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For business finance brokers

Your next deal needs you.
The paperwork doesn’t.

From first lead to funded deal to renewal. Score leads, chase documents, match your own lenders, and follow up with clients in one workspace.

Open your workspace Explore a sample deal

Your relationships. Your brand. You approve what goes out.

Your deal deskFictional sample

Equipment financing

Hot

Example Fleet Services

Replacement truck · $120,000 requested

  • Lead converted to merchantDone
  • AI pre-screenSignal ready
  • Stips received3 of 4
  • Statement findingsReady for review

FunderBuddy

One stip is still outstanding. Want me to request the voided check? You confirm before anything happens.

The whole deal, in order

From lead to funded to renewal.

Six stages, one workspace. You stay in control at every step.

  1. 1LeadImport, capture, score.
  2. 2Pre-screenPriority and minimums signal.
  3. 3Docs & stipsReminders and a checklist.
  4. 4Lender match & submitYour criteria, your approval.
  5. 5FundedSpot the next product.
  6. 6Renewal & referralsDrafts you approve.

A deal desk that follows the deal.

Tap through this fictional example, from first lead to renewal. No documents are uploaded and nothing is sent.

Example Fleet ServicesSample data

Lead comes in

A website lead lands in the Lead Inbox, gets a Hot, Warm, or Cold score, and converts to a merchant and deal in one click.

  • SourceWebsite form
  • Lead priorityHot
  • ConvertedMerchant + deal

Built for every stage

Every tool, where the deal needs it.

1 · Lead

Lead InboxNew

Import CSVs, capture website leads, and see every lead scored Hot, Warm, or Cold. One click converts a lead into a merchant and a deal.

UCC data feeds coming soon.

Website Templates

Give merchants a branded place to apply or ask for funding info.

2 · Pre-screen

AI Pre-ScreenNew

Every deal gets a Hot, Warm, or Cold priority and a meets-minimums signal.

A signal to guide your review, not a lender decision.

Statement Analyzer

Review balances, deposits, NSFs, and flags against the source statements.

Stack Detector

See potential funding positions with confidence and broker confirmation.

3 · Docs & stips

Document ChasingNew

Automatic, branded reminders for outstanding document requests. Off until you turn them on.

Stip ChecklistNew

Track stips as Outstanding, Received, or Waived. Stalled alerts flag files that stop moving.

Merchant Pipeline

Keep applications, documents, and stages connected on one board.

4 · Lender match & submit

Lender Rolodex

Compare files against the lender criteria you maintain, with clear exclusion reasons.

Lender Portal

Lenders sign in to access submissions assigned to their email and confirm receipt.

FunderBuddy That ActsNew

Your assistant suggests next steps like moving a stage, requesting docs, or adding a stip. You confirm each one.

5 · Funded

Cross-Sell SpotterNew

"Also may qualify for" suggestions with one click to start the next deal.

Compliance Resources

Dated state reference material and regulator links close to your workflow.

6 · Renewal & referrals

Client OutreachNew

Renewal check-ins plus referral and review asks, drafted for you. Nothing sends until you approve it.

Features vary by plan. AI scores, signals, and findings require broker review and are not lender decisions. Lender email links are single-use and expire after 48 hours; portal availability follows brokerage settings.

Lender sign-in

Put your next deal in a better place.

Already a member? Your workspace is ready when you are.

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