The only cloud-based system created fromthe ground up for funders by funders
Mobile or Desktop access to real-time Financial Account information. Register Clients, ISOs, Prospects, Partners, Syndicators and Account Reps to each review their own specific assigned accounts, apply for new, renewal or additional funding and submit new opportunities with uploading paperwork.Learn More
Sync your CRM platform for the full end-to-end operation process management experience, from the preliminary Lead stage all the way through the Opportunity, Underwriting, Approval, Electronic Signature Contract Preparation, Automated Account Origination and Financial Account Managment. *Currently integrated with Salesforce.com but can be integrated with any CRM platform.
Sync clients contact and ISO contact info with Google Contacts for on-the-go availability.