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

[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.

[stevemarkovick]

It seems like many people underestimate how much infrastructure goes into becoming a true direct funder. From what I’ve seen, access to capital is just one piece — the bigger challenge is proving you can manage underwriting, compliance, portfolio risk, and licensing. Banks and PE groups won’t extend credit lines unless you can demonstrate real operational discipline.