Close More Deals, Faster.Amplifying the power of the Salesforce.com platform, the World’s #1 Customer Relations Management system, FUNDINGO provides the alternate lending industry with an automated, easy-to-use system that gives you the tools you need to close more deals faster and grow your business. Our clients have seen:
One Platform. Everything You Need.
Marketing Automation Generate, nurture and convert high quality leads
Lead Management Drive rapid lead response to close more deals in less time
Workflow Automation Automate follow up and notifications for a higher close ratio
Reports & Dashboards Gain full visibility so you can make actionable and informed decisions
ACH Payments Easily collect and schedule recurring payments and fees
Syndication Built in syndication functionality for easy fund participation
Integration Extend our platform with unlimited apps and API integrations
Mobile Have instant access to your deals and business data wherever you are
- The Fundingo team were extremely knowledgeable with an excellent ability to understand our specific needs and requirements.
- Our processes and workflows are smoother and faster. We’re able to deliver to our customers in less time and focus on the best deals. Our ROI has increased dramatically.
- Within weeks of implementing Fundingo, our conversions were higher and we were delivering capital in record time. We had full Company visibility and control of our processes.
Meet the Fundingo Platform
Sell MoreClose FasterManage PortfolioGain Insight
Get the most from your marketing dollars and sales efforts with Fundingo’s powerful tools.
Create Marketing campaignsthat generate, nurture and convert high quality leads
Follow up automationensures no leads fall through the cracks
Lead managementwith robust lead scoring that identifies leads worth spending time on
Seamlessly manageISO and Broker referrals with our integrated system
Automate direct sales channelsand processes so you can spend more time closing deals
Make more sales callsin less time with our phone integration with auto-dialer capabilities
Managing the entire loan process has never been easier than with Fundingo.
Workflow automationallows you to automate your follow up and notifications for a higher close ratio and manage loans with ease
Easily track and manageapplications, submissions, offers and stipulations to seal the deal more quickly
Bank selection tooland submission automation allows for rapid transactions and higher approval ratio
Unlimited possibilitiesfor integration with other applications and funding systems
Built-in syndicationfunctionality for easy fund participation
Maximize renewalswith Fundingo’s powerful renewal management dashboard
Fundingo’s finance management features allow you to manage deals with ease.
ACH paymentsallows you to collect fees, payments and create recurring transactions
Minimize errorsand processing times with our deal entry wizards
Loss mitigationand collections makes running a successful business a breeze
Commission Managementallows you to track receivables and payables
Fundingo’s custom reports and dashboards allow you to make the best decisions to grow your business.
Fast Fact:Our clients were able to cut the time needed to prepare reports by an average of 52 percent.
Business intelligenceanalytics make data actionable
Customize reportinginstantly through drag and drop report builder
ROI reportingensures your time and money is well spent
AppsMaximize your Fundingo capabilities with over 2500 apps from the Salesforce AppExchange
top fundingo apps