Deal Submissions
PAL Deal Submissions for Referrers
Lesson Video
PAL Deal Submissions for Referrers and SQL
Learning all of the features of the Directory of American Factors and Lenders is important for all types of brokers, consultants, and even referrers as well. The directories function as a database of not only factors but also all types of common lenders used by professional freelance consultants.
The searchable feature of the directories allows you to locate a specific type of lender that prefers certain industries and specific sizes of deals. This means you should always be able to locate a ready financing source for financing your prospects and clients every time.
How to Submit an SQL Deal for PALs
One of the primary benefits of IACFB’s PAL program is that you, as the referrer or agent, can simply submit a prospect for factoring, and our trained staff will follow up and try to close the deal for you. To access this benefit, you only need to complete a short PAL Sales Qualified Form on your special PAL website, and we will do the rest. You have absolutely no paperwork.
All standard SA-Series member websites include a lead or prospect request form, which is located on your website’s contact page. These leads and form submissions go directly to your business email for you to follow up on. As an IACFB PAL, you are not required to use the PAL lead forwarding system. Like any member, you always have the option to choose the factor or lender of your choice from or lenders directories and submit the deal yourself.
Our PAL agents and associates, however, also have a second submission form, which is used for those leads you want us to follow up on and close for you. It is a special form on a special hidden website page that you, the PAL referrer, will complete whenever you want us to follow up on any Sales Qualified Lead. When you submit that form, it is forwarded directly to IACFB’s Pipedrive Management System as a lead to follow up on immediately, and we will try to land the deal for you.
