Our Products
Robust and innovative accelerators and integrations designed to address the Small Business Lending Sectors’ unique needs and help them achieve success faster than expected.
FundSuite
Loan Origination System (LOS) on Salesforce built for the Small Business Lending sector. If you are a direct funder, you can Originate, Underwrite, Service and Syndicate your deals.
Book a demo
BrokerSuite
#1 App on Salesforce for brokers in Small Business Lending and Merchant Cash Advance.
Learn more
Thomson Reuters CLEAR
Direct integration with Thomson Reuters CLEAR. Purchase and retrieve CLEAR data natively on Salesforce. Integrated with CLEAR ID Confirm, Risk Inform, Business, and Person reports.
Learn more
Plaid
Direct integration with Plaid. Authenticate bank accounts, see transactional data up to 24 months, auto-summarize the most important key metrics, and auto-calculate balances as additional transactions are fed.
Learn more
Credit Hero
Soft and Hard Credit pulls directly from Salesforce. Compatible with Experian and Factual Data.
Learn more
The Checklist
Auto create stipulations or tasks based on the criteria of the Salesforce record.
Learn more
Book a product demo!
Schedule a Demo with us and see how our products can help you grow faster while achieving your Salesforce goals!