12 SMS Templates for Business Funding Brokers: Follow-Up Texts That Get Replies

12 SMS Templates for Every Stage of the MCA Pipeline

Business funding brokers who text prospects at every pipeline stage — initial contact, post-submission, approval, and renewal — close more deals than those who rely on calls alone. All 12 templates below use Tele-Blast {{first_name}} merge tag for personalization and work with the built-in spin feature to generate 3 unique variations per template.

Initial Outreach Templates (3 templates)

Use these for cold prospects from your CSV import list. Pair them with the Tele-Blast Power Dialer — text first, then call within the same session.

• Cold Intro: "Hi {{first_name}}, I help business owners access $10K to $500K in working capital — no collateral required. Worth a 2-minute conversation?"
• Pain Point: "Hey {{first_name}}, cash flow holding your business back? I fund businesses like yours in 24 to 48 hours. Want to see what you qualify for?"
• Short and Direct: "{{first_name}}, I can check your business funding options in under 2 minutes. Interested?"

Follow-Up After Application Submission (3 templates)

After a merchant submits an application, keep them warm while you work the deal. Fast follow-ups prevent them from going elsewhere.

• Submission Confirmation: "Hi {{first_name}}, your application is in with the lender. I will have an update for you within 24 hours — keep your phone nearby."
• Status Check: "{{first_name}}, still working your file. A few lenders are reviewing right now — sit tight, I will be in touch soon."
• Document Request: "Hey {{first_name}}, I need one more item to push your file forward — can you send over your last 3 months of bank statements?"

Approval Congratulations Templates (3 templates)

When an approval comes through, urgency matters. Respond fast and make funding feel simple.

• Approval Announcement: "Great news, {{first_name}}! You are approved for up to $[amount]. Let us get the paperwork done today so funds hit your account this week."
• Congrats + Next Step: "{{first_name}}, your funding is approved! I will send the agreement now — sign it today and you will have money in 24 hours."
• Soft Approval: "{{first_name}}, I have an offer for you — not the max you wanted, but a solid starting point. Want to go over the terms?"

Renewal Reminder Templates (3 templates)

Renewals are repeat revenue. Set a follow-up date in your MCA CRM pipeline 60 days before a merchant advance is paid down and let these templates re-open the conversation.

• Renewal Intro: "Hi {{first_name}}, you are about 60% through your advance. Lenders are already competing for your renewal — want me to check your options?"
• Higher Amount: "{{first_name}}, good news — because of your payment history, you may qualify for a larger amount on your renewal. Want to find out?"
• Final Reminder: "Hey {{first_name}}, your advance is almost paid off. This is the best time to renew before you need cash again. Can I run the numbers?"

How to Send These in the Tele-Blast Power Dialer

Save any template in Tele-Blast Templates section. When you are in a Power Dialer texting session, select your template from the list — the {{first_name}} tag auto-fills with the lead first name. Tap the Spin button to generate 3 reworded variations so your texts stay fresh across a long prospect list.

For bulk texting, load a pipeline into the dialer and step through each lead. The dialer logs every text sent and prevents you from texting the same lead twice in one day. See the full $15/month plan and start using these templates today.