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, underwriting, or payoffs. We build lending systems around your actual pipeline: application to underwriting to funding to renewal.
01 THE PROBLEM
SOUND
FAMILIAR?
One deal, five systems.
Intake in email, underwriting in Excel, contracts in another tool, servicing in a fourth. Nobody can see the whole deal in one place.
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, no re-keying from emailed PDFs.
- Deal pipeline Application, underwriting, offer, contracts, funding, servicing: your actual stages, with SLA timers on each.
- Document center Every file and contract organized against the deal, with completeness visible at a glance instead of buried in inboxes.
- Task automation Every stage carries its tasks and timers, so a file moves because the system moved it, not because someone remembered.
- Offer engine Your underwriting rules encoded, so offers are 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 AI assists with drafting, document handling, and summaries where it earns its keep. 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.
We scope it, then ship a working system built around 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 short-term business funding deals. Does this fit?
Yes. Short-term business funding and revenue-based financing are verticals we know well: application intake, underwriting, offers, contracts, servicing, and renewals, 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 automation 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?
Scoped and priced once the problem is clear. A first working pipeline ships, then grows module by module while your team is already using it.
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.