Structure. Quote. Close.
The professional equipment financing CRM for loan brokers. Structure deals, manage lender relationships, and close more transactions.
Built for equipment finance brokers
Manage your pipeline, structure deals, and close more transactions.
Deal Pipeline
Track deals from lead to funded. Status badges, filters, and quick actions keep your pipeline visible.
Loan Sale Calculator
See potential profit when selling deals to banks. Enter buy rates and compare gain on sale.
Quote Generation
Build structures, snapshot quotes, and send proposals to clients. Track sent and viewed status.
Client Portal
Invite clients to view their deals and quotes. One place for your team and your customers.
How it works
1
Structure the deal
Add client, equipment, and lender. Create financing structures with terms and rates.
2
Generate quotes
Snapshot a structure into a quote and send it to your client. They can view and respond.
3
Close and fund
Move the deal through submitted, approved, and funded. Archive when done.
One place for your brokerage
- Track deals, clients, and lenders in one CRM
- Calculate gain on sale before you sell to the bank
- Send professional quotes and track when clients view them
- Give clients a portal to see their deals and documents
- TVM, amortization, and AFR rate tools built in
Built for equipment finance professionals
Secure, multi-tenant platform. Your data stays in your company. We help you structure deals and serve clients—we don’t lend or advise on specific transactions.