Client Management
Funding Broker CRM
Keep your entire funding portfolio organized in one place. Funding Machine's CRM is built for funding brokers — track applicants, deal stages, and client records with powerful search and status tracking across your whole book of business.
What it does
- Manage and track all client records with search, filters, and status tracking across your portfolio
- Real-time pipeline visibility — applicants, deal stages, conversion rates, and total funded at a glance
- Log every touchpoint with integrated calling and SMS without leaving the platform
- Keep notes, documents, and deal history attached to each client record
Built for funding brokers
Unlike a generic CRM, Funding Machine is designed around the funding workflow. Every client record connects to credit analysis, underwriting, funding plans, and agreements — so your team moves from intake to funding without switching tools.
Pipeline analytics
See your entire pipeline at a glance. Track applicants through each deal stage, monitor conversion rates, and watch total funded volume grow — all in real time, without building a custom dashboard.
Good to know
- Funding Machine CRM is purpose-built for funding brokers; it is not a general-purpose sales CRM.
- Client data is only as accurate as what your team enters — keeping records up to date is your responsibility.
- Credit analysis and underwriting results within the CRM are tools to support your judgment, not a substitute for it.
Ready to see it in action?
Book a personalized walkthrough and we’ll show you how Funding Machine fits your funding business.
Book a Demo