How KLC Financial stopped cold calling tire kickers.
An equipment lender replaced Secretary of State research with UCC filing search, and started every conversation already knowing what the business financed, when, and through whom.
KLC Financial
KLC Financial
An equipment finance company originating leases and loans for commercial borrowers.
Finding borrowers who actually borrow
Identifying businesses with real financing behaviour meant hours across Secretary of State sites, then chasing decision makers separately.
Deals sourced from filing search
A nut processing company generating more than $100 million in annual revenue, approved on the first call, followed by a fast-growing aerospace equipment manufacturer.
The problem was never a shortage of names.
Equipment lenders do not lack prospect lists. What they lack is evidence that a business finances equipment at all — and that evidence sits in UCC filings, spread across fifty state filing offices that publish on different schedules and in different formats. Assembling it by hand is slow enough that most teams simply skip it and dial the list.
Qualification moved to before the call.
With filings connected to company records and contacts, the research that used to follow a conversation now precedes it.
“Before I even reach out, I know what equipment they acquired on LeadX, when they acquired it [and] who financed it. I’m not cold calling the so-called tire kickers; I’m getting proven borrowers.”
“I got on the phone with them and got them approved right away.”
What the search actually does.
Search the filings
Query UCC records by collateral, equipment type, lender, geography, and filing date to isolate businesses that financed in your market.
See the financing history
Each result carries what was acquired, when it was acquired, and which secured party wrote the paper.
Get the decision maker
Contacts arrive with the filing, removing the separate hunt for an owner, CFO, or controller.
Call already qualified
The conversation starts from evidence of borrowing rather than from a cold list.
About this case study. It is compiled entirely from “LeadX organizing UCC data to boost user sales” by Quinn Donoghue, published in Equipment Finance News on June 1, 2026. All quotations are reproduced from that article with attribution. LeadX did not conduct a separate interview for this page, and results described are those reported for one customer — they are not a prediction of outcomes for any other business.