The CRM that knows what a submission is.
Submissions, offers, stips, and funded positions, tracked in stages your team already thinks in. Not a generic sales funnel with the labels changed.
// The pipeline
Submission to funded, in your language.
001Application in
App and statements land in one record, tagged to the partner who sent them.
002Submitted
One deal, many funders. Every submission tracked separately with its own clock.
003Offers in
Terms side by side. Factor, term, payment, and net to merchant on one line.
004Stips out
Every outstanding stip on a checklist, with who owns it and when it was asked for.
005Funded
Position, commission, and payout recorded the day the wire clears.
// Modules
What your desk gets on day one.
No implementation quarter, no consultant. Import your current pipeline, name your stages, and start submitting.
Deal room
Every document, note, and submission on one merchant record. Nothing lives in a rep's inbox.
Offer compare
Stack funder terms in one table so the rep can pitch the right one in the first call.
Stip board
Outstanding conditions per submission, with age. The reason deals die, made visible.
Commission
Splits calculated on funded amount, by rep and by referral partner, with a paid flag.
Suite hooks
VeriMark protects the paper, Fundfriend feeds the partners, rcrdme sends the walkthrough.
Your stages
Rename, reorder, or cut any stage. The tool bends to your shop, not the reverse.
// Next step
Bring one live deal. We'll run it through.
Forty-five minutes, your pipeline, your stages. If BrokerBase does not fit how your shop funds, we will say so.