From referralto meeting
One referred SME can go from a registration link to a meeting request in your inbox, with its report behind it, without your team keying anything in.
Try the request and the inboxSample Bank
Appointments
Appointment requests
3 total, 2 open. Open requests first, then newest.
- Sample Foods Sdn BhdWorking capital lineRequested 2 hours ago · APT-SAMPLE-01At a branch: Petaling Jaya
- Tue, 20 Oct 2026, morning
- Wed, 21 Oct 2026, afternoon
Nur Ainacontact@sample-foods.exampleWe would like to discuss a seasonal line before Hari Raya orders.Mark as handled - Sample Logistics Sdn BhdTrade financingRequested Yesterday · APT-SAMPLE-02Virtual meeting
- Thu, 22 Oct 2026, morning
Ravi Menoncontact@sample-logistics.exampleMark as handled - Sample Packaging Sdn BhdEquipment financingRequested 5 days ago · APT-SAMPLE-03Virtual meeting
- Mon, 12 Oct 2026, afternoon
Hafiz Omarcontact@sample-packaging.exampleHandled 3 days agoReopen
Written for Decision-makers
Sample company, anonymised. Figures are illustrative; the rules are the product's.
Checked against the product source on 16 October 2026.
Think of it like this
Think of a good introduction at a conference. Someone brings the founder to your stand, with a one-page brief already in hand, and asks for a time. Your job starts at a warm conversation, not at a cold form.
The loop
- Referralthe SMESigns up from your link.
- Reportthe SMEBuilds a completed SPOT report.
- Matchthe SMESees your products only.
- Requestthe SMEAsks for a time.
- Handledyour teamMarks it picked up.
Your team keys nothing in until the SME asks to meet.
One link starts it
…/register?code=SAMPLE24
Sample Foods Sdn Bhd
Joined by referral
On the SME’s profile, under My institutions.
Get your business financing-ready with Sample Bank
An unknown code links no bank. The sign-up still succeeds.
Ready before the first call
SPOT report
Completed
Sample Foods Sdn Bhd
Partner financing matches
3 products from Sample Bank match this report.
- Working capital lineEligible
- Equipment financingEligible
- Trade financingEligible
- Green technology financingPotentially eligible
Indicative only, not an offer or approval. The bank decides and runs its own credit check when you apply.
Try the last step
Fill in the form as the company. The request lands on the bank’s side.
Request sent
Working capital line with Sample Bank
Your reference
Sample Bank can now see your request, together with your SPOT report and company profile. Their team will contact you to confirm a time. Quote this reference if you follow up with them.
Sample Bank sees your request here.
Only a completed report, linked to your bank, for one of your own products.
SPOT sends no email or alert. Check Appointments daily.
Handled, then yours
Once a request is picked up, the company file holds three fields for your team and links out to your own CRM.
Sample Foods Sdn Bhd
Case assignment · Review and triage
- Assignee
- Sample Officer
- Review status
- Discussion
- CRM record URL
- crm.sample-bank.example/leads/4821
Seven review statuses
- New
- In Review
- Awaiting Info
- Discussion
- Approved
- Rejected
- On Hold
Give RMs the referral link.
Share the registration link with your code with the SMEs your team already meets.
Check Appointments daily.
SPOT sends no email or alert when a request arrives or when you mark it handled.
Keep credit in your CRM.
SPOT doesn’t run credit or replace your CRM. It brings a prepared company to your officer.
Start the loop
Give your relationship managers the referral link, and name one person to check Appointments each working day.
Continue to Why SPOT exists