Product
A CRM built from the ground up for financing brokers. Not another Salesforce clone.
Requested: $120,000 · Restaurant · New York, NY
Features
Bank statement reading, lender matching, offer extraction, reply classification — handled automatically so reps focus on closing.
Upload PDFs. Gemini extracts revenue, deposits, NSFs, negative days — and detects every existing MCA position stacked on the account. Grades the deal A–D and estimates funding range in under 90 seconds.
Lender replies “$50k at 1.45 for 30 weeks, 8 points” — AI reads the thread, creates the offer row, and notifies your rep. Zero retyping. Every offer side-by-side comparable.
Bring your own lender network. AI scores every lender in your pool against each deal — credit, revenue, state, industry, factor appetite, stacking tolerance. Ranked by fit.
Every new lead scored the moment it arrives. Your reps know which to call first — not an hour later when someone else already has.
Full Gmail inside the CRM. Every lender reply auto-tagged approved, declined, or needs review — with a plain-English explanation the rep can act on.
Per-deal talking points, objection handling, and summarized notes — Gemini-drafted so reps walk in prepared instead of winging it.
Clients get a branded 5-stage progress tracker, secure doc upload, and in-app messaging. Magic-link login — no password, no login friction, no lost deals.
Underwriting courses, product guides, rate calculators, cheat sheets — plus an AI assistant that answers rep questions from your own training material.
Invite referral partners with branded signup pages. They submit deals, you pay commissions — calculated automatically per funded deal. Sub-referrer tracking included.
Facebook Lead Ads sync every 30 minutes. Lender reply classification every 5. Deal follow-ups, winback campaigns, and email sequences auto-fire. Daily dialer and priority digest land in your inbox before your reps log in — so they wake up to a prioritized pipeline, not a cold to-do list.
How It Works
Upload CSV, paste URLs, or auto-sync from Facebook ad campaigns. AI grades every lead as it lands.
Bank statements scanned in 90s. Stacking detected. Deal graded A–D. Funding range estimated before you submit anywhere.
Every lender in your pool ranked by fit for this specific deal. Submit to top matches in one click.
Reads lender replies, extracts offers, notifies your rep the second an approval lands. You review and fund.
Testimonials
My reps used to spend 30 minutes on each bank statement reading PDFs line by line. Now the AI grades the deal in 90 seconds and tells us exactly what positions to look for. We catch stacking we used to miss.
MCA Brokerage Owner
12 reps across 2 teams
The lender filter is what sold me. We have 80+ lenders and each one has different criteria for state, FICO, revenue, industry. My reps used to guess. Now they see the top matches ranked by fit score.
Senior Funding Advisor
Managing 6 reps
We were using Salesforce, Gmail, a shared Google Sheet for leads, and a separate site for training. This replaced all four. The inbox alone — being able to see lender replies right on the deal — was a game changer.
Brokerage Operations Manager
Team of 8
Private Beta
We're onboarding a small number of broker teams. Every product is supported. You bring your own lender network — we give you the AI, the pipeline, and the automation to close more of it.
Every deal your reps spend 30 minutes underwriting manually is a deal someone else funds first. Stop guessing lenders. Stop reading PDFs line by line.
support@brokersbot.ai