Integrations
Works with the way you already work
8 integrations you can use today, and an honest list of what is being built. Anything not marked Available is not in the product yet.
Email from the app
Send each lender its submission email, with the package attached, straight from the app under your name. Replies go to your own inbox.
How it worksYour email client
Prefer your own mail app? Open the generated submission email in Outlook, Gmail or Apple Mail with one click, then mark it sent.
How it worksGmail and Outlook mailbox
Connect your mailbox to send from your own address and pull lender replies and offers back onto the deal.
Import and export
CSV and Excel import
Bring in leads, or merchants with their owners, from a CSV or XLSX file. Columns map automatically, duplicates are caught, and big files run in the background.
How it worksLender list import
Load your lender directory from a spreadsheet instead of typing it in.
How it worksCommission and remittance files
Upload a lender's commission statement or remittance CSV and match it to your funded deals.
How it worksCSV export
Export any list, with its current filters, to CSV. Your data is never locked in.
How it worksOne-click CRM import presets
Presets that map a full export from the CRM you use today onto leads, merchants and deals in one step.
Lead capture
Online application form
Your own application link, with bank statement upload and consent captured. Share it, give each rep a referral link, or embed it on your website.
How it worksPhone and SMS
Tap to call
Every phone number is a link: tap it on your phone, or click it to call through your computer's calling app.
Click-to-call dialer (Twilio)
Call from the browser, with calls and recordings logged on the timeline automatically.
SMS (Twilio)
Two-way texting with consent tracking, opt-outs and quiet hours built in.
E-signature
DocuSign, PandaDoc and BoldSign
Send applications and contracts for signature and track their status on the deal.
Bank data
AI statement parsing (Claude)
Upload bank statement PDFs and get monthly deposits, balances, NSFs, negative days and existing positions filled in for you.
Bank connect (Plaid)
Send a merchant a link to connect their business bank account instead of uploading statements.
Billing
Card billing (Stripe)
Pick a plan, add seats and pay by card in the app.
Developers
REST API
Read and write leads, deals and submissions from your own systems.
Webhooks and Zapier
Get notified when a deal changes stage or funds, and connect other tools without code.
Need something that is not here?
Tell us which tool your shop depends on. Requests from customers decide what we build next; see the roadmap.
From application to funded, on one screen.
Tell us about your shop. We set up your workspace and import your data from your current CRM.