S Source, from inbound calls alone
- 12+
- Deals closed in Moneva's first month, all from aged leads already in their CRM
- 48 hours
- From demo to live calls on your real line
Where funding floors lose deals
Three places the money leaks
The 9pm caller funds with someone else.
Your mailer lands, the owner reads it after close, and calls when your floor has gone home. By morning they've filled out two other applications. Business owners shop funding fast, and the first broker to have a real conversation usually gets the file.
Renewals come due and nobody calls.
A merchant who's half paid in and paying on time is the easiest deal you'll fund all month. The renewal desk is busy with new files, the date slides, and another funder's opener gets there first.
Openers spend the day on files that will never fund.
Two months open. Eight thousand a month in deposits. Four positions deep. Your openers find out on minute six, after the same call they made forty times yesterday. Your closers should only ever hear from owners who fit your box.
Inbound revenue agent
Every call from a mailer, an ad or a web form gets a real conversation
The agent picks up on the first ring in your company's name, at 2pm or 2am. It talks to the caller the way your best opener does and gets the answers your closer needs before they say hello.
- Are you the owner?
- What does the business deposit in a typical month?
- How long have you been open?
- Are you paying on any advances or loans right now?
- How much are you looking for, and what's it for?
You set the box: minimum monthly revenue, time in business, how many positions you'll go behind, and the industries you won't fund. Callers who fit go straight to a closer, live, while they're still on the line.
#funding-desk
+1 602 555 0147
9:14 PMOwner, auto repair, Phoenix. Open 6 years. About $42K a month in deposits. One position, roughly half paid. Wants $60K for a second bay.
Callback neededNo closer free, transfer didn't connect, caller hung up: the agent posts the number and the full summary to your team channel within seconds, so the first call back starts where the agent left off.
Before the call ends, the agent texts the owner a link to send their recent bank statements. The file is already moving by the time your closer calls back.
See the agent qualify a funding call in your demo.
Outbound revenue agent
You already paid to reach these merchants. The agent calls them back.
Every funding shop has a CRM full of owners who got halfway and stopped. The outbound agent works those lists so your closers don't have to dial them. It finds out who still needs capital, puts the live ones through to a closer, and books a callback for the rest.
- Renewals
- Who's paid in far enough and wants more
- Approved, never funded
- What stalled, and whether the offer still works for them
- Applications missing statements
- Whether they're still interested, and texts them the statement link again
- Declined six months ago
- Whether revenue, time in business or positions have changed
- Old web leads
- Who's still shopping for capital
Moneva closed more than 12 deals in their first month from aged leads already sitting in their CRM. Your renewal list is the same kind of asset, with one difference: these merchants already know you.
Bring your renewal list to the demo.
What the agent says
It speaks funding. Your closer makes the offer.
The agent knows what positions, paid-in, holdbacks and renewals mean, so an owner who's been funded before doesn't have to explain the basics to a machine.
It knows where its job ends, too. We build every script so the agent never quotes a factor rate, a payback amount or an approval. When a merchant asks what they'd get, the agent tells them your funding specialist will walk them through real offers, and transfers the call.
Regulators have gone after funders for promises made on sales calls. The agent only says what you've approved, and every call is recorded and transcribed so you can check.
See every call your agents take
Each call is logged with a recording, a transcript and a written summary. Your dashboard shows calls, qualified owners, live transfers and callbacks by week, month or all time, and every lead exports to CSV. You change the agent's script, voice and transfer destinations yourself, in English or French.
Works inside the tools your floor already runs
Alerts land in Slack, Microsoft Teams, email or text. Leads and call summaries go into Salesforce, HubSpot, Zoho, or MCA CRMs like Centrex and LendSaaS, and anywhere else through a webhook. Your team keeps working the way it works today.
SlackMicrosoft TeamsEmailSMSSalesforceHubSpotZohoCentrexLendSaaSWebhooks
Live on your line in 48 hours
- 1
Book a 20 minute demo.
See the agent qualify a funding call and work an aged list.
- 2
We build the agent around your box.
Minimum revenue, time in business, positions, restricted industries, transfer destinations and tools.
- 3
It goes live on your real phone line.
Within 48 hours, followed by a 7 day free trial.
Questions
What funding floors ask before they book
Will the agent quote rates or approve deals?
No. It qualifies the owner and hands the call to your team. Offers, factor rates and approvals stay with your closers and underwriters.
Does it work for equipment finance and SBA loans?
Yes. For equipment, it asks what the owner is buying, what it costs and who the vendor is. For SBA, it qualifies the owner and books a callback with your loan specialist, since those deals start with a longer conversation.
Which lists should the outbound agent call?
Merchants who've given you permission to contact them: funded clients, applicants and web form leads. We go through consent for each list with you during setup.
Does this replace my openers?
It takes the first conversation and the callbacks your team never gets to. Your openers and closers spend their day on owners who fit your box.
What does it cost?
Every plan is built around your call volume and setup. Pricing comes out of the demo.
Can it take calls in French?
Yes. Agents run in English and French.
Will callers know they're talking to AI?
If a caller asks, the agent tells them it's an AI assistant and offers to put them through to someone on your team.
Book a demo
Put your renewal list to work this month
In a 20 minute demo we'll show you the agent qualifying a funding call and working an aged list. If it fits, it's live on your line in 48 hours.
- About twenty minutes with someone who knows business funding
- A live walkthrough of the inbound and outbound agents
- A straight answer on what your floor should expect
Pick a time
Open the calendar, take any slot that works, and you're booked. We'll send the invite.
- Length
- About 20 minutes
- Format
- Google Meet
No signup, no self serve. Just a call, then a 7 day free trial on your own line.