Lead Inbox New
Import CSVs, capture website leads, and see every lead scored Hot, Warm, or Cold. One click converts a lead into a merchant and a deal.
UCC data feeds coming soon.For business finance brokers
Your next deal needs you.
The paperwork doesn’t.
From first lead to funded deal to renewal. Score leads, chase documents, match your own lenders, and follow up with clients in one workspace.
Your relationships. Your brand. You approve what goes out.
Your deal deskSample data
Equipment financing
Example Fleet Services
Replacement truck • $120,000 requested
Ready for broker reviewHot- Lead converted to merchant Done
- AI pre-screen Signal ready
- Stips received 3 of 4
- Statement analysis Review findings
- Your lender criteria Compare matches
FunderBuddyOne stip is still outstanding. Want me to request the voided check? You confirm before anything happens.
Understand the file.
Review statement findings and potential stacking.
Find lender fit.
Compare against your own lender criteria.
Move the deal forward.
Keep your pipeline and lender handoff connected.
The whole deal, in order
From lead to funded to renewal.
Six stages, one workspace. You stay in control at every step.
- 1LeadImport, capture, score.
- 2Pre-screenPriority and minimums signal.
- 3Docs & stipsReminders and a checklist.
- 4Lender match & submitYour criteria, your approval.
- 5FundedSpot the next product.
- 6Renewal & referralsDrafts you approve.
Built for every stage
Every tool, where the deal needs it.
1 · Lead
Website Templates
Give merchants a branded place to apply or ask for funding info. Submissions land in your workspace.
2 · Pre-screen
AI Pre-Screen New
Every deal gets a Hot, Warm, or Cold priority and a meets-minimums signal so you know what to work first.
A signal to guide your review, not a lender decision.Statement Analyzer
Review balances, deposits, NSFs, and flags against the source statements.
Stack Detector
See potential funding positions with confidence levels and broker confirmation.
3 · Docs & stips
Document Chasing New
Automatic, branded reminders for outstanding document requests. Off until you turn them on.
Stip Checklist New
Track every stip as Outstanding, Received, or Waived. Stalled alerts flag files that stop moving.
Merchant Pipeline
Keep applications, documents, and stages connected on one board.
4 · Lender match & submit
Lender Rolodex
Compare files against the lender criteria you maintain, with clear exclusion reasons.
Lender Portal
Lenders sign in to access submissions assigned to their email and confirm receipt.
FunderBuddy That Acts New
Your assistant suggests next steps like moving a stage, requesting docs, or adding a stip. You confirm each one.
5 · Funded
Cross-Sell Spotter New
"Also may qualify for" suggestions on the deal, with one click to start the next deal.
Compliance Resources
Dated state reference material and regulator links close to your workflow.
6 · Renewal & referrals
Client Outreach New
Renewal check-ins plus referral and review asks, drafted for you. Nothing sends until you approve it.
Features vary by plan. AI scores, signals, and findings require broker review and are not lender decisions.
The tools behind the deal
Your deal desk.
Without the scattered work.
Eight connected tools. Explore the ones that matter to your brokerage.
Explore all 8 tools Analyzer · Stack Detector · Pipeline · Lenders · Websites · Compliance · AI · Portal
Statement Analyzer
Read the financial story before you place the deal.
Turn uploaded bank statements into a structured review of the numbers and transactions that deserve your attention.
- Average daily balance, deposits, NSFs, and negative days
- Recurring debits and potential funding positions
- A summary and flags to check against the source statements
AI-extracted figures require broker review. Missing or unreadable information is not a clean bill of health.
A deal desk that follows the deal.
Tap through one sample deal, from first lead to renewal.
Example Fleet ServicesSample workspace
Interactive illustration using fictional data. No documents are uploaded and nothing is sent.
Try lender matchingChange the amount. See the fit.
Your lenders. Your criteria.
See the fit.
Know the reason.
Change the amount to compare these fictional lender criteria.
This demo checks amount and product only. The app also checks the criteria you maintain for industry, state, time in business, revenue, FICO, and positions. No approval prediction.
Example lender comparisonFictional criteria
Meet your AI deal assistantAsk a sample question.
Meet your deal-desk assistantAsk a question.
Find your next move.
Ask about stale deals, lender exclusions, or renewals. Choose your FunderBuddy avatar in Settings.
Sample answer
Pick a question to see an illustrative answer. Your signed-in assistant works with your own workspace data.
Explore website templatesPreview six funding niches.
Your brand.
Your front door.
A branded place for merchants to start. Enterprise includes custom domains and full white labeling.
Illustrative broker website
Keep your fleet moving.
A focused front door for equipment financing and working capital enquiries.
Build around my brandChoose the workspace for your book.
Start with the tools for your current book. Choose Pro for deal analysis and lender matching, or Enterprise for a branded team workspace.
Starter
$147 / month
Organize your first active files.
- Up to 25 active deals
- Document collection and applications
- Submission packet builder
- Up to 10 lenders
- Email support
Pro
$297 / month
Review and manage ongoing deal flow.
- Unlimited active deals and lenders
- Statement analysis and lender ranking
- Renewal watch and commission splits
- Up to 3 team seats
- FunderBuddy guided assistant
Enterprise
$497 / month
First month $97, then $497/month. Founding rate stays locked while your account remains active.
- Everything in Pro
- Unlimited seats
- Stack Detector
- Full white label and custom domain
- Priority support and onboarding
Need help choosing?
Talk about my brokerageTell us how you run your brokerage. We’ll help you find the right fit.
Starter and Pro enquiries open an email to our team. Enterprise continues to Stripe checkout. Review billing terms before purchasing. AI features depend on service availability; ask us about usage and onboarding before choosing a plan.
The lender handoff, connected
“Can you resend that?”
Give lenders a better way.
Lenders sign in to access their assigned submissions, download available files, and confirm receipt.
How lender access works
- Submit to your lender’s contact email.
- The lender signs in with that email at /portal.
- They access available files and confirm receipt.
Email download links remain single-use and expire after 48 hours. Portal access is separate and follows the brokerage’s availability settings.
Illustrative lender view · fictional data
Your assigned submissions
Example Fleet Services
Equipment financing$120,000
Equipment financing$120,000
Submission cover sheetAvailable
Supporting documentsAvailable
Receipt statusConfirmed
Sign-in connects the lender to submissions associated with their contact email.
Built around how brokers work.
Do I bring my own lenders?
Yes. FunderBuddy compares deals with the lenders and criteria you add to your private rolodex. The software does not supply lender agreements or guarantee acceptance.
Does AI decide where a deal goes?
You review the statement findings and select the lender. The matching engine checks your stored criteria and shows fit and exclusion reasons. A fit score is not an approval probability.
Can I use it with an existing brokerage?
Yes. Keep incoming files and your existing lender relationships organized in one workspace. If you need to migrate an existing book or connect another CRM, talk to us about your requirements before signing up.
Can I use my own brand and domain?
Enterprise includes full white labeling and a custom domain. Ask us to confirm the setup for your brokerage before purchase.
Where can I check state requirements?
Visit the state research tool for dated summaries and links to state regulators. It is general information, not legal advice. Verify current rules directly with the regulator.