Live deals being funded now with Fintology
From signup
to funded — in
one platform.
Fifteen steps. One portal. Zero busywork. Watch every moment of the journey, from the first signup to the moment your client wires.
Sign up in seconds.
Drop in your email, set your password, you're in. The portal is yours from the first click.
Link your domain.
Connect yourbrand.com in one paste. We auto-issue SSL and point the portal to your URL.
Drop in documents — optional.
Upload your own agreements, place signature, initial, and date fields. Clients sign before they apply. Our platform makes your documents legally binding!
Link your CRM — optional.
Connect HubSpot, GoHighLevel, Close, Salesforce, Pipedrive & many more. Two-way sync, no other third party solutions required.
Design your portal — optional.
Pick a theme, drop in your logo, set the colors. Your portal, your brand.
Share the link or embed the widget.
Send the shortlink in a text. Embed the widget on your site. Embed the link iin a button. Clients land where you need them.
Personal and business funding or BOTH.
Your client picks the path. One portal handles both — no second account, no second flow.
One 2-minute application.
Optional Plaid-style bank link offered to your clients for higher approval odds. Personal and business in the same flow.
Soft tri-merge credit pull.
Experian, Equifax, TransUnion — pulled instantly, zero hit to your client's score.
AI sequences lenders.
Our engine ranks the right lenders in the right order, optimized for approval likelihood.
Broker + client see qualified options.
Side-by-side offer cards — APR, term, amount. Everyone sees the same truth.
Select products to apply for.
Let the client pick — or lock it down and select on their behalf before letting your clients see. Your settings, your call.
Apply. AI tracks every status.
Pending, denied, approved — the AI watches every lender response so you don't have to.
Lenders communicate with client inside the portal.
No email tag, no missed messages. Every conversation lives next to each application.
Approved? You auto-invoice.
We trigger the invoice on approval. You get paid as fast as your client gets funded.
System reaches out to lenders for you.
When the application is complete, our system pings every applicable lender on your behalf and shares your client's application card — so you collect the commissions you're owed from lenders that pay them.
Unpaid invoice? We handle collections.
If a client doesn't pay, we manage collections and credit reporting end-to-end. Track every stage in your dashboard — including who the debt is sold to once it leaves Fintology.
The whole platform,
in three motions.
Stop chasing lenders.
Start funding clients.
See the whole platform run live — your portal, your clients, your sequencing.