Multi-Source Funding
Funding Plans
Find the right funding strategy for every client. Build and compare multi-source funding plans — card stacking, term loans, and more — all in one organized workspace.
What it does
- Build and compare funding strategies in one organized workspace
- Card stacking, term loans, and more
- Plans connected to client records and underwriting results
- Generate agreements and send invoices from the same workspace
Multi-source strategies
Every client's situation is different. Funding Machine lets you build funding plans that combine multiple sources — so you can present the best options and compare them side by side.
From plan to agreement
When a client picks a plan, generate the agreement in clicks and send an invoice without leaving the platform. The entire flow from plan to funded deal stays in one place.
Good to know
- Funding plans are recommendations based on available data; actual approval depends on the lender.
- Plan accuracy depends on the credit and financial data entered for each client.
- Available funding products may vary by state and lender network.
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