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Cost per funded deal down about 60%

National MCA broker, 12 reps. Anonymised, partner-reported figures. Not audited by OptiMAX.

Partner report · National MCA broker, 12 reps

Anonymised, partner-reported figures. Not audited by OptiMAX.

Cost per funded deal down about 60%

Before

  • Aged and shared lead lists, bought by the thousand each month.
  • 10 to 20% got approved and 2 to 4% funded.
  • Reps spent their days on dead numbers.

What changed

The broker moved to exclusive applications in real time, filtered before they reached the CRM: at least $15k monthly revenue, 6+ months in business, bank statements requested on the form.

After 60 to 90 days

  • 40 to 55% approval rate
  • 10 to 15% of applications funded
  • Cost per funded deal down about 60%
  • Average deal size $30k to $60k
  • First deal funded in about two and a half weeks

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