DEAL MANAGEMENT SOFTWARE
Broker platform
built on salesforce
One platform that automatically processes, analyzes, and manages every deal
from intake to decision to portfolio management.
from intake to decision to portfolio management.
BROKER TOOLS
One flat fee,
Everything included
Every tool your brokerage needs.
No extra costs, no hidden fees, no per-seat pricing.
No extra costs, no hidden fees, no per-seat pricing.
Salesforce CRM
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App Reading
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Bank Scrub
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Lender Matching
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eSignature
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Watermarking
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Email Automation
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AI Risk Report
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API Connectivity
PRODUCT
Submit deals to the
right lender faster
Identify qualified borrowers and match the right lenders, so you submit more deals.
Lead vetting
Automatically screen every inbound lead to save your time and costs.
AI Risk Report
Analyze financial behavior, business records, legal history, and public data for a complete risk picture.
Bank scrub
Extract revenue, positions, NSFs to identify risks before submitting to lenders.
Lender matching
Smart match every deal with the best fit lenders based on their funding criteria.
Email automation
Capture lender offer emails in real time and populates your Broker Calculator automatically.
Watermarking
Protect every document with watermarking to prevent backdooring and unauthorized reuse.
Your broker flow, moving faster
45s
From intake
to lender submission
to lender submission
200%
Faster turnaround
from intake to response
from intake to response
60%
Reduction in
operational costs
operational costs