Visbanking · Prospect Dashboard
Know a bank's book — win its next client
Open any bank's book of business, see which similar companies bank with competitors, and let us rank the best-fit prospects — and predict who's about to take on financing — before you lift a finger.
UCC coverage live in Oklahoma & Massachusetts — more states rolling out.
- UCC · SBA/PPP · FDIC
- Data sources
- 0–100
- Prospect score
- Built-in
- AI research
From a bank's book to a booked meeting
Three steps replace hours of manual list-building and research.
Open a bank's book of business
Pick a bank and instantly see the businesses it already lends to — and the profile of its best customers. No list-building.
See the opportunity around it
We surface similar businesses that bank with competitors, rank the best-fit prospects, and flag who's about to take on financing.
Research, work, and export
Open a prospect for a ready-made AI research brief, drop it on your pipeline board, and export qualified leads to your CRM.
AI research
Open a prospect, get the whole story
Click any prospect and you get a complete, ready-to-use research page — company snapshot, financial profile, banking opportunities, conversation starters, risk flags, and the decision-makers to contact. Plus a draft intro email and underwriting memo.
- Finds the people at the company — name, title, verified email, phone, LinkedIn
- Written automatically for every prospect
- Get smarter before the call — and after it
Mid-size metal fabrication company expanding capacity. Two prior SBA loans, currently banking with a regional competitor. Recent hiring and equipment activity suggest a near-term need for financing.
We find the decision-makers at each company — name, title, verified email, phone, and LinkedIn — so you reach the right person, fast.
- • Equipment financing for the new production line
- • Treasury & cash-management services
- • Commercial real-estate refinance
- • “How are you funding the new capacity expansion?”
- • “When does your current equipment loan mature?”
- • Sector is cyclical with construction demand
- • Verify thin public financials against tax returns
See your market from every angle
Slice the whole market down to a ranked shortlist, and watch how it's trending — at a glance.
How it works
From public filings to your next client
We do the heavy lifting, so a ranked, briefed, CRM-ready list is waiting when you open the dashboard.
Fresh, hand-cleaned UCC data. We pull, clean, and continuously update Uniform Commercial Code filings — live now in Oklahoma and Massachusetts, expanding state by state — so you know who's financing what, first.
- Step 1UCC · SBA/PPP · FDIC
Always-fresh data
We pull, clean, and continuously update UCC filings — live in Oklahoma & Massachusetts and expanding — alongside 50-state SBA/PPP and FDIC data.
- Step 2Who they serve
Map the bank's book
See the businesses a bank already lends to — and learn the profile of its best customers.
- Step 3Across the market
Find look-alikes
Spot similar businesses everywhere — including the ones banking with competitors right now.
- Step 40–100 + UCC-1
Rank by fit
Score every prospect and flag who's most likely to take on new financing next.
- Step 5Ready to use
Research, done for you
Each prospect arrives with a complete research brief — no manual digging.
- Step 6Salesforce & more
Into your CRM
Send qualified, enriched prospects to Salesforce, or export them for any CRM.
Real-time alerts
Be first to the filing
The moment a business in your market takes on secured financing, it shows up here. We filter every new UCC-1 down to the ones that match your bank's profile — and flag who's currently with a competitor.
- New filings surfaced as they're recorded
- Filtered to your region, sector, and size
- Competitor-held accounts flagged as winnable
Everything a relationship manager needs
Targeting, research, and pipeline — in one place.
Book of business
See any bank's existing borrowers and where it's concentrated by industry, size, and region.
Competitor analysis
Find businesses that fit a bank's profile but currently bank with rivals — the most winnable accounts.
Look-alike targeting
Find companies that resemble a bank's best customers across the market.
Prospect score
Every company gets a 0–100 fit score, so reps work the best accounts first instead of a flat list.
UCC-1 filing prediction
Spot businesses about to take on secured financing — and reach them before competitors do.
AI research briefs
An automatic brief for every prospect: overview, banking opportunities, talking points, and risk flags.
Contact enrichment
Decision-maker names, verified emails, phone, and LinkedIn — so outreach starts with the right person.
Pipeline & CRM export
Move prospects Lead → Closed, then export to Salesforce — or download for any CRM.
Put your prospecting on autopilot
Open the dashboard, pick a bank, and see its book of business, competitor overlap, and top look-alike prospects — scored and ready — or talk to us about rolling it out across your team.