Custom Merchant List Building

What this is

Give us your lender box — revenue floor, time in business, industry inclusions and exclusions, states, position — and we build a list to that exact specification instead of you filtering down a generic file.

What you get

Built to your lender submission criteria
Restricted-industry exclusions applied up front
Geographic and territory carve-outs
Suppression against your existing CRM

How it gets to you

Option 01

CSV / XLSX export

Option 02

CRM push

Option 03

SFTP

Best for

Shops with a specific, repeatable lender box.

Getting the most out of it

Send from a secondary domain. Cold volume on your primary domain is a short-term gain and a long-term outage.
Filter tight, then send wide. A narrow box with high volume beats a broad box you have to hand-sort.
Sequence everything. Single-send campaigns waste the majority of a file, regardless of how good the data is.

Questions on Custom Merchant List Building

Is there a minimum order?

Orders start small enough to test a vertical before committing budget. Pricing improves with volume and with ongoing programs rather than one-off pulls. The exact minimum depends on how tightly filtered the request is — a narrow single-state, single-vertical box has a different floor than a national pull.

Can you suppress against my existing CRM?

Yes. Upload your current contacts or connect your CRM and we dedupe against it before delivery, so you are not paying for records already sitting in your pipeline. Opt-out and do-not-contact lists are suppressed globally and permanently.

How do I receive the leads?

CSV or XLSX download, direct push into your CRM (GoHighLevel, HubSpot, Salesforce, Close, Pipedrive), a webhook per record, or an SFTP drop on a schedule. CRM delivery includes tagging, source attribution, and owner assignment.

Get pricing on this

Step 1 of 2

First name

Last name

Work email *

Phone

Shop / company name

What do you need?

Monthly volume target

States / territories

Target verticals

Where should leads be delivered?

Lender box or anything else we should know

You will pick a time on the next screen. No spam, no resale of your information — see our privacy policy.

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