No hardware or software to install
No advanced training needed
Shortens time to go from Lead to funded Deal
Easy collaboration with funders
Automate tasks triggered by events
Predefined reports to manage leads and deals
Dedicated Secure Amazon Servers
Experienced tech team always ready to help
Recognized by CRM Idol and Small Business Influencer Awards
Central repository for merchant contact information, documents and underwriting information
Integrated with Docusign, Email and Fax application templates for merchants and funders
Use Dashboards, Summaries, Advanced Search, History and Calendar to stay up-to-date
Easy one-click conversion from lead to deal
Multiple Fund submission and tracking
Track deals from underwriting to funded stages
Pre-built templates for quick submissions
Syndicate and track approval numbers, management fees and commissions
Manage multiple deals and renewals
Role based security and permissions, Web form lead capture, bulk lead assignment
Quick lead capture form, easy edits, 360-degree Merchant profile, one-click deal conversion
Send email campaigns and newsletters and track open rates and responses
Send text messages directly to mobile phones
Use template-based faxes to communicate your message to specific target markets
Market your business across social channels from one easy-to-use interface
