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About Fundflow

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FundFlow is built specifically for business loan brokers and funding agencies who want a more efficient way to turn leads into completed funding applications.

Instead of manually calling, texting, and following up with every prospect, FundFlow automates the follow-up and application process from start to finish. Our system engages interested leads, guides them through a structured funding application, and securely collects the required information and documents.

Once an application is completed, everything is organized and delivered so brokers can move directly to underwriting or lender submission — without chasing paperwork or managing fragmented systems.

FundFlow is designed to save time, reduce lead drop-off, and help brokers focus on closing deals, not administrative work.

What FundFlow Does

• Automates follow-ups with funding leads

• Collects complete funding applications and bank statements

• Delivers lender-ready submissions

What FundFlow Does Not Do

• Generate leads

• Run marketing campaigns

• Replace underwriting or lenders

Automated Follow-Up Messaging

FundFlow sends consistent, professional follow-up messages based on lead activity to keep applicants moving forward without manual outreach.

Powered by automation and predefined messaging logic.

Guided Application Experience

Applicants are guided through a structured, step-by-step funding application designed to reduce drop-off and increase completion rates.

Smart Broker Notifications

Get notified only when action is needed — such as stalled applications or completed submissions — so you can step in at the right time.

Only Step In When There’s Real Funding Intent

Most funding leads require multiple follow-ups before they ever submit an application. FundFlow automates that process for you.

Our system handles the outreach, reminders, and application flow so you only engage when a prospect has real intent — such as when an application is completed or action is required.

That means less time chasing leads and more time reviewing submissions and closing deals.

Why People Choose Fundflow

986

Satisfied Customers

2036

Successful Projects

24%

Average Conversion

100%

Guaranteed Results

Our Mission

To simplify how business loan brokers turn leads into completed funding applications by automating follow-ups, application intake, and document collection.

FundFlow was built to remove the time-consuming manual work that happens between an initial inquiry and a completed funding application.

By automating outreach, reminders, and application workflows, FundFlow allows brokers to focus only on real funding intent — not unanswered messages, stalled leads, or incomplete paperwork.

  • Automated follow-ups until applications are completed

  • Structured, lender-ready application collection

  • Clear visibility into application status and next steps

Fundflow Standards

Operational Peace of Mind

FundFlow handles consistent follow-ups and application workflows so nothing falls through the cracks — without manual oversight.

Consistent Follow-Ups

Automated outreach continues based on lead activity and application status, ensuring prospects are consistently engaged until a clear outcome is reached.

Simplified Broker Workflow

Reduce your role from constant follow-up and administration to reviewing completed applications and submitting deals to lenders.

Less Work, More Wealth

778-995-9872

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