Brokers-02-04.jpg

End-to-end broker solution.

Instead of using 7 different logins, keep your applications, files, contacts, and deals all in one place allowing you to close deals faster and more efficiently.

Shorten time to get a funder decision.

Send funder packages in a format that is easy to process. Our standardized and universally accepted format slashes turnaround-time on funder decisions.

Look professional to both your customers and funders.

Farewell to embarrassing finger fudges. Your customers and partner funders always work from the data you want them to see.

Your clients, your data, your deals…under your control.

Broker submitted data is only shared with funders when allowed access. Your client data remains yours, always.

roundpng-01.jpg

1 Day Implementation

Have you been avoiding implementing a system because implementations drag on forever?  Implement ConnectedFi in ONE day.

roundpng-02.jpg

Borrower Portal

Your borrower's application, files, approvals, messaging, and progress is now all within one secure portal that the borrower can access at any time.

roundpng-03.jpg

Organized Deal Flow

Stay on top of what you send to customers and to funders through deal statuses. Know who and when you need to follow up with at your fingertips.

roundpng-04.jpg

Manage Relationships

Analytics and contact management help you understand the health of your relationships with customers, vendors, and funders.

Mockup.jpg

Ready 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.

Click 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 in less time.