Capture. Collaborate. Close more deals.

The universal broker portal for commercial finance


Close more deals
in less time.

Keep your deal data in one place. Leverage your CRM to provide the correct information upfront. Never lose a deal to the competition.


Improve the quality
of your deal flow.

Your team can finally focus on your broker relationships. Increase the quality and conversion of proposals in your deal flow.








Bank standard security measures to protect personal information and sensitive data
Let us worry about GDPR compliance.

I used to spend 2 hours copying and pasting my data between 2 monitors. Now I can put a deal together within 5 min and not worry about making mistakes.


Curious to see how it works?

We can tell you all about cost savings, time savings, and increased efficiency all day, but we’d rather let you try us out first.

Select an account type below and we’ll get you set-up in our sandbox so you can see firsthand how ConnectedFi can strengthen your ecosystem and help you close more deals, more quickly.