Built-In Tools
Built-In Tools & Integrations
Reach clients instantly and keep your pipeline moving. Funding Machine includes built-in calling and SMS, and connects every module — CRM, credit analysis, underwriting, funding plans, agreements, and invoicing — in one platform.
What it does
- Integrated calling and SMS without leaving the platform
- Log every touchpoint and automate follow-ups
- Contract generation in clicks
- Generate and send invoices from the same workspace
Built-in communication
Call and text clients directly from their record. Every touchpoint is logged automatically, follow-ups can be automated, and your team never has to leave the platform to keep a deal moving.
One connected platform
Funding Machine isn't a collection of disconnected tools. CRM, credit analysis, underwriting workflows, funding plans, agreements, and invoicing all share the same data — so a change in one place flows through the entire deal.
Good to know
- Built-in calling and SMS are included features, not third-party integrations.
- Available communication features depend on your plan configuration.
- If you need a specific external system connected, ask during your demo and we can discuss what's supported for your setup.
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