Quick answerOwner Leads Direct integrates with Close. Owner mobile numbers formatted for Close's built-in Power Dialer, CSV import with field mapping, and Enterprise REST… Owner Leads Direct delivers verified business-owner contact data — owner mobile phones, email, revenue band — across 50+ industries and all 50 US states. Free sample list available before any commit. Same-day CSV delivery during business hours.
Owner Leads Direct integrates with Close. Owner mobile numbers formatted for Close's built-in Power Dialer, CSV import with field mapping, and Enterprise REST…
Bank-statement summary and EIN are available on Enterprise-tier records that originated through MCA application activity. Bank-statement data includes: 3-month average daily balance band, average monthly gross revenue (rounded to $10K), presence of NSF flags (yes/no), and number of active banking relationships. EIN enables cross-referencing against IRS business databases, SBA loan history, and public lien / UCC filing data for deeper underwriting context.
ROBS (Rollover for Business Startups) advisors and SBA loan brokers use Owner Leads Direct to reach recently formed LLCs and S-Corps (year_founded filter) where the owner is still personally financing growth and actively evaluating structured capital. HR-tech and staffing-platform vendors buy industry-segmented lists to pitch owners who are actively hiring — a cohort with strong software-adoption propensity. Financial planning and RIA firms use the revenue-band filter to prospect business owners managing $1M–$5M in annual top-line revenue.
Current recurring catalog: Starter — Aged Data at $300 per month or $765 every three months; Growth — Fresh Data at $375 per month or $956 every three months; Professional — Mixed Data at $999 per month or $2,547 every three months; Enterprise — All Data Types at $1,799 per month or $4,590 every three months. These are distinct MCA data plans, not a general owner-data subscription rate card. Custom owner-data subscriptions require a written quote.
New York CFDL (Commercial Finance Disclosure Law): as of 2023, NY requires funders and brokers originating commercial financing into New York to provide standardized disclosures including: estimated APR, finance charge, total payment amount, and prepayment terms. NMLS registration may be required for brokers facilitating NY commercial financing. The NY Department of Financial Services (NYDFS) has enforcement authority. If you use Owner Leads Direct data to prospect NY businesses for commercial financing, ensure your team has a CFDL disclosure template ready before first contact.
API delivery (Enterprise tier): pulls are available via a REST endpoint returning paginated JSON at 500 records per call. Authentication uses API-key-in-header (X-Api-Key). The endpoint supports filter parameters for state, city, zip, NAICS, revenue_band, source_tier, mobile_confirmed, and record age range — so your platform can pull filtered subsets programmatically without generating a new CSV export each time. Rate limit: 60 requests/minute per key. Full OpenAPI spec at /api-docs.
Yes — every mobile number ships in E.164 format (+1XXXXXXXXXX) which Close's Power Dialer accepts without reformatting. No manual cleanup before dialing.
Yes. Each import is tagged with 'owner-leads-direct' plus the drop date. Build Smart Views filtered on these tags to quickly spin up Power Dialer sessions on the freshest data.
Yes. Schedule recurring imports via Close's API or use their built-in Zapier integration to auto-import each weekly drop. Existing records can be deduped by phone or email.