LeadRefinery Book an intro call
The revenue engine for business lending

The leads you
already own, turned
into {{ heroSwap }}.

AI voice agents dial any lead in your CRM, qualify on a real conversation, and hand your closers a warm transfer or a completed application.

Built for the companies that fund small business

The revenue is already in your CRM. We add the capacity to work all of it.

Thousands of leads in your CRM would fund if somebody worked them persistently. The borrower who said no in March is a different borrower in September — a position paid down, a lien released, a season turned. None of it shows up in your CRM.

Working that data means turning over every stone — headcount, grit, and the discipline to keep dialing a list that mostly says no. Your reps would rather chase this week's hot leads. So it sits.

One lead in your CRM
Redline Freight LLC Ocala, FL Closed-lost
{{ e.when }} {{ e.t }} {{ e.d }}

A rep you don't have to hire, manage, or motivate.

A voice agent holds a real phone conversation. It dials out, says what it is, asks what your reps ask, handles the objections, texts an application link mid-call, and writes everything to your CRM.

Your team stops making all the calls and starts closing the ones that matter — and you can buy more leads without wondering who will call them.

You point it Pick the pool nobody is calling Aged files, declines, renewals, fresh inbound. The agent works them on cadence, so the job never needs a volunteer.
You stay lean Closers only close No hiring push, no attrition to backfill, no training program to run. Keep the closers you trust and hand them a better pipeline.
It stays consistent It never has a bad day The four hundredth dial sounds like the first. No cherry-picking, no Friday afternoon, no leads quietly skipped.

Your revenue engine.

You provide the leads. We make the dials. What comes back is a warm transfer or a completed application — and two touchpoints for your team: the list out, the close in.

Your team Owns the list, and the close LeadRefinery Owns every dial in between
Leads in Leads uploaded or ingested Drop a file, or push leads straight from your CRM.
Scrub Compliance infrastructure Consent, litigator and DNC scrub, calling windows. Anything that fails is stopped, not queued.
Dial Active sales queue Cleared leads get worked on cadence — retries and callbacks included.
Your rep picks up Your closer closes A qualified merchant already on the line. The loop ends where it opened.
Convert Live transfers and applications A qualified merchant is transferred to your rep warm, or leaves with an application already out.
Write-back Outcomes flow to your CRM Every disposition writes back in real time, so closers open a queue instead of chasing a report.
Data Every call fully dispositioned Not a rep's shorthand. Full transcript, stated revenue, the objection in their words, every field extracted — labeled the same way every time.
LEADS IN Leads uploaded or ingested Drop a file, or push leads straight from your CRM.
SCRUB Compliance infrastructure Consent, litigator and DNC scrub, calling windows. Anything that fails is stopped, not queued.
DIAL Active sales queue Cleared leads get worked on cadence — retries and callbacks included.
CONVERT Live transfers and applications A qualified merchant is transferred to your rep warm, or leaves with an application already out.
WRITE-BACK Outcomes flow to your CRM Every disposition writes back in real time, so closers open a queue instead of chasing a report.
DATA Every call fully dispositioned Not a rep's shorthand. Full transcript, stated revenue, the objection in their words, every field extracted — labeled the same way every time.
YOUR REP PICKS UP Your closer closes A qualified merchant already on the line, already warm. The loop ends where it opened.
The same pipeline, running live
{{ s.name }} {{ s.desc }}
Live · connected App out · callback VM · no answer Scrub fail

A voice agent for every lead type.

Same infrastructure stack and technology. Each one is tuned to a different lead source — a nine-month-old decline is not the same conversation as a renewal.

{{ a.chip }}

{{ a.name }}

{{ a.body }}

{{ a.win }}
Pick your leads

Not sure which leads to start with?

Book an intro call →

A qualified merchant, and the file behind them.

You already have too many names and numbers. Your rep inherits a merchant who just raised their hand — and the file that proves it.

{{ p.name }}

{{ p.body }}

{{ p.req }}
Or skip the file entirely Live transfer — merchant still on the line.

When a merchant qualifies and wants to talk now, the agent warm-transfers the call to your broker with the call context already attached. Your closer picks up mid-conversation, not cold — they can see everything the agent captured before they say hello.

Guardrails first. Volume second.

Consent, DNC, calling windows, disclosures, retry caps, machine detection — all of it is hard-coded, not configured per campaign. The agent can't operate outside it. Anything that fails a check is stopped, not queued.

{{ c.t }} {{ c.d }}

We own every layer that touches the call.

How the call is placed, how the agent talks, what it asks about, and the rules it cannot break. Each one is ours, because each one decides whether a call connects, qualifies, and holds up under audit.

Layer {{ layer.no }} · {{ layer.tag }}

{{ layer.t }}

{{ layer.d }}

Why it pays

{{ layer.v }}

Every dial, in one console.

Outcomes, hot leads waiting on a human, live calls you can listen in on or step into, and every transcript and document behind them. Or never log in at all — everything writes back to your CRM, which stays the system of record.

console.leadrefinery.ai
Coast Capital {{ n.label }}{{ n.badge }}
{{ demoTitle }} {{ demoPill }} Illustrative{{ demoMeta }}
{{ t.k }} {{ t.v }}
Outcomes delivered Transfers Applications
{{ h.name }} {{ h.heat }} {{ h.meta }} {{ h.quote }} Call now
Ironwood Cabinetry 2:14
{{ l.at }} {{ l.who }} {{ l.text }}
{{ o.no }} {{ o.label }} {{ o.share }}
{{ demoStep }}
In the console Hot leads, queued for a human When a merchant asks for a person, the lead is tagged automatically and your broker gets a notification to call — with the merchant’s own words attached.
In the console Listen in, or take the call Open a live call and watch the transcript stream. Whisper to the agent, join the line, or take the call over.
In the console Intelligence from your own calls Which objections keep coming up, which industries convert, and the hours merchants actually answer.
In the console Upload, pause, export Drop a file or pull from your CRM, see the cost before you commit, and pause a campaign any time.
Or skip it entirely Native CRM writes Outcomes, transcripts and documents land on the original lead in Salesforce, HubSpot, or your own system — the moment they happen.
Yours alone Exportable, never pooled Every dial and outcome exports in full for diligence. Your calls tune your campaign alone.

One fixed cost per lead.
No usage meter.
No revenue share.

A lead is charged once, the moment it is uploaded — before any work is done. Usage models charge more when leads are hard to reach. Ours doesn't move.

The model

Fixed price, per lead uploaded

You know the exact spend before a single call is placed. The number never moves with volume, call length, or outcome — and one unit buys the lead a full working cycle, not one dial.

Leads uploaded × Your fixed unit price = Your invoice
What it does not include
  • ✕{{ n.b }} {{ n.d }}
    •
Your side Send leads you know are clean Billing happens at upload, so screening matters. Send pre-scrubbed leads you can stand behind on consent — anything that fails our scrub is never dialed, but it still consumed its unit.
Our side A full working cycle, not one dial A defined sequence of attempts and cooldowns — roughly two months of retries and callbacks, all inside the one price.
At the end The lead goes terminal When the cycle completes, the lead closes out. No trickle of extra charges, no open-ended meter.
If you want it again Same price, same full output Re-upload a terminal lead: same fixed price, same complete working cycle and package.

You send the leads.
We do the gritty work.

Good fit if
  • ✓{{ q.v }}
    •