See loan purpose and funding amount before the pre-approval call
Applicants tell you what the loan is for, how much funding they need, and how long the business has been operating, plus upload financial statements and tax returns, so you can see viable SBA files before you work one that cannot close.
The exact intake your sba loan leads complete
This is the real 7-question guided intake for SBA Loan — the same flow your customers finish before you ever pick up the phone.
What a qualified sba loan lead should tell you
Financing backed by the U.S. Small Business Administration used to buy a business, purchase commercial property, cover equipment or working capital, or refinance existing business debt, evaluated on business revenue, ownership tenure, and documentation readiness.
- Will Sba Loan Primarily
- Business Operating And Generating
- Long Has Business Been
- Owner Or Authorized Decision-Maker
- Best Describes Current Financial
- Loan Funds
- How Much Funding Seeking
The questions your team needs answered
Every sba loan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What will the SBA loan primarily be used for? | Acquisition, property, and equipment/working-capital uses carry the highest weight because they map to the SBA's core use cases, while "starting a new business" or "not sure" signal a less-defined file. |
| Is your business currently operating and generating revenue? | A currently operating, revenue-generating business scores well above a pre-revenue one because it can show the cash flow SBA underwriting requires. |
| How long has the business been operating under current ownership? | More than 3 years under current ownership scores highest because longer operating history under the same owner gives lenders a track record to underwrite against. |
| Are you an owner or authorized decision-maker for this business? | A low weight on "no" flags applicants who aren't authorized to sign for the business before you invest time building the file. |
| Which best describes your current financial documentation readiness? | Documentation readiness isn't scored numerically but tells you how much prep work stands between this lead and a submittable package. |
| When do you need the loan funds? | Funding timeline shows whether this borrower is ready to move now or is still in the exploratory stage, shaping how quickly you follow up. |
| Approximately how much funding are you seeking? | Funding amount tells you the deal size up front, so you can match the file to the right loan program before scheduling a call. |
How Cliont scores sba loan leads
Every answer is weighted automatically — no manual review required.
Value signals
- Buying a business
- Purchasing commercial property
- Equipment or working capital
- Refinancing existing business debt
- Starting a new business
- Not sure
See the lead your team receives
SBA Loan Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for sba loan workflows
| Cliont capability | SBA Loan application |
|---|---|
| Weighted scoring | Loan purpose and business tenure carry the heaviest weights, so a business-acquisition or property-purchase request from a business operating more than 3 years outranks a vague or startup inquiry. |
| Document collection | The intake asks where the borrower stands on financial statements and tax returns before you ever get on a call, so you can spot a documentation gap early instead of discovering it mid-underwriting. |
| Decision-maker verification | Confirming whether the applicant is an owner or authorized decision-maker is captured directly on the intake, protecting you from building a file for someone who can't sign. |
| CRM routing | Completed SBA loan intakes, including funding amount and use of funds, are sent straight to your CRM so pre-approval calls are scheduled only for files worth working. |
Common sba loan lead scenarios
Established business buying a business
Business is already operating with revenue, has run more than 3 years under current ownership, and is seeking funds to acquire another business - a combination that scores toward the top of the intake.
Commercial property purchase
An owner-operator with an established, revenue-generating business wants SBA financing to buy their commercial space, with documentation already in progress.
Startup still exploring options
The business hasn't started operating yet, ownership tenure is under 1 year, and the applicant is just exploring options rather than needing funds soon - the intake surfaces this so it can be routed for nurturing instead of an immediate pre-approval call.
Working capital request, docs incomplete
Applicant needs equipment or working capital funding and wants it as soon as possible, but hasn't started gathering financial statements or tax returns, flagging a documentation gap before scheduling time.
Refinance inquiry from a non-owner
Someone submits a refinancing request but isn't an owner or authorized decision-maker for the business, which the intake surfaces so you don't build a file around someone who can't sign.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More commercial lending intake templates
SBA Loan lead-intake FAQs
Does the intake treat every SBA loan purpose the same way?
No. Buying a business, purchasing commercial property, and equipment or working capital carry the highest weight, while starting a new business or answering "not sure" score lower, so files with a clearer use of funds surface first.
How does the intake confirm the person filling it out can actually sign for the business?
It directly asks whether the applicant is an owner or authorized decision-maker, and a "no" answer is weighted low so you don't build out a file around someone without signing authority.
What happens if a borrower hasn't gathered their financial documents yet?
The intake captures documentation readiness as a separate field so you can see at a glance whether financial statements and tax returns are ready, in progress, or not started, without penalizing the loan-purpose or business-tenure score.
Can startups apply through this intake, or is it only for established businesses?
Startups can submit, but time under current ownership and whether the business is currently generating revenue are both scored, so a pre-revenue startup will naturally score lower than a business operating more than 3 years.
Can I see the requested funding range before I call the borrower?
Yes, funding amount is a required field on the intake, from under $150,000 up to over $2 million, so you know the deal size before you invest pre-approval call time.
How is the SBA Loan intake different from the Small Business Loan or Working Capital Loan intakes?
This intake is built around SBA-specific qualifiers like use of funds tied to acquisition or commercial property, ownership tenure, and decision-maker verification, whereas the Small Business Loan and Working Capital Loan intakes focus on more general financing timelines and needs.
Turn sba loan visitors into qualified clients
Give every sba loan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.