LeadRefinery Book an intro call
The revenue engine for business lending

More pipeline than
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Every record you own — dialed, qualified, and dispositioned by AI voice agents. Your closers only touch the ones worth closing.

Built for the companies that fund small business

The revenue is already in your CRM. The capacity to call it isn't.

You're sitting on thousands of records that would fund if somebody worked them. The borrower who said no in March is a different borrower in September — a position paid down, a lien released, a season turned. None of it shows up in your CRM.

Working that data means turning over every stone — headcount, grit, and the discipline to keep dialing a list that mostly says no. Your reps would rather chase this week's hot leads. So it sits.

Every stone still needs turning. It just doesn't need a person to turn it.

One record in your CRM
Redline Freight LLC Ocala, FL Closed-lost
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A rep you don't have to hire, manage, or motivate.

A voice agent holds a real phone conversation. It dials out, says what it is, asks what your reps ask, handles the objections, texts an application link mid-call, and writes everything to your CRM.

Your team stops making all the calls and starts closing the ones that matter — and you can buy more leads without wondering who will call them.

You point it Pick the pool nobody is calling Aged files, declines, renewals, fresh inbound. The agent works them on cadence, so the job never needs a volunteer.
You stay lean Closers only close No hiring push, no attrition to backfill, no training program to run. Keep the closers you trust and hand them a better pipeline.
It stays consistent It never has a bad day The four hundredth dial sounds like the first. No cherry-picking, no Friday afternoon, no leads quietly skipped.

Your revenue engine.

You hand us a list. We make every dial on it. Back comes a warm transfer, an application already out, and a record that knows more than it did this morning. Two touchpoints for your team: the list out, the close in.

Your team Owns the list, and the close LeadRefinery Owns every dial in between
Leads in Leads uploaded or ingested Drop a file, or push records straight from your CRM.
Scrub Compliance infrastructure Consent, litigator and DNC scrub, calling windows. Anything that fails is stopped, not queued.
Dial Active sales queue Cleared records get worked on cadence — retries and callbacks included.
Your rep picks up Your closer closes A qualified merchant already on the line. The loop ends where it opened.
Convert Live transfers and applications A qualified merchant is transferred to your rep warm, or leaves with an application already out.
Write-back Outcomes flow to your CRM Every disposition writes back in real time, so closers open a queue instead of chasing a report.
Data Every call fully dispositioned Not a rep's shorthand. Full transcript, stated revenue, the objection in their words, every field extracted — labeled the same way every time.
LEADS IN Leads uploaded or ingested Drop a file, or push records straight from your CRM.
SCRUB Compliance infrastructure Consent, litigator and DNC scrub, calling windows. Anything that fails is stopped, not queued.
DIAL Active sales queue Cleared records get worked on cadence — retries and callbacks included.
CONVERT Live transfers and applications A qualified merchant is transferred to your rep warm, or leaves with an application already out.
WRITE-BACK Outcomes flow to your CRM Every disposition writes back in real time, so closers open a queue instead of chasing a report.
DATA Every call fully dispositioned Not a rep's shorthand. Full transcript, stated revenue, the objection in their words, every field extracted — labeled the same way every time.
YOUR REP PICKS UP Your closer closes A qualified merchant already on the line, already warm. The loop ends where it opened.
The same pipeline, running live
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Live · connected App out · callback VM · no answer Scrub fail

An agent for every list you aren't calling.

Same infrastructure stack and technology. Each one is tuned to a different lead source — a nine-month-old decline is not the same conversation as a renewal.

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Pick your leads

Not sure which leads to start with?

Book an intro call →

A warm merchant, a full file, nothing left to guess.

You already have too many names and numbers. Your rep inherits a merchant who just raised their hand — and the file that proves it.

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On the roadmap Funder routing, learned from your own network.

As volume builds, the system learns which funders buy which paper from you — stack shape, revenue band, industry, time in business — and routes each application to the right desk instead of a manual decision.

Three ways to work the same list.

The difference isn't dial speed — it's who does the work. A dialer is a tool your reps operate. This is the labor: it holds the conversation, decides who's worth your rep's time, captures the documents, hands over a finished file.

Today Your calling floor Today Predictive dialer The engine LeadRefinery
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The honest version: this doesn't replace your closers, it protects their hours. It takes the first touch — dialing, machines, qualification, the document chase, the CRM entry — so the people you pay to close only sit in conversations worth closing.

Guardrails first. Volume second.

Consent, DNC, calling windows, disclosures, retry caps, machine detection — all of it is hard-coded below the agent, not configured per campaign. The agent can't operate outside it. Anything that fails a check is stopped, not queued.

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We own every layer that touches the call.

Carrier routing, the conversation runtime, the lending model, the policy engine. Each one is ours because each one decides whether a regulated dial connects, qualifies, and holds up under audit — and none of that can be tuned from behind someone else's API.

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Why it pays

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A console, not a black box.

You watch it run. Campaigns, the live queue, every recording and transcript — plus what comes out of thousands of conversations your floor was never going to have.

console.leadrefinery.ai
Coast Capital Campaigns Live queue Call review Insights Compliance log Integrations
Aged files · Q3 recovery Running IllustrativeLast 30 days
Records worked 12,480
Contact rate 31%
Applications out 214
Live transfers 96
Merchant Outcome Length Written back
Redline Freight LLC App out 4:12 Application, transcript
Harbor Point Dental Transferred 2:38 Package, recording
Cypress Freight Co Callback set 1:04 Disposition, notes
Meridian Home Care Not interested 0:52 Disposition, objection
Beyond the pipeline Objection intelligence Why merchants say no, ranked and trending across thousands of calls. The same data our script tuning runs on, visible to you.
Beyond the pipeline Call review and QA Every recording and transcript in one place. Spot-check the agent, or hand a rep the call before they dial the merchant back.
Beyond the pipeline Market signal from your own book What merchants are telling us about rates, stack shape, use of funds and timing — read across a whole pool instead of one rep's anecdote.
Beyond the pipeline Controls in your hands Pause a pool, tighten a cadence, cap attempts, revise a disclosure line. Policy changes take effect on the next dial, not the next release.

Work in our console, or never open it at all.

Want a place to watch the calling live and manage lists? You have one. Want outcomes in your CRM and nothing else? Never log in. Either way your CRM stays the system of record, and everything is exportable on demand.

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One fixed cost per lead. No meter, no revenue share.

You hand us your leads and pay one fixed unit price per lead, charged at upload. Usage models charge more when leads are hard to reach. Ours doesn't move.

The model

Fixed price, per lead uploaded

You know the exact spend before a single call is placed. The number never moves with volume, call length, or outcome.

Leads uploaded × Your fixed unit price = Your invoice
What it never includes
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What you are charged for, and when.

One price per lead, charged when the lead arrives — and a defined body of work that follows it.

When you are charged

A lead is charged the moment it is uploaded — one fixed price, up front, before any work is done.

In exchange the record gets a full working cycle and everything it produces.

Lead uploaded → Charged once → Cadences and cooldowns → Terminal state
Your side Send leads you know are clean Billing happens at upload, so screening matters. Send records you can stand behind on consent — one that can't be legally dialed still consumed its unit.
Our side A full working cycle, not one dial A defined sequence of attempts and cooldowns — roughly two months of retries and callbacks, all inside the one price.
At the end The record goes terminal When the cycle completes, the lead closes out. No trickle of extra charges, no open-ended meter.
If you want it again Same price, same full output Re-upload a terminal record: same fixed price, same complete working cycle and package.

Send us the files that need attention.

Good fit if
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