The operating platform for funding brokers

Every offer, follow-up and lender submission in one secure platform.

Present clear funding options from your own email, follow up on schedule, and deliver complete files to your lender network, with full visibility at every step.

Start your subscription See the platform

Offer · Rivera Auto BodyViewed 3 times

Option 1$41.5k

Approved$50k

Option 3$37.5k

Client picked $50,000 · 4 of 4 statements inFile ready

Sent from ashley@yourcompany.comNext follow-up 2:00 PM

A private workspace for every firmSends from your own GmailWorks with any application formCancel any time

Built for the full funding lifecycle

Professional offer presentation

Present three structured options on a branded page. Clients review, accept, upload statements and apply in one place, and you track every view.

Integrated email

Send and receive from your own Gmail inside the platform. Client replies are matched to the right offer automatically.

Interactive templates

Create emails with selectable amounts or programs. Every response is recorded and added to your pipeline.

Lender submissions

Deliver statements and applications to multiple lenders at once, and track approvals, declines and conditions in one place.

Multi-domain sending

Connect mailboxes across several email domains. Volume is spread out and paced automatically to protect deliverability.

Scheduled follow-up

Follow-ups run three times each business day, with a new message for each client, and stop as soon as they reply.

See the platform in action

From first contact to funded file, in five steps

Pause the tour

New offer · Rivera Auto BodyFactor and fees stay hidden from the client

Option 1$41,500108 daily payments

Approved offer$50,000120 daily payments

Option 3$37,50096 daily payments

Built from a lender approvalOr upload a sheet: 140 offers at once
Send offer

Fromashley@yourcompany.com rotating 3 mailboxes · 2 domainsTomike@riveraautobody.comSubjectHow much are you looking for?

Hi Mike, tap the amount you need and we'll get started:

$25,000$50,000$100,000$150,000

Your own template: your words, your buttons, your company name.

✓ Sent from Gmail. The reply lands in your portal inbox.

Client's phone

You picked $50,000

Upload your last 4 bank statements

4 of 4 received

Complete application

What you see

Opened your email · 3 times

Rivera Auto Body · 9:42 AM

Picked $50,000

Phone alert sent to the rep

File ready: statements + application

Everything attached in your inbox

Send to lenders · Rivera Auto BodyFrom submissions@yourcompany.com

Northline CapitalApproved $45,000

Harbor FundingApproved $50,000

Summit AdvanceNeeds 1 more statement

Bluepoint CapitalSent · opened

Oakridge PartnersDeclined

Statements and the application go out in one click. Approvals become new offers for your client.

Follow-ups on autopilot

10:00Morning run

2:00Afternoon run

5:30Evening run

jack@yourcompany.com

ashley@yourcompany.com

elliot@yourfunding.co

Each client gets a version they haven't seen, from the same rep every time, spaced out so no mailbox looks like spam.

Pricing

Transparent pricing. Everything included.

$349 / month

No setup fees. No long-term contract. Includes your first user and every feature. Add teammates for $50 / month each.

Your own private portal and database
Unlimited offers, templates and lender submissions
Connect as many sending mailboxes as you need
Use any application form: Jotform, Google Forms, DocuSeal
Cancel any time