Eliminate UCC Call Lists version 1.0 BetaOctober 29, 2011 | By: Sean Murray
ACCESS YOUSEESEE 1.0 Beta
The call list eliminator
Notice 9/10/13: The YOUSEESEE Project has been closed
YOU MUST READ THE BELOW FIRST TO UNDERSTAND HOW IT WORKS AND BECOME AWARE OF THE MANY LIMITATIONS
If you’re involved in the Merchant Cash Advance industry, you’re already familiar with using public UCC records to create marketing lists. The costs of these leads are low and the prospects have already used the product. In theory, they’re golden. In practice, they can be a tough sell. Everyone has their own thoughts on what the conversion rate should be, but the method of obtaining these leads hasn’t changed much in the last few years.
Here’s how UCC records are currently being obtained to generate call lists:
1. There are companies that specialize in lien services that can query state records to generate lists and then match them against a phone database to get contact information. These lists are usually priced on a per record basis. Each record on a list might cost 10 cents for example.
2. There are companies that are subscribed to a lien service. These subscribers can query state records but then they must manually obtain the phone numbers for each record. Once the work is done, they resell them or use them for their own purposes.
You can pay someone else to do the work or your employees can spend weeks on it. Either way, both time and money are being spent to put UCC phone numbers into the hands of a sales representative.
During my time in sales, there were moments when we didn’t want to purchase new lists, nor did we want to allocate valuable employee time to manually look up phone numbers. We also didn’t want to leave the sales reps bored.
As a project to keep sales reps occupied during such times, I put together a very simplistic computer program that can retrieve phone numbers for UCC records automatically. It only works with the New York online public database and it’s got bugs (a lot of them!), but it does the trick. I’m releasing as is. Mainly I hope to inspire others to improve upon what I have created so far. If you can get the hang of its capabilities, you could just use it in its current format.
Here’s how it works:
- It connects to New York’s free ucc search system.
- It injects HTML form code anytime an address is stated on the page
- The address is loaded into the system upon the click of any address button
- A field asks you to specify the name of the business you’re looking for. You should type in the DBA or legal name given for the address you selected.
- It connects to Google’s geocoding API and translates the address into a latitude and longitude. (happens behind the scenes.)
- It connects to Google’s places API and uses the supplied latitude and longitude along with the user given business name and outputs basic information along with a reference number. (happens behind the scenes.)
- It connects to Google’s places API and supplies the reference number for the previous query to get highly detailed information. (happens behind the scenes.) If a match is found for business name, phone number, website, or business type, it will be displayed on the page.
Essentially, your sales rep only needs to click the address button for whichever business he wants data on and then retype the name of that business. Google will query its database for any businesses that match and output the relevant information. A call can then be made. If no match is found, you can move on to the next one and try again.
We use it only with the Safari browser. It doesn’t work properly with Firefox. When clicking the address buttons in Firefox, it opens up a new tab in the browser. This doesn’t prevent it from working, but it is more annoying.
The first record of every page does not work but all the rest of them after that do. Each page displays 100 records. Record 1, 101, 201, etc. return a “404 Error page not found” response. I never figured out why.
Select the MCA provider you want to search records for.
Click the button below the address for any business. Do not click the buttons for the addresses belonging to the MCA provider.
After clicking an address button, the address will populate down here.
Enter the name of the business for the address you just selected. It can be the legal name, DBA, or part of the name. The DBA is the name most likely to generate a match in Google’s database.
Google returned the following potential match. A DBA, phone #, and business type were all found. There was no business website however. Your sales rep can now make the call.
Once you’ve gone through the hundred records, the only buttons that will take you to the next page are the ones titled ‘Goto Next Page’. The rest of the buttons will return errors. Only use the ‘Goto Next Page’ buttons to move on to get more records.
And that’s how it works. It’s not perfect but it will save you time manually searching for phone #s on the internet, flipping between windows, and getting distracted. Free and time saving are the keys here.
If you are a programmer and you would like to help improve on this program, I will be happy to provide the source code. You can e-mail me at firstname.lastname@example.org
Last modified: June 5, 2014
Sean Murray is the founder of deBanked, an 11-year veteran of the merchant cash advance industry, a casual Lending Club and Prosper note investor, the co-founder of Daily Funder, an alternative lending speaker, consultant, writer, and enthusiast. Connect with me on LinkedIn or follow me on twitter.