For business-loan, equipment-finance, invoice-finance, fleet-leasing, commercial-mortgage and working-capital providers.
Sellora ranks accounts using equipment investment, contract wins, hiring, expansion, property activity, fleet change, invoice growth and working-capital pressure.
It finds and enriches business owners, CFOs, finance directors and operations managers, with the context to earn the conversation.
Approved calls and emails continue through investment decisions, cash-flow need, application preparation, lender review and transaction completion until there is a clear outcome.
Your team receives the fit reason, trigger, stakeholder map, full history, recommended agenda and the right material.
Your sales team must find organisations where equipment investment, contract wins, hiring, expansion, property activity, fleet change, invoice growth and working-capital pressure create a credible reason to discuss the offer, then locate the relevant business owners, CFOs, finance directors and operations managers.
For every account, sellers research ownership, growth, assets, equipment, receivables, contracts, property, fleet, the likely funding purpose and timing, prepare role-specific calls, emails and content, update records, and keep following up through investment decisions, cash-flow need, application preparation, lender review and transaction completion. All of it before a single qualified conversation.
Specialist selling time is consumed by data tools, account research, first-touch work, content preparation, CRM administration and routine follow-up.
Task switching across disconnected tools weakens attention, loses context and produces low-fit meetings and missed buying windows. The most expensive people in your revenue engine spend their best hours on work that never needed them.
Sellora does not hand your team a list. It runs prospecting, research, calls, emails and follow-up until a qualified meeting is booked.
Sellora learns your approved finance products, customer profiles, documentation expectations, lender and product boundaries, disclosures and escalation rules, then ranks accounts using equipment investment, contract wins, hiring, expansion, property activity, fleet change, invoice growth and working-capital pressure.
It finds and enriches business owners, CFOs, finance directors and operations managers, and turns ownership, growth, assets, equipment, receivables, contracts, property, fleet, the likely funding purpose and timing into a relevant, role-specific reason for contact.
It selects the approved call, email or combined sequence, answers supported questions, remembers every interaction and continues through investment decisions, cash-flow need, application preparation, lender review and transaction completion until there is a clear outcome.
It creates account briefs, presentations, proposals and follow-up material from the research and the conversation. Credit approval, rates, suitability, lending outcomes and regulated advice always remain with authorised advisers. It qualifies fit, interest, purpose and the right next step.
It books the correct meeting and hands your seller the fit reason, the trigger, the stakeholder map, the full history, likely questions and objections, what to say, what not to assume or promise, a recommended agenda and the relevant sales material.
Your seller enters with the customer context, earlier conversations, decision points and customer-specific material already prepared. Human sales takes over where expertise matters: funding discovery, suitability assessment, option structuring, lender management, commercial judgement and transaction completion.
Measured, not invented. Baseline before rollout and validate through a controlled pilot.
Results depend on market, data quality, product fit, policy, team process and implementation. No fixed percentage is guaranteed.
For commercial, employee-benefits, cyber, professional-liability, life and high-value personal-lines brokerages.
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For payment processors, merchant acquirers, POS providers, e-commerce payment firms and expense-management providers.
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For business brokers, acquisition advisers, succession consultants and corporate-finance boutiques.
Read the use caseStart free and run commercial & asset finance prospecting, research, calls, and emails using your own contacts today.