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Service and Track your
Funding Operation

The only cloud-based system created from
the ground up for funders by funders

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Multiple Portfolios

Experience complete portfolio isolation. Syndicate across portfolios, run Portfolio Reports and compare portfolio performance. Arrange your Portfolio accounts in groups based on Grade, Location, Industry

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Reports and Statements

Produce monthly statements individually and in a batch as html or pdf documents. Issue detailed statements for Customers as well as remittance reports for Syndicators. Statements are customizable - place your company logo and include marketing messages.

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Transact with any Processor

Automate and sync transactions from ANY Credit Processing, ACH or Lockbox platforms. If you are using a platform we currently don't have, we will integrate it free of charge!

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Portal Access

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.

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CRM Integration

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.

Google Apps integration

Sync clients contact and ISO contact info with Google Contacts for on-the-go availability.

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