Rize Capital Group brokers business loans, matching small business owners with the right lender across SBA loans, lines of credit, term loans, equipment financing, and more. You are good at the part that actually closes money: working the lender, structuring the offer, and getting the deal funded.
The growth engine, though, is almost entirely outbound. Cold calls, text blasts, bought lists. It works, but it only scales one way: by adding more people to dial all day. And the leads it produces are low intent and non exclusive. The same borrower is being worked by 5 to 10 brokers at once, which turns every deal into a price fight.
You want the opposite of that: a leaner team backed by an inbound engine, where the borrower raises their hand first, the lead is exclusive, and the close is a straight line. That is a marketing problem, and it is a solvable one.
This is not a Rize problem. It is a category problem, and it is why most funding shops stay stuck at the size their phone banks allow. Two things are true about marketing a commercial loan brokerage:
1. Cold outbound does not compound. Every new deal needs another thousand dials. Want twice the deals? Hire twice the dialers. Nothing you did last month makes this month easier, and the lead itself is a shared, price shopped commodity the moment you buy it.
2. The obvious paid shortcuts are locked down. Business lending is one of the most restricted categories in all of advertising. Google blocks ads on the term "cash advance" outright. It requires lenders and brokers to verify licensing before running finance ads. Meta drops anything lending related into a restricted category that strips your targeting. A generalist agency that does not live in this space gets your ad accounts limited and fills your pipeline with unfundable applicants: the $20K a month owner asking for two million dollars.
Here is the opening. The brokers who win inbound are not buying the same lists as everyone else. They own the search result, the map, and increasingly the answer an AI assistant gives, for the borrower who is already looking for funding. That real estate compounds month over month. Rize is early enough to take it.
CNV Creative is a fractional CMO (Chief Marketing Officer) agency founded by Crystal and Nick Volinchak. Every client engagement is led by a dedicated Director of Marketing: senior, strategic, and deeply embedded in your business. This is not a junior execution team handed a brief. It is a marketing department that thinks and acts like it is yours, without the overhead of building one in house.
We take real ownership of the numbers. Nick's background is in accounting, which is why our reporting ties back to the only figure that matters to a broker: what a funded deal actually costs to acquire. We care about the bottom line because that is what keeps a partnership intact.
Psychology undergrad. MBA. 15 years building marketing systems for founder led businesses. Mentioned in Daymond John's bestseller Powershift. Has worked directly with the Shark Group on high ticket coaching acquisition and has a consistent track record scaling premium offers built around personal brands. Crystal understands the psychology of why a buyer raises their hand, which is exactly what turns a cold market into inbound demand.
Two engagements that map closely to what Rize needs: more qualified inbound at a lower cost per acquisition, and cold traffic turned into booked, closeable conversations at volume.
A lead generation business needed more qualified applications without spending more. CNV rebuilt the front of the funnel: tripling the application rate and cutting cost per lead by 72 percent through conversion improvements and sharper audience targeting. This is the exact lever Rize needs on cost per acquisition.
A nationally recognized founder needed a cold acquisition system that produced qualified sales calls at volume without sacrificing lead quality. CNV built and ran the full paid and funnel infrastructure, from cold traffic to booked call to close, managing $682K in ad spend to more than $4M in contracted revenue.
Working with CNV Creative was genuinely refreshing. They were proactive from day one, anticipated needs before they became problems, and stayed focused on making the work better. Communication was clear, timelines were respected, and the results spoke for themselves. A team that actually cares about impact, not just deliverables.
Crystal, Nick, and the CNV Marketing team were fantastic to work with. They helped me fully refine my brand messaging, completely update my website, grow my LinkedIn engagement, and execute thoughtful cold email campaigns. They significantly improved the clarity of my positioning and helped shape the strategy behind what we were building, not just the content itself. They were proactive, highly organized, and extremely clear in their communication.
Easily the best freelancer I've worked with on the Upwork platform. Very professional, great communication, great streamlined process. Knowledgeable staff.
Crystal and her team are digital marketing geniuses. I would recommend them to anyone who had the type of project that fit with their marketing style.
Most agencies would treat Rize like any other local business and get your accounts shut down in week one. We start from the constraints of lending and turn them into an advantage. Three moves:
You told us you will not be on camera, and you do not want to run an organic social account. Good. None of this requires it. The YouTube and content footprint that feeds AI search and search rankings is built from assets we produce: written authority content, data, and structured video that never needs your face or a daily posting habit.
Every piece connects. This is the machine that replaces the dialer as your primary source of deals.
Owners searching "SBA loan near me," "equipment financing," or "working capital for [their industry]" find Rize through ranked landing pages, the Google map results, and AI assistant answers. This is demand that already exists. We capture it instead of interrupting people who never asked.
A simple, mobile first application routes each borrower to the right program and filters out the unfundable ones before they ever reach a rep. No more $20K a month owner asking for two million dollars eating your team's time.
The moment someone applies, instant routing and first touch get them in front of a rep while intent is highest. This single discipline is what makes inbound close at a straight line instead of leaking out the bottom.
Email and text (SMS) sequences stay in front of borrowers who did not fund on the first pass, so Rize owns the relationship when they are ready, instead of that borrower buying from whoever calls next.
Renewals are the biggest profit center in this business, and referral partners (accountants, bookkeepers, payment processors) send the warmest deals there are. We systematize both with a partner facing landing page and outreach, turning one funded deal into many.
We do not spend a dollar on ads before the base is right. The first 45 days build the compliant foundation, the measurement, and the assets. Then we scale into demand we can actually track.
Two parts. A one time Foundations build that gets everything compliant, tracked, and live, then ongoing Full-Stack Growth that runs the engine and scales what works. Foundations comes first, always. We do not run a dollar of ad spend on a base that is not ready.
The groundwork, done once, before ongoing management begins. You own everything we build here. By the end you have a compliant, tracked, live inbound engine, and a clear picture of your true cost to acquire a funded deal. Full detail is in the 45 day timeline above.
This is a marketing department, not a task list. You are buying the judgment to put your budget where it converts and move it the moment it stops. We run the mix. You get the funded deals.
Which levers get the most weight is our call, made on your data and adjusted as we learn. That is the difference between hiring an expert team and buying a fixed menu. Some months lean paid, some lean organic and AI, all of it aimed at one number: funded deals at a cost that makes sense.
Foundation live and compliant paid running on SBA, lines of credit, and equipment financing. First inbound applications flowing, and clean data on what a qualified application actually costs you.
Your product, city, and industry pages climbing into page one and the map. Inbound volume building, paid dialed toward a repeatable cost per funded deal, and nurture recovering files that stalled.
Inbound established as a primary, compounding source of deals. The referral engine adding warm files, and your team scaling on raised hands instead of a thousand cold dials a day.
These are the targets we build toward, not guarantees. Search and AI visibility compound over months, and volume tracks your ad budget and your market. What we commit to is the system, the reporting, and moving fast on whatever the data rewards. At your economics, even a cost per funded deal near the top of your comfort range returns several times over. Our job is to push it below that and hold it there.
Let's talk. nicholas@cnvcreative.com
Ninety days from now, Rize should be getting deals from borrowers who came looking for you, instead of the other way around.