DEAL MANAGEMENT SOFTWARE
Automate your
Deal intake workflow
One platform that automatically processes, analyzes, and manages every deal from
intake to decision to portfolio management.
intake to decision to portfolio management.
Join 100+ companies transacting over $10M a day with Dragin
product
Applications to offers
in minutes
Manual underwriting slows you down. Let Dragin process and analyze every deal so
your team focus on qualified deals and fund faster.
your team focus on qualified deals and fund faster.
01
Deal intake
Every deal enters your system automatically.
No manual entry, no missed applications ever.
No manual entry, no missed applications ever.
Every deal enters your system automatically.
No manual entry, no missed applications ever.
No manual entry, no missed applications ever.
Email automation
Organize your inbox automatically, rename files, and filter out unqualified deals.
Webform
Capture every application through a webform with every data point recorded.
Drop zone
Drag and drop documents for instant parsing and data extraction.
API
Send applications to Dragin directly via API.
02
Document analysis
Analyze bank statements, tax returns, and 50+ document types to deliver instant underwriting insights.
Analyze bank statements, tax returns, and 50+ document types to deliver instant underwriting insights.
Application forms
Verify missing information by cross-checking business registration records.
Bank statements
Calculate revenue, categorize transactions, and flag NSFs and outstanding debt.
Company financials
Analyze financial performance, identify risk, and benchmark business performance.
Tax documents & IDs
Extract and validate EIN, SSN, and ID data while detecting duplicates or mismatches.
03
Deal automation
Verify application data and identify risk so your team can make faster, more confident funding decisions.
Verify application data and identify risk so your team can make faster, more confident funding decisions.
Auto-decliner
Automatically filter out unqualified deals to save costs and accelerate processing.
AI risk report
Dig deeper into financial behavior, business records, legal history, and public data for a complete risk picture.
Pre-funding verification
Cross-check application data across documents and flag hidden risks so you can fund with confidence.
Zeus
Your AI underwriting sidekick that checks key metrics and answers any questions you have.
04
Salesforce CRM
Manage your entire deal process in one secure Salesforce CRM, customized to your workflows from day one.
Manage your entire deal process in one secure Salesforce CRM, customized to your workflows from day one.
DraginForce
Manage your entire deal workflow in one Salesforce CRM with intelligent tools built in, highly customizable to your processes.
Email connectivity
Trigger email alerts, updates, and approvals automatically, and manage email threads within your CRM.
API integration
Connect credit, banking, background check, and other providers so data flows automatically into your system.
Automated contracts
Generate ready-to-send contracts in one click with fields automatically populated.
05
Deal tracking
Track every deal from application to repayment with real-time visibility. Nothing falls through the cracks.
Track every deal from application to repayment with real-time visibility. Nothing falls through the cracks.
Syndication portal
Monitor repayments, returns, and investor portfolios in real time, and give investors a dedicated portal to invest and track performance.
Deal management
Manage ACH payments, automate collections, and reconcile transactions all in one place.
BENEFITS
Platform that
keeps you ahead
Stay ahead of the competition with AI-powered technology and greater efficiency.
One Unified System
From intake to post-funding
in one powerful platform.
Cost savings
Focus on high-quality deals by automating manual work.
Fast deal processing
Manage your inbox efficiently, analyze files, and auto-decline deals.
The innovation leader
Continuously building AI-powered tools that drive efficiency.
One unified system
Enterprise security
Salesforce-secured data with zero external email forwarding.
Your deal flow, moving faster
15
Seconds from inbox
to underwriters
to underwriters
3x
Funding volume
in 6 months
in 6 months
80%
Reduction in
operational costs
operational costs
TESTIMONIALS
See remarkable results
from our customers
“Bank statements analyzed in seconds”
We’ve been impressed by how quickly deals can be uploaded and bank statements analyzed in seconds. Our supporting banks especially appreciate the platform’s strong security standards and the level of trust it provides.
“Easily customize the platform for each client”
Dragin’s ability to easily customize the platform for each client really sets them apart. The team worked closely with us to tailor the system around our specific needs. That level of responsiveness is unparalleled. It feels like we’re their only client and top priority.
“We’ve grown tremendously with no growing pains”
Two years ago, we launched Thorocorp with Dragin from the start. Since then, we’ve grown tremendously with no growing pains thanks to Dragin's innovative and high-quality technological solutions. Today we are proud industry leaders, continuing to break the glass ceiling together with Dragin support.
“Our whole funding workflow is now much more organized”
We initially thought implementing a new system would create more work during the transition, but it turned out to be the opposite. Dragin was easy to adopt, and the team was very supportive and responsive. Our whole funding workflow is now much more organized.
“From 10 hours to 8 minutes.”
After integrating with Dragin, our turnaround time dropped from 10 hours to just 8 minutes. Even more impressive, what used to be a team of 125 + human processors, is now down to ZERO thanks to Dragin’s speed and automation. We were funding 35-40 deals per month at capacity. Today, we’re funding over 450 per month and still growing.
“They have the strongest reputation in the industry”
We chose Dragin for our BrokerFund partnership because they have the strongest reputation in the industry. We’ve known the Dragin team for years, and they’re smart, thoughtful, and great people to work with. It’s been exciting to see them continue building industry-first products.
“Everything was set up to match our workflow”
The customization is what sets Dragin apart. It wasn't built around someone else's processes, it was built around ours and that made all the difference! The Dragin team didn't just hand us a login and wish us luck. They were involved, responsive, and made sure everything was set up to match our workflow before we ever went live.
INTEGRATIONS
Native connections
Seamlessly integrate with your CRM, banking and payment, credit bureaus, and
identity providers through flexible APIs and pre-built integrations.
identity providers through flexible APIs and pre-built integrations.
SOLUTIONS
Built for every
financing model
Dragin customizes to your workflows, data, and processes so you can handle more
volume without sacrificing accuracy.
volume without sacrificing accuracy.
Revenue Based Financing
Accelerate underwriting with automated intake, bank analysis, and AI-powered merchant verification.
Equipment Financing
From loan application to asset approval, Dragin automates bank analysis, vendor verification, and credit assessment.
Commercial Banking
Make every commercial loan decision with confidence through automated document analysis, risk assessment, and compliance checks.
Business Loans
Faster loan approvals start with automated intake, document analysis, and borrower verification.
Invoice Factoring
Verify invoices, check debtor credit, and detect fraud so you can advance every receivable with confidence.
Insurance & More...
Turn complex insurance submissions into clear risk profiles so your team focuses on decisions, not documents.
FAQs
Frequently asked questions
Does Dragin cover the full funding lifecycle?
Yes. Dragin supports both pre and post funding operations. Before funding, it analyzes bank statements and submission documents, filters out unqualified deals, and gives your team full visibility through DraginForce CRM. After funding, the Deal Tracking Portal manages syndication, ACH payments, collections, and transaction reconciliation in one place.
Does Dragin sell as a full CRM suite or individual tools?
Both. Dragin offers a complete Salesforce-based CRM with all automation tools included. If you only need specific tools, Bank Scrubber, Email Automation, AI Risk Report, and other features are available via API and can be integrated directly into your existing system.
How is Dragin different from other alternative finance software?
Dragin’s core technology is innovated and built in-house rather than pieced together from third-party vendors. That means faster product updates and seamless workflow. Second, Dragin has a dedicated in-house Salesforce team that customizes the platform to your exact workflow. You are not buying a rigid out-of-the-box system and working around it.
How does Dragin’s Email Automation and Application Reader work?
Dragin works directly within your Gmail or Outlook inbox, with no external forwarding. It automatically identifies and renames files, captures application data, and syncs everything to your CRM. Dragin Email Automation 2.0 now processes up to 1,000 emails per hour, so no matter how many submissions come in, nothing gets missed or sits waiting.
How does Dragin’s Bank Scrubber help underwriters?
Bank Scrubber gives underwriters a clear view of what’s behind the numbers. It automatically categorizes transactions and identifies active financing positions. For applicants with multiple accounts, it consolidates all statements into one complete snapshot, highlighting NSFs, risk signals, and anomalies.
How long does it take to get started with Dragin?
Most clients are fully operational within 1-3 months, including system setup, workflow customization, and team training. Our team works closely with you throughout the entire onboarding process.
How does support work at Dragin?
There’s no ticket queue or long wait. When you have a question or request, a dedicated Dragin developer typically responds within minutes. You work with a real person who knows your setup, not a rotating support team or chatbot.
Is my data secure with Dragin?
Yes. For teams using the full Salesforce platform, data is protected by Salesforce’s enterprise-grade security, including encryption, access controls, and compliance infrastructure. For teams using Dragin’s API tools, data is transmitted through encrypted connections and processed securely. In either case, your merchant and financial data remains protected and under your control.
Have any other questions?
Every deal.
One Platform.
The all-in-one platform that helps you process deals faster with less manual work and more confidence.