As a general rule, you want to be offering the loans brokering just at the point where business buyers are looking for them.

At what stage would that be? Just after they have written a business plan? When they're ready to expand their business?

Supposing it was the business plan stage. You could offer a short piece on a business plan question regarding funding. In other words, a landing page, which points to your free PDF that explains "how to find funding for your business."

Then the prospect has shared their email (because that's where you send the PDF). You could then do a follow-up email a day or two later asking: "did you find that little guide helpful? " and then offer to jump on a call in which you ask a little more about their business idea, and then you could ask: "are you confident you'll have the funding you need?"

If the SBA loan is happening when they are looking to grow their business, then the lead magnet (the free PDF) would perhaps be about how to work out how much this business expansion would cost.

I hope this helps.

I'm in Australia and my field is more helping IT people who hate selling, but my advice is somewhat similar: offer something valuable for free (in exchange for an email address), then ask them if it was helpful.

If you have any follow-up questions, I'd be glad if you wanted to book a call.

Hope your SBA loan brokering business grows.