☎
A dialer wired into every deal
Browser calling and two-way texting, local presence caller ID, number rotation, a power dialer with auto-dial, and every call logged to the deal.
The funding engine for business-finance teams
The CRM that runs your
entire funding floor.
Leads, calls, AI, underwriting, lenders, funding and your whole office in one platform, tailored to the way your company works and branded as your own.
- Built for merchant cash advance and business lending
- White-labelled for every client
- Desktop, iPad and iPhone
CRM & pipelineBuilt-in dialerAI assistantStatement underwritingLender matchingCampaignsSyndicationCommissionsCall recordingsDocs · Sheets · SlidesTeam chat & meetingsMerchant portal
THE WALKTHROUGH
From first call to funded,
without leaving the platform.
Follow one deal through FundPilot. Every screen below is the real workflow, shown with sample data.
- 01
Leads arrive sorted and scored
Web forms, imports and lead vendors land in one inbox, tagged by source, scored and routed to the right broker automatically.
- 02
Call straight from the deal
Click any number to call it with a local caller ID. Dial any number and its deal opens beside the keypad: stage, offer range, lender status, documents and history.
- 03
The AI assistant does the typing
Paste or speak the merchant's details and the assistant drafts the application, emails and texts. You review and confirm before anything is saved or sent.
- 04
Underwrite statements in minutes
Upload bank statements and get deposits, balances, NSFs and existing positions, each figure linked to the page it came from.
- 05
Match lenders and submit in one pass
Every file is scored against each lender's guidelines. Submit to several at once and their replies thread back onto the deal.
- 06
Fund, syndicate and get paid
Contracts, funding, participations, payment schedules and broker commissions are tracked on the same record, start to finish.
- 07
Your whole office, built in
Docs, Sheets, Slides, whiteboards, forms, file storage, team chat and video calls live inside the CRM, private to your company.
YOUR BRAND, NOT OURS
One engine.
Endless identities.
Every client gets a CRM that looks and feels like their own company: their logo, colors, domain, language and workflow. Pick a brand below and watch the same platform transform.
Sample brands created for illustration. Your CRM is built from your own identity.
TAILORED TO EACH BUSINESS
We don't hand you software.
We build your platform.
Every FundPilot deployment is configured around how your team actually funds deals. Nothing generic, nothing you have to work around.
1
Discovery
We map your funnel, products, lenders, team structure and the numbers you manage by.
2
Brand & domain
Your logo, colors, typography and your own web address, on every screen and every device.
3
Workflow
Pipeline stages, required documents, fields, scripts, approvals and roles that match your process exactly.
4
Integrations
Your lenders, phone numbers, mailboxes, lead sources and the tools you already rely on.
5
Migration
Deals, contacts, lenders and history move over from your current system, planned around your funding calendar.
6
Launch & training
A pilot team first, then the whole floor, with hands-on training and safe practice mode for new brokers.
Look & feel
- Logo, colors and fonts
- Light and dark themes
- Your domain and email sender
- Branded merchant portal
How work flows
- Custom pipeline stages
- Fields and checklists per product
- Lead routing rules
- Approval steps and limits
Who sees what
- Roles for owners, managers, brokers
- Office and team structure
- Investor and partner access
- Full audit trail
How you sell
- Call scripts and dispositions
- Text, email and call campaigns
- AI assistant tuned to your process
- Reports on your numbers
EVERY SCREEN, EVERY DEVICE
Desk, couch or curbside.
The floor goes with you.
Every page adapts to desktop, iPad and iPhone, so brokers can take a call, check a file or approve a deal wherever they are.
Desktop
iPad
iPhone
EVERYTHING IN ONE PLACE
Replace the stack.
Keep the momentum.
✦
AI that knows your pipeline
Answers from live CRM data, drafts applications and messages, and never sends or saves without a person confirming.
◎
Call recordings & transcripts
Recorded calls become searchable transcripts with summaries and next steps, linked to the deal.
▤
Statement underwriting
Deposits, balances, NSFs and stacked positions, cited to the source page.
⇄
Lender matching
Guideline scoring, batch submissions and offer comparison in one view.
◆
A full office suite inside the CRM
Real-time documents, spreadsheets that open Excel files, presentations, whiteboards, forms, file storage with version history, team chat and video calls.
✉
Campaigns
Text, email and call sequences that respect local time and stop on reply or funding.
%
Syndication & commissions
Participations, schedules, payoffs and broker payouts on one ledger.
⌂
Merchant portal
A branded place for merchants to upload documents and complete applications.
PRIVATE BY DESIGN
Your data stays yours.
Each company runs in its own isolated workspace. Personal files stay private until shared, every sensitive action is recorded, and the AI can run privately so deal data never reaches a public model.
- Isolated workspacesOne company can never see another's records, files or messages.
- Two-factor sign-inAuthenticator apps, recovery codes and session controls for every user.
- Full audit trailExports, downloads and changes are logged by person and time.
- Role-based accessOwners, managers, brokers, investors and partners each see only what they should.
- Private AI optionRun the assistant on private hardware, away from public AI services.
SEE YOUR VERSION
Let's build the platform
your floor deserves.
Tell us about your team. We'll walk you through FundPilot and show you what it looks like with your brand and your workflow.
- A live walkthrough with your use cases
- A mock-up in your brand colors
- A rollout plan for your team