How do funders manage lead distribution and call tracking for business loan campaigns

[stevemarkovick]

I’ve seen a lot of threads like this, and Google Search leads can be solid, but only if expectations are realistic. Intent matters way more than volume. I’d want to know how traffic is filtered, what keywords are used, and how exclusivity works. I’ve burned money on “search leads” before that were basically recycled clicks, so transparency is everything for me.

[stevemarkovick]

Trying to understand how other funders and brokers keep their inbound leads organized when traffic comes from multiple sources. Phonexa helps me track calls, but I’m still figuring out a smooth way to distribute MCA and business loan leads automatically so nothing gets missed. Curious what systems or workflows people use to score leads, route them, and keep response times fast when volume jumps.