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.

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FundSuite

FundSuite

small business lending accelerator

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.

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BrokerSuite

BrokerSuite

small business lending accelerator

#1 App on Salesforce for brokers in Small Business Lending and Merchant Cash Advance.

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Thomson Reuters CLEAR

Thomson Reuters CLEAR

custom integration

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.

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Plaid

Plaid

custom integration

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.

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Credit Hero

Credit Hero

custom integration

Soft and Hard Credit pulls directly from Salesforce. Compatible with Experian and Factual Data.

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The Checklist

The Checklist

custom salesforce component

Auto create stipulations or tasks based on the criteria of the Salesforce record.

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All of our products have a 30-Day Money Back Guarantee. 30 Day Money Back Guarantee

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Schedule a Demo with us and see how our products can help you grow faster while achieving your Salesforce goals!