FunderBuddy OS

Your Launch Path

From sign up to first submission.

No developers. No designers. No duct-taped spreadsheets. Five steps and your brokerage is open for business.

Sign Up

Create your account and claim your branded broker portal in minutes.

Choose Your Website

Pick from 22 designs across 6 funding niches. Your logo, your colors, your domain.

Load Your Lenders

Add your lender list and each one's credit box. Or build the matrix as you go.

Set Products & Points

Choose which funding products you offer and what you charge for them.

Go Live & Get Paid

Your site takes applications. The platform runs everything after that.

The Operating System

Not a CRM. Not a spreadsheet. The full operating system.

Everything a brokerage actually runs on. Merchant intake, document collection, deal analysis, lender submission, offer tracking, and commissions. One branded platform.

Deal pipeline from first call to commission paid
Smart digital application that branches by product type
Doc Vault with text-a-link merchant uploads
Submission Packet Builder formatted per lender
Offer tracking with decline reasons logged
Commission tracker with sub-broker splits

app.yourbrand.com/pipeline

Docs In3

Alvarez Trucking$180K · Equipment

Chen Staffing$75K · Working Cap

Patel Auto$40K · LOC

Submitted2

Brooks Construct4 lenders · Day 2

Nguyen Bistro3 lenders · Day 1

Offers2

Ortiz Medspa2 offers in

Reed Logistics1 offer in

Funded1

Lee Contracting$220K · 8 pts

AI Infrastructure

You are not buying software. You are deploying an AI workforce.

AI agents work your pipeline around the clock. Reading bank statements, flagging deal killers, ranking your lenders, packaging submissions, and answering merchants at 11pm.

Deal Analyzer reads statements for average daily balance, NSFs, and negative days
Stack Detector spots existing positions before you burn a lender
Match Engine ranks your own lenders by fit and tells you why
Renewal Radar flags every funded deal that enters its renewal window, and starts the renewal for you
FunderBuddy knows your pipeline and answers questions in plain English
Human approval on every single action. Nothing goes out without you

app.yourbrand.com/analyze

$42KAvg Daily Bal

$310KMo Deposits

2NSFs

0Neg Days

Your lenders, ranked

Lender AEquip · 2yr TIB · 600 FICO

94% fit

Lender CWorking cap · 1yr TIB

71% fit

Lender FRestricted: trucking

Excluded

Where is my funding at?

You're with 4 lenders since Tuesday. Two offers are in and your broker is reviewing terms now.

FunderBuddy, your in-app deal desk assistant

FunderBuddyYour deal desk, on call
● Online

Meet FunderBuddy

The teammate who already knows your pipeline.

Most new brokers do not fail because they cannot sell. They fail because nobody was there at 9pm when they got stuck. FunderBuddy is built into the platform and he already knows your deals, your lenders, and your compliance states.

Ask "show me my stale deals" and he names them, the days, and the dollars
Ask why a lender got excluded and he runs your real match engine and tells you
Ask what documents a deal needs and he returns the actual checklist
Ask about a state and he answers from the Compliance Command Center, never from guesswork
Tell him where you want to go and he takes you there
Pick his face. Seven avatars, so your assistant looks like your team

FunderBuddy● Online

why did Heartland get excluded on Alvarez?

Restricted state. Heartland has no lending licence in NY, and Alvarez Trucking is a New York merchant.

That is a hard fail, so nothing in the notes changes it. Send it to Anchor Capital instead, they cleared at 91%.

what's my texas deadline?

December 31, 2026. HB 700 requires brokers of sales-based financing to register through NMLS. Applications opened September 1.

You need an NMLS account before you can even apply, so start there.

Show me my stale dealsHow does matching work?Where do I start?

General information, not legal advice. Verify with the state regulator.

Compliance Command Center

The only broker platform that knows what your state requires.

Ten states now regulate commercial financing, and a growing number of them regulate brokers by name. Missouri wants a surety bond. Texas wants you in NMLS by December. Florida will fine you $20,000 for an advance fee. Pick the states you do business in and see exactly what applies to you.

State Compliance Check

Select every state where you place deals

Live · Updated Aug 2026

1. Select your states

Active disclosure law Registration deadline this year No law currently in effect

0States Selected

0With Active Laws

0Require Registration

$0Bonds Required

2. Your compliance briefing

Links go to official state regulator sites and open in a new tab. Agencies restructure their sites from time to time. If a link does not resolve, search the regulator's name plus "commercial financing registration".

This is a general information tool, not legal advice. FunderBuddy OS is a software platform. It is not a lender, a funding provider, or a law firm, and it does not provide legal or regulatory advice. Commercial financing laws change, and how they apply depends on your specific business, products, and transactions. Verify current requirements with each state regulator and consult a qualified attorney before relying on any of this. Summaries reflect publicly available information as of August 2026.

Simple Pricing

One investment. Infinite scale.

One funded deal covers your subscription for years. Every plan includes the Compliance Command Center.

Starter

$147/month

For the new broker working their first deals.

Up to 25 active deals
Unlimited merchant applications
22 website designs
Doc Vault with client upload links
Digital application + e-sign (50/mo)
Submission packet builder
Lender Rolodex (up to 10)
Compliance Command Center
32+ email & SMS templates
Email support

Get Started

Your questions, answered.

Do I need lenders before I sign up?

No, but you will need them to fund deals. FunderBuddy OS is software. You bring your own lender relationships and load their credit boxes into your Rolodex, and the Match Engine ranks them for every deal. We do not provide lenders, take a cut of your commissions, or sit between you and your funding sources. Your book is yours.

Do I need a technical team?

No. The guided setup walks you through branding, website choice, your lender list, products, and pricing. If you can fill out a form, you can launch. Most people are live the same week.

Can I use my own brand and domain?

Yes. Fully white-label on Enterprise: your logo, your colors, your custom domain with automatic SSL, across both the public website and the merchant portal. Your merchants never see our name.

Is the compliance checker legal advice?

No, and be careful with anyone who tells you otherwise. It is a research and awareness tool that tracks publicly available state commercial financing requirements so you know what questions to ask. Verify with each state regulator and talk to a qualified attorney before you rely on it. What it does do is make sure you never get blindsided by a rule you did not know existed.

What is the difference between this and a CRM like Centrex?

A CRM manages a brokerage that already exists. FunderBuddy OS opens one. You get the website, the merchant application, the doc collection, the deal analysis, the lender matching, the submission packets, and the compliance layer in one subscription, priced for a broker who has not written their first deal yet instead of per seat for a shop with staff.

What happens to my data if I leave?

You export it. Your merchants, deals, documents, lender matrix, and commission history are yours. We do not hold your book hostage.

What is FunderBuddy?

FunderBuddy is an assistant built into the platform. He is not a generic chatbot bolted on the side. He already knows your deals, your lender rolodex, and your compliance states, so you can ask him things like "show me my stale deals" or "why did that lender get excluded" and get a real answer off your own data. He can also walk you through where things live. On Enterprise you can pick which avatar represents him to your team.

Does FunderBuddy give legal or compliance advice?

No, and that is deliberate. He is blocked from answering state law from his own knowledge. Compliance questions get answered only from the Compliance Command Center data, and every one of those answers carries a disclaimer telling you to verify with the state regulator. We would rather he say "I don't have that" than invent a bond amount.

What do the 22 websites actually do?

Each one is a real, published lead-capture site on your own slug with your logo and colors. A merchant lands on it, fills out a funding application, and that lead drops straight into your pipeline where you convert it to a merchant and a deal in one click. It is not a brochure, it is the front door to your CRM.

What is the Founding Broker offer?

The first 100 Enterprise signups lock $497 per month for life instead of $697. Once the spots are gone, standard pricing applies. Your rate never changes as long as your account stays active.

Launch Your Commercial Finance Brokerage In 5 Easy Steps