Deals die in the stack.
Applications arrive by email with bank statements attached. Whoever opens the inbox first decides what gets underwritten today.
CRM CUSTOM CRM · LOAN BUSINESSES
A CRM BUILT FORHOW MONEY MOVES.
Generic CRMs do not understand deals, stips, or payoffs. We build lending systems around your actual pipeline: application to underwriting to funding to renewal, with AI reading the paperwork.
01 THE PROBLEM
SOUND
FAMILIAR?
Stips are chased by hand.
Missing documents mean days of "just following up" emails. Every stalled file is interest you are not earning.
Underwriting lives in spreadsheets.
Revenue math, position checks, and offer calculations sit in one analyst's Excel. When they are out, the pipeline is out.
Renewals slip away.
Your best borrowers are the ones you already funded. Without payoff tracking and renewal triggers, they refinance with whoever calls first.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Borrower application A branded multi-step application that feeds the pipeline directly. We shipped exactly this pattern for a business funding platform.
- Deal pipeline Application, underwriting, offer, contracts, funding, servicing: your actual stages, with SLA timers on each.
- AI statement parsing Bank statements and financials parsed automatically: revenue, balances, existing positions, and NSF days extracted into the file in seconds.
- AI stip chasing Missing-document detection with automatic borrower follow-ups by email and SMS until the file is complete, escalating to a human when it stalls.
- Offer engine Your underwriting rules encoded: factor rates, terms, and buy rates computed consistently instead of living in one analyst's head.
- Contracts and e-sign Agreements generated from deal data and sent for signature, with executed docs filed against the deal automatically.
- Servicing and payoffs Balances, payment schedules, payoff letters, and delinquency flags in the same system the deal was born in.
- Renewal triggers Paid-down percentage and performance triggers that surface renewal-ready borrowers before your competitors find them.
AI, SUPERVISED The AI layer reads statements, chases stips, and drafts follow-ups. Your underwriters make the credit decisions. Full audit trail on everything.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
We run MCA deals. Does this fit?
Yes. MCA is one of the verticals we build for most: application intake, statement parsing, position checks, factor-rate offer math, contracts, servicing, and renewal triggers, shaped to your shop's rules.
How is this better than Salesforce with a lending package?
Salesforce charges per seat forever and still needs months of consultant configuration to approximate your pipeline. We build your pipeline directly, you own the code and the data, and the AI document work is native instead of a bolted-on add-on.
Can it talk to our existing tools?
Yes. Plaid-style bank data, e-sign providers, accounting systems, dialers, and email all integrate. The CRM orchestrates your stack rather than replacing every piece of it.
What does it cost and how long does it take?
Fixed bid quoted up front, with builds starting at $7,500. A first working pipeline typically lands in weeks around a 21-day build, then grows module by module.
Is borrower data handled securely?
The system runs on accounts and infrastructure you own, with role-based access and an audit trail. Sensitive financials never leave your environment for AI processing without scoping you approve.