Find your next banking clients before another bank does

A machine shop's equipment loan lapses in 47 days. A contractor's loan was just sold to a bank it never chose. A dental group took a new loan from another lender last month. DealPilot reads public lien filings to show you moments like these in your market, so you can reach out first. Below is a sample. Try it.

Try the sample ↓
1
Pick a bank you compete with in your marketAny lender named on public lien filings across all your states
2
See its borrowers and who holds each loan nowWhen each lien lapses, and whether the loan changed hands
3
Narrow to your market and be the first to callFilter by state, industry and current lender, then reach the owner

Try a sample search

Pick a bank, then filter its borrowers the way you would in your own market.

The banks, businesses, names and figures shown are fictional examples created for this demo.

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Three moments worth a call

Businesses rarely look for a new bank on their own schedule. These are the moments when they're most open to the conversation.

A loan coming due

A lien that lapses soon usually means a loan that's maturing or up for renewal. That's when a borrower compares offers.

A loan that changed hands

When a loan is sold or assigned, the borrower ends up with a lender it never chose. Many are ready to hear from someone new.

A new loan elsewhere

A borrower who took a new loan from another lender is actively borrowing, and may be splitting the relationship already.

See it on your market

Book a 30-minute demo. We'll start with your footprint, the industries you bank and the size of clients you want.