Stop patching. Tell us what's not working and we'll build the whole fix — CRM, automations, SOPs, dashboards — no calls, no back-and-forth.
A purpose-built deal management system for business funding brokers and ISOs. Here's what we built, why we built it, and what it does.
Track every deal from submission to funded with custom stages, deal types, and status flags.
Centralize every broker relationship — referrals, commissions, and deal performance in one view.
Structured submission queue with document checklists per deal type. No deal falls through the cracks.
Built-in compliance checklists per deal type. Requirements tracked automatically — nothing missed.
All incoming applications organized by stage, source, and deal type — fully searchable.
Live dashboard with funded volume, pipeline value, broker performance, and approval rates.
Tell us about your team and deal volume. We'll configure FundStack CRM around how your funding business actually works and hand it off ready to use.
From solo brokers to full agencies — here's what operators say after going live on FundStack CRM.
"We were tracking deals in three different spreadsheets and losing commission on broker referrals we forgot to follow up on. FundStack CRM fixed all of that in a week. Everything's in one place now."
"I didn't have to get on a single call. Submitted the intake, they asked a few questions over email, and five days later I had a fully working CRM with my deal stages, my lenders, everything. Exactly what I described."
"The underwriting queue alone was worth it. Before, deals would just sit in my inbox and I'd lose track. Now every submission has a checklist and a status. My approval rate went up just from being more organized."
FundStack CRM is what we built for the funding industry. But we also build custom systems for businesses that need something specific to their workflow. Tell us what you need.
One focused deliverable — CRM setup, automation workflows, lead gen system, SOP library, or KPI dashboard. Best for one specific pain point.
Two to three systems connected together — CRM + automations + SOPs, or a full sales ops stack. Best for growing teams with multiple broken processes.
End-to-end ops infrastructure — CRM, pipelines, automations, dashboards, SOPs, and lead gen — all built, integrated, and handed off. Best for funded teams in operational chaos.
Optional add-on: ongoing support retainer from $400–$800/mo
Get FundStack CRM configured for your funding operation — or tell us what else you need built. No calls. No proposals. Just results.