Starter
$147 / month
Organize your first active files.
- Up to 25 active deals
- Document collection and applications
- Submission packet builder
- Up to 10 lenders
- Email support
For business finance brokers
Your next deal needs you.
The paperwork doesn’t.
Move from application to lender-ready file, with analysis, lender matching, and follow-through in one workspace.
Your relationships. Your brand. You approve what goes out.
Your deal deskSample data
Equipment financing
Example Fleet Services
Replacement truck • $120,000 requested
Ready for broker review- Merchant application Received
- Requested documents Collected
- Statement analysis Review findings
- Your lender criteria Compare matches
FunderBuddyThe file is together. Review the findings and choose your next move.
Understand the file.
Review statement findings and potential stacking.
Find lender fit.
Compare against your own lender criteria.
Move the deal forward.
Keep your pipeline and lender handoff connected.
The tools behind the deal
Your deal desk.
Without the scattered work.
Eight connected tools. Explore the ones that matter to your brokerage.
Explore all 8 tools Analyzer · Stack Detector · Pipeline · Lenders · Websites · Compliance · AI · Portal
Statement Analyzer
Read the financial story before you place the deal.
Turn uploaded bank statements into a structured review of the numbers and transactions that deserve your attention.
- Average daily balance, deposits, NSFs, and negative days
- Recurring debits and potential funding positions
- A summary and flags to check against the source statements
AI-extracted figures require broker review. Missing or unreadable information is not a clean bill of health.
A deal desk that follows the deal.
Tap through one sample deal, from application to submission.
Example Fleet ServicesSample workspace
Interactive illustration using fictional data. No documents are uploaded and nothing is sent to a lender.
Try lender matchingChange the amount. See the fit.
Your lenders. Your criteria.
See the fit.
Know the reason.
Change the amount to compare these fictional lender criteria.
This demo checks amount and product only. The app also checks the criteria you maintain for industry, state, time in business, revenue, FICO, and positions. No approval prediction.
Example lender comparisonFictional criteria
Meet your AI deal assistantAsk a sample question.
Meet your deal-desk assistantAsk a question.
Find your next move.
Ask about stale deals, lender exclusions, or renewals. Choose your FunderBuddy avatar in Settings.
Sample answer
Pick a question to see an illustrative answer. Your signed-in assistant works with your own workspace data.
Explore website templatesPreview six funding niches.
Your brand.
Your front door.
A branded place for merchants to start. Enterprise includes custom domains and full white labeling.
Illustrative broker website
Keep your fleet moving.
A focused front door for equipment financing and working capital enquiries.
Build around my brandChoose the workspace for your book.
Start with the tools for your current book. Choose Pro for deal analysis and lender matching, or Enterprise for a branded team workspace.
Pro
$297 / month
Review and manage ongoing deal flow.
- Unlimited active deals and lenders
- Statement analysis and lender ranking
- Renewal watch and commission splits
- Up to 3 team seats
- FunderBuddy guided assistant
Enterprise
$497 / month
First month $97, then $497/month. Founding rate stays locked while your account remains active.
- Everything in Pro
- Unlimited seats
- Stack Detector
- Full white label and custom domain
- Priority support and onboarding
Need help choosing?
Talk about my brokerageTell us how you run your brokerage. We’ll help you find the right fit.
All three plans continue to Stripe checkout. Starter and Pro bill monthly at the listed price. Enterprise is $97 for the first month, then $497 per month. Review billing terms before purchasing. AI features depend on service availability; ask us about usage and onboarding before choosing a plan.
The lender handoff, connected
“Can you resend that?”
Give lenders a better way.
Lenders sign in to access their assigned submissions, download available files, and confirm receipt.
How lender access works
- Submit to your lender’s contact email.
- The lender signs in with that email at /portal.
- They access available files and confirm receipt.
Email download links remain single-use and expire after 48 hours. Portal access is separate and follows the brokerage’s availability settings.
Illustrative lender view · fictional data
Your assigned submissions
Example Fleet Services
Equipment financing$120,000
Equipment financing$120,000
Submission cover sheetAvailable
Supporting documentsAvailable
Receipt statusConfirmed
Sign-in connects the lender to submissions associated with their contact email.
Built around how brokers work.
Do I bring my own lenders?
Yes. FunderBuddy compares deals with the lenders and criteria you add to your private rolodex. The software does not supply lender agreements or guarantee acceptance.
Does AI decide where a deal goes?
You review the statement findings and select the lender. The matching engine checks your stored criteria and shows fit and exclusion reasons. A fit score is not an approval probability.
Can I use it with an existing brokerage?
Yes. Keep incoming files and your existing lender relationships organized in one workspace. If you need to migrate an existing book or connect another CRM, talk to us about your requirements before signing up.
Can I use my own brand and domain?
Enterprise includes full white labeling and a custom domain. Ask us to confirm the setup for your brokerage before purchase.
Where can I check state requirements?
Visit the state research tool for dated summaries and links to state regulators. It is general information, not legal advice. Verify current rules directly with the regulator.