Capture clean answers
Revenue, time in business, credit range, deposits, structure, use case, funding amount, and red flags.
Broker intake
Stop feeding messy leads into your pipeline meat grinder.
Use the scorecard as a front-door filter for business owners, referral partners, and inbound campaigns. Better context, cleaner calls, fewer fantasy files.
Broker workflow
Score first. Route second. Sell third.
The broker version is designed to improve intake quality without exposing internal routing, partner logic, or private economics.
Separate next steps
High-readiness files go to strategy review. Borderline files go to manual review. Prep-first files go to nurture.
Keep public pages safe
No provider names, no private IDs, no payout terms, no promises, and no browser-facing private routing logic.
Best use cases
Where brokers can plug this in.
Lead magnet
Send cold traffic to a readiness quiz instead of an intimidating funding application.
Referral filter
Give referral partners a safe intake link so they can send more useful prospects.
Review queue
Use scores and red flags to prioritize call backs without pretending the score is a decision.
Broker-facing workflows must still use human review before any specific recommendation, funding conversation, or partner handoff.