Your deals. Your brokers. All in one place.

Brokers can share deals with you instantly, and you’ll receive professional proposals and supporting documents all in one place.

Universal Broker Portal

With all your brokers using the same system, you can say goodbye to messy documents and incomplete data.

Realtime Updates

Always work from the most up-to-date information. When a broker changes a proposal, adds a new files, or updates missing information, your team will be notified, instantly.

Actionable Insights

Quickly anticipate new trends with our analytics dashboard. Benchmark your performance against the industry and discover opportunities within your broker network.

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.


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.