FINANCIAL INSTITUTIONS
Instantly Connect with Pre-Qualified Commercial Clients
Explore how Cubeler gives financial institutions direct access to an ever-growing pool of potential business clients.
Our analytics-driven platform pre-qualifies businesses based on your credit criteria and shows you the resulting matches—without charging you referral fees or commissions.
Stop Spending Time and Money Chasing Leads
If you’re a financial institution spending valuable resources to find new commercial loan clients—or paying referral fees to third parties for leads—you need to talk to us.
By joining the Cubeler Financial Institution Partner Program, you gain access to our proprietary technology that matches you with your ideal credit prospects.
And the best part? There are no commissions or referral fees to pay—just high-quality leads, delivered directly to you.
Analytics-based Matching Technology
How Our Matching Technology Works
Cubeler has access to financial data pulled directly from the accounting software of businesses registered on Cubeler.
These businesses join Cubeler to access a range of services, including pre-qualified credit offers from our financial institution partners.
Our platform analyzes their financial data and automatically matches it against the credit criteria of Cubeler’s financial institution partners.
As a partner, you can use a dedicated user interface to input your credit products and their credit criteria.
Once that’s done, your dashboard will display a list of businesses that match your criteria and pre-qualify for your credit offers. From there, you can reach out directly—or let them come to you.
Getting Matched in 3 Steps
All You Have to Do
- Input your credit products and their credit criteria
- View a real-time list of matched,
pre-qualified businesses - Connect with prospects or let them come to you
Key Financial Institution Benefits
Ready to Learn More?
If you’re a financial institution and would like more information about partnering with Cubeler,
use the form below or contact us at partners@cubeler.com.