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Business Loan Appointment Setting

Business loan appointment setting for lenders and brokers who want a meeting, not a database.

Quick answer

VA Horizon books exclusive, double-confirmed meetings for business loan brokers, lenders, and funders selling MCA, working capital, or other commercial financing products, over SMS instead of cold calls, for a $300 one-time setup plus $200 to $400 per held meeting. Every meeting ships with the SMS transcript and confirmation log, not a database of contacts you still have to work.

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Pay per booked meeting. No retainer.

One system, any financing product you sellExclusive, never a resold database$300 setup, then $200 to $400 per held meeting
$300
One-Time Setup Fee
$200-$400
Per Held, Double-Confirmed Meeting
32%
Of Small Businesses Applied For A Business Loan, 2025
43%
Applied For A Business Line Of Credit, 2025

Sourced: Fed Small Business Credit Survey via deBanked, Fed Small Business Credit Survey via deBanked.

A business loan database is not a meeting. It is a list you still have to work.

Search for business loan leads and most of what comes back is a database, a live transfer, or a per-record price list, the same lane MCA-specific vendors sell in. None of it is a scheduled, qualified meeting.

Databases are not exclusive

The pricing-disagreement problem that runs through MCA-specific lead vendors runs through general business loan data too: per-record prices swing by an order of magnitude depending on the vendor, with no standard for how many times a record has already been resold.

A live transfer has no record behind it

A phone hand-off tells you a merchant answered and said something promising. It does not tell you what they actually said, what they were promised, or whether they understood the product being pitched. VA Horizon meetings ship with the SMS transcript instead.

Exclusivity claims are disputed, even by vendors

Rob Buchanan of Data Axle, on deBanked's own forum, counters exclusivity claims directly: merchants already receive multiple solicitations regardless of source, which makes true exclusivity close to impossible in a data-resale ecosystem. A booked, double-confirmed meeting sidesteps that problem, because the meeting itself is exclusive, not a data point.

One vendor, one product category, usually

Most lead vendors in this space specialize narrowly: MCA data, or UCC data, or live transfers, priced by the unit. If your desk sells more than one commercial financing product, you are stitching together multiple vendors instead of running one qualification system.

One SMS-first system, built around your product mix.

MCA, working capital, or another business financing product: the mechanics behind the meeting are the same.

Step 01

List built around what you actually sell

We qualify the prospect list against the product you offer, an MCA, a term loan, a working capital line, not a generic business-owner list resold across a dozen buyers.

Step 02

SMS conversation, criteria checked live

Human + AI SDRs run the qualification conversation over SMS, checking revenue, time in business, and funding need against your written bar before a slot is ever offered.

Step 03

Double-confirmed booking

The prospect confirms once when they pick a time and again as the meeting approaches. Only meetings that clear both checkpoints count toward what you owe.

Step 04

Weekly billing, receipts attached

Meetings are billed weekly from our own logs, and every charge carries the transcript and confirmation log that produced it. Nothing is billed off a spreadsheet you cannot audit.

Pay per held meeting, whatever you sell.

$300 one-time setup, then typically $200 to $400 per held meeting, exact rate quoted after a fit call.

The $300 setup covers your list build, criteria, and calendar integration, regardless of which financing product you sell. After that, $200 to $400 per held, double-confirmed meeting, exact rate set on a fit call. No retainer, no charge for a meeting that never happened.

Double-confirmed

Every meeting is confirmed twice before it counts toward billing: once when it is booked, once as it approaches.

Pay per held meeting

You pay when a qualified, double-confirmed meeting actually happens on your calendar.

No retainer

No monthly minimums and nothing owed between held meetings.

Small one-time setup

Covers your list build, campaign, and calendar integration, quoted on a fit call.

Your criteria, written down before the first text goes out.

The bar changes by product. MCA underwriting looks different from a term loan or a working capital line. Yours gets written down once, at kickoff.

Product fit

The merchant's revenue and cash-flow pattern actually fit the product you are pitching, an advance, a term loan, a line, set by you.

Monthly revenue minimum

The revenue floor a merchant needs to clear, set at whatever level your underwriting actually requires.

Time in business

A minimum operating history, filtering out startups before they ever reach your calendar.

Decision-maker reached

The meeting is with the owner or the person who can say yes, not an employee screening calls.

Why lenders and brokers pick a meeting over a database.

A database is a bet you make before you know if it pans out. A held, double-confirmed meeting is proof it already did.

Exclusive to you

A booked meeting is not a data record that can be resold. It is booked for one client and stays there.

Double-confirmed

Two checkpoints before a meeting counts, catching the prospect who cools off before your closer gets on the call.

No-show, never billed

A no-show is replaced free. You never pay for a meeting that did not happen.

Transcript-backed billing

Every meeting comes with the SMS conversation that produced it, so you know exactly how the prospect qualified before you ever dial in.

Business loan appointment setting, answered.

What counts as a "business loan" for this service?
Any commercial financing product your desk sells: MCA, working capital advances, term loans, or another business financing offer. Your qualification criteria gets written around the specific product you pitch, not a generic template.
How much does business loan appointment setting cost?
A one-time $300 setup fee, then $200 to $400 per held meeting, exact rate set on a fit call. No retainer, no per-record fee.
How is this different from a business loan leads database?
A database is contact data you still have to qualify and book yourself. VA Horizon delivers an already-qualified, scheduled, double-confirmed meeting with the SMS transcript that produced it.
Do you cold call to build this pipeline?
No. Every qualification conversation runs over SMS through Human + AI SDRs on our own CRM, never a cold-calling floor.
Can you run this alongside our existing lead vendors?
Yes. Most desks run VA Horizon meetings alongside an existing lead or data source. The meeting pipeline and the raw-data pipeline solve different problems, and nothing about our system requires dropping what already works.
What if the prospect no-shows?
It is replaced free. You are only billed for meetings that actually happen.

Map your criteria this week.

Book a 15-minute call. We build your qualification bar around the product you actually sell, confirm your rate inside the $200 to $400 range, and set a launch date.

Takes 20 seconds. We reply within a few business hours.

Pay per booked meeting · No retainer · Free no-show replacement

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Exact rates, what is included, and current availability. Written by a human, not a sequence.

Pay per booked meeting. No retainer.

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