Lender Ingestion

Bulk import lenders from CSV. All imports require admin review before going live.

Discover via Lead Foundry

Calls Lead Foundry (Google Places + website scrape) and stages results in the review queue below. No emails sent.

Runs 50 discovery jobs (10 verticals × 5 regions × up to 20 results) — up to ~100 lenders per vertical, ~1,000 total. Takes 10–20 minutes. Excludes home mortgages.

Scrapes each lender's website and uses AI to fill submission email, states, loan types, sizes, credit, and LTV — then approves into the active lender pool. Processes ~8 per round; takes 20–40 min for 800+ leads.

Second pass on active lenders missing submission email or loan size. Scrapes /contact, /submit, /brokers, /partners and re-extracts. Only fills NULL fields — never overwrites.

Fuzzy-matches company names (strips LLC/Inc/Capital/etc.) and merges duplicates into the most-complete record. Duplicates are deactivated, not deleted.

Upload CSV

Required columns

company_namewebsitecontact_emailsubmission_emailstates_servedloan_typesasset_typesmin_loan_sizemax_loan_sizemin_credit_scoremax_ltvresponse_time_hourscategoriesnotes

List fields (states, loan_types, asset_types, categories) use | as separator. Categories: rv_lenders, aircraft_lenders, equipment_finance, business_lenders, hard_money, land_lenders, commercial_lenders, private_capital, debt_funds, family_offices.

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