Ilford Commercial Finance Broker Closes 7 Deals in 2 Weeks

Client Overview

How a single-person commercial finance brokerage in Ilford replaced hours of Companies House research with signal-led prospecting

This case study is relevant for:

Commercial finance brokers, invoice finance providers, and lending teams looking to cut prospecting time, target better-fit companies, and strengthen commercial finance broker prospecting using accurate, real-time company data.

Ready to get started

Discover how data-driven intelligence can transform financial services lead generation and reduce prospecting spend.

The Challenge

A one-person brokerage has no research team. Every hour spent working out who to call is an hour not spent on the phone.

His week started in Companies House. Open a filing, open another tab for the accounts, search for a director’s email, cross-check a charge, repeat. Hours went into building a list, and the calls fell into two piles:

Wrong target, right profile. Companies that looked like ideal customers on paper but did not need funding.
Right target, too late. Companies that did need funding and had already arranged it weeks earlier.

He was not targeting badly. He was targeting blind.

The Solution

DataGardener put filed financials, registered charges and their holders, director and contact detail, and the ratios underneath them into one working view. Instead of researching companies one at a time to find out whether they were a fit, he started with the fit and worked backwards to the company.

Within days he had three repeatable searches, one per product.

Cash-tight, stock-heavy
Strained working capital with significant stock on the balance sheet. The money is in inventory, not in the bank. Three trade finance deals.
FX-exposed and losing on the spread
Importers whose margins were being eaten by exchange rate movement and the rates they were paying to convert. Two of them were paying heavily on FX and still running at a loss. That is not a cold call, it is a diagnosis. Two FX clients.
Approaching renewal with an expensive lender
Charges registered to high-cost lenders, close to the point where the facility rolls. Reaching them before renewal rather than after. Two invoice finance refinances.

The Results

Seven clients closed inside two weeks. Same broker, same products, same lender panel. The only thing that changed was who he called and what he knew before he dialled.

The research time that used to consume the front half of his week has largely gone. Charges, financials, director detail and contacts sit in one place, so the day shifts from finding prospects to converting them.

Client Feedback

“Addy, your system is keeping me busy mate. Seven deals since we onboarded, wow. This is the sort of tool I needed. Wish I had signed up earlier! Cheers for the support you are providing, love the platform.”

Independent Commercial Finance Broker, Ilford