Deal Pipeline Management
Custom data model, objects, fields, and business logic for deal management aligned with the business processes of the funding space.
Easy document upload
Third Party Integrations
Tight integrations with complementary applications that deliver services critical to alternative lenders.
Review and monitor renewals. Renewal eligibility charts, track potential renewals, create renewal Opportunities, delay eligibility, create follow-up tasks, send mass emails.
Reports and Dashboards
Reports & Dashboards to Monitor key performance indicators and important metrics related to underwriting. (20 pre-built reports. 2 pre-built dashboards)
Track Brokers / ISOs, contact info, commissions, submissions & general onboarding info.
Here are a few specific examples of results we’ve produced for our clients.
IMPROVED INVESTOR RELATIONS
30% increase in investment
INCREASED SALES CONVERSIONS
Increase conversions by 21% within 1 year
Speed up turnaround time by 20%
BETTER INSIGHTS & GREATER VISIBILITY
Application intake increased by 220%
INCREASED OVERALL REVENUE
Increased revenue by 32% within 1 year
MORE ACCURATE, REPORTABLE DATA
Decrease of errors by 95%
IMPROVED OPERATIONS ACCOUNTABILITY
Unlike a hodge-podge of outdated and unconnected systems, each handling only a single element in the lending process, Fundingo helps alternative lending and interest-based loan companies on the Salesforce platform attract and close more deals, accelerate the underwriting process, generate more pricing options, reduce errors, and ensure greater consistency.