Market targeting
Build prospect lists by industry, location, and company profile around the businesses you or your funding partners serve.
LeadX for Working Capital Brokers & Lenders
Build a better-informed working capital pipeline.
Find businesses in your target market, research existing financing relationships and operating signals, and reach owners to discuss working capital needs.
LeadX for Working Capital Brokers & Lenders
Put account intelligence to work in your funding pipeline.
Financing context
Review UCC filing history and secured parties before discussing a prospect's existing financing.
Business research
Use company records, web presence, and reputation signals to prepare for an initial funding conversation.
Owner outreach
Connect account research with decision-maker contacts and confirm funding needs directly.
Common Questions
Using LeadX in your workflow.
Can LeadX tell me a business's cash flow or funding eligibility?
Company records and public filings support prospecting research. They do not establish cash flow, current balances, repayment capacity, or approval eligibility. Obtain the required information from the applicant and funding partner.
How can I narrow my prospect list?
Use company industry, geography, firmographics, and relevant UCC filing criteria to focus research on your target market.
Can I review the business behind a filing?
LeadX connects UCC records with company profiles so you can review the business, its location, and available contacts alongside filing history.
How can UCC filings help my account research?
UCC filings provide collateral descriptions, secured parties, and filing dates that can add financing context to an account. Review the source record and confirm current circumstances with the business.
Can I reach decision makers at these businesses?
Use contact data alongside the company profile to identify relevant people for your outreach. Contact availability varies by business.
Can I export lists for my team?
LeadX supports exports, API access, and bulk delivery so company, contact, and filing research can support your existing sales workflow.