Streamline Business Funding Applications Through Smart Automation
From lead follow-up to lender-ready applications — fully automated.
Empower your business with transformative
power of intelligent automation.
Automatic
Follow Ups
Automatically Follow Up with your leads.
Collect Bank Information
Seamlessly collect Business and Bank Information from your contacted leads.
Lead & Application Management
Keep your contacts strategically organized, and properly tagged throughout the client nurturing process
INCREASE
Unlock the power of Fundflow for your business.
FundFlow helps business loan brokers turn funding leads into complete applications without manual work.
Our automation handles follow-ups, application collection, and document intake so you can focus on closing deals instead of chasing paperwork.
- Stay ahead of the competition
While others rely on manual follow-ups, FundFlow runs automated outreach that keeps leads engaged until they apply.
- Enhance your customer experience
Applicants get a clear, secure, and professional application flow that builds trust and increases completion rates.
FEATURES
Automate Funding Applications and Close Faster
FundFlow automates how funding leads are followed up, qualified, and converted into complete, lender-ready applications — without manual chasing.
- Automated Lead Follow-Up
Instantly engage funding leads via SMS and email until applications are completed.
- Application Completion Automation
A guided, professional application flow that reduces friction and increases completion rates.
- Lender-Ready Application Delivery
All applications, bank statements, and documents organized and ready for submission.
Successful Projects
Satisfied Customers
Streamline Funding Applications with Powerful Automation
FundFlow automates follow-ups, application intake, and document collection so funding leads turn into complete applications without manual effort.
- Automated Follow-Ups That Never Miss a Lead
Consistent SMS and email follow-ups keep prospects engaged until their application is completed.
- Guided Funding Application Experience
A clear, professional application flow that reduces drop-off and increases completion rates.
Fundflow Products
Personalized Follow-Up Messaging
Relevant, professional follow-ups based on applicant-provided information to increase engagement and completion rates.
Compliant & Reliable SMS Messaging
Send text messages that follow carrier rules so your messages get delivered and your phone numbers stay active.
Applications on Demand
Turn interested leads into complete, lender-ready funding applications — automatically.
Choose Your Fundflow Plan
Basic
$2,000
annual usage fee
Up to 3 Applications / Month
Automated Messages
Automatic Follow-ups
Video Application Optimization
Full Applications
Daily Reporting
Automated Pipeline Tracking
TCPA Compliant Messaging
AI Calendar Booking
Virtual Assistant Automatic Leads Import
Professional
$5,000
annual usage fee
Up to 10 Applications / Month
Automated Messages
Automatic Follow-ups
Video Application Optimization
Full Applications
Daily Reporting
Automated Pipeline Tracking
TCPA Compliant Messaging
AI Calendar Booking
Virtual Assistant Automatic Leads Import
Ultra
$6,500
annual usage fee
Up to 50 Applications / Month
Automated Messages
Automatic Follow-ups
Video Application Optimization
Full Applications
Daily Reporting
Automated Pipeline Tracking
TCPA Compliant Messaging
AI Calendar Booking
Virtual Assistant Automatic Leads Import
Book a meeting with us today
Ready to elevate your marketing? Fill out the form below, and our team will craft a solution for your needs.
778-995-9872
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