MCA live transfers
MCA live transfers from leads you already own.
LeadRefinery is an AI voice agent that works the aged leads already sitting in your CRM. When a merchant wants to talk, it live-transfers them to your rep with a short brief.
If nobody picks up, the agent offers the merchant a callback at a time they choose. If they would rather apply on their own, it sends your application link.
Three ways a merchant reaches your rep
| Handoff | When it fits | What your rep gets |
|---|---|---|
| Live transfer | A rep is free and the merchant wants to talk now. | The merchant on the line, with a short brief. |
| Booked callback | Nobody picks up, or the merchant wants a later time. | The callback, at the time the merchant chose. |
| Application link | The merchant would rather apply on their own. | An application through your own link, sent by text or email. We never collect bank logins. |
Setting up handoffs on any platform? Read live transfer vs callback vs application link.
What the agent finds out first
On the call, the agent finds out if the merchant still needs capital, what for, and when. It never says whether they qualify for funding, and it never quotes rates, fees, amounts or approval odds. That part stays with your rep.
What your team gets
- 01
The brief
Live transfers come with a short brief, so your rep knows who is on the line and why.
- 02
The call record
Every call keeps a recording, a transcript and one clear outcome.
- 03
The pipeline
The web app shows delivered opportunities, future pipeline, live calls and every call record.
- 04
Check-backs
Merchants who say “later” come back on the right date and build your future pipeline.
Where the transfers come from
Your own files. It only calls the files you give it. Calls with an AI voice need prior express written consent that covers calls from you. You confirm that consent when you load a file, and only those leads are dialed.
The agent calls under your company’s name and says it is an AI agent on a recorded line.
Next
Follow-through after the call
Callback reminders, rebooking missed callbacks, and follow-up when an application sits unfinished are next on the roadmap.
Questions
- Do you sell MCA live transfers?
- No. LeadRefinery only calls the files you give it. Every transfer comes from your own aged leads.
- What happens when no rep picks up?
- The agent offers the merchant a callback. Callbacks go to your rep at the time the merchant chose.
- Is appointment setting included?
- Yes, as booked callbacks. When a merchant wants a later time, the callback goes to your rep at the time they chose.
- Can the agent quote rates or say a merchant qualifies?
- No. The agent never quotes rates, fees, amounts or approval odds, and it never says whether a merchant qualifies for funding.
- What if a merchant says not interested?
- A plain “not interested” doesn’t remove a merchant. Only a request to stop or to close the file does. Any opt-out ends contact with that merchant on every channel.
See it on your own files.
Book a short intro call. We will walk through how it would work your aged leads.