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    Powerful features

    Everything you need to fund more deals without increasing your workload. Scale up with Fundmore.

    View pricingGet a free demo
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    ADVANCED SOLUTIONS

    Built and battle tested for MCA

    We come from this industry, and we understand it. You might be so used to the old way of doing things that you never thought something like this could be possible. Well, it is. Fundmore solves the problems that you didn't even know you had.

    Restrict access to the right people

    We'll set up role-based permissions so that reps can only see their own deals, while managers can see anyone on their team's.

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    Filter your lenders automatically

    If you choose, we'll set up custom filters to show which of your lenders are the best fit for each deal based on matching criteria.

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    Attribute your sales

    You don't need to be a marketing expert to see where the money's coming in from. Fundmore will give you a breakdown of each lead source, adding up all the numbers for you. Make informed decisions with an ROI.

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    Log your approvals

    Enter the details of an approval as it's given from the lender. Fundmore will calculate the payment for you, as well as the commission and total payback.

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    Monitor your performance

    Gain insight into how you're doing with dynamic charts. The dashboard offers a real-time overview of KPIs.

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    THOUGHTFUL DESIGN

    All the little things that matter

    Everything you need, nothing you don't. It's these small touches that make our platform so enjoyable to use.

    Unified search

    Click ⌘K anywhere in the app to open the quick navigation popup. Jump to any page or any action on the spot.

    Light mode

    While dark mode is the default, sometimes light mode is easier to see. Toggle between the two with one click.

    Comments section

    Add a time-stamped comment to any record for teammates to see. Write in rich-text formatting and attach files.

    Notification center

    Every time someone tags you, a notification will pop up on your screen. View your unread notifications at once.

    Open in Gmail

    Click the Gmail button on any deal or submission to find it in Gmail right away. Stop wasting time looking for it.

    Portals section

    Portal-only lenders don't get an email. Instead, submissions go to a separate section until you mark them done.

    DATA PRESETS

    Fully functional and ready to go

    Start using Fundmore as soon as you want. Literally, by tomorrow. Data presets are available out of the box, and we're happy to customize anything at your request. We've built it to work best for most shops, but we're always open to improving.

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    Deal statusThree simple options. We auto filter the fully submitted deals into approved, declined, etc.
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    IndustryOur list was made for MCA specifically with all restricted industries. It's easy to filter out lenders.
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    StateFilter out any lenders that restrict the state of a deal. No need to know them by heart anymore.
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    Product requestedOptional. You can ask on the app. Helps to filter for lenders that do reverses or LOCs.
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    MediumNote how you got each deal if you want to figure out where to double down and invest more in.
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    Lender statusKeep track of which lenders you're signed up with, still working on getting, or cut off.
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    Approval statusOnly on hold, pitched, and contracts out show up in the Active section. So you can focus.
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    Submission statusYeah, they're a lot to pick from. You don't have to update subs. It's just for your own records.
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    Legal entityAlso for filtering out lenders that don't fund nonprofits or sole props. Can feed from the app.
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    Lead typeBesides for attributing sales to the lead source, you can see how different types perform.

    CUSTOM WORKFLOWS

    Connect all the tools you know and love

    Our Zapier integration brings in data from 6,000+ apps.
    We'll do the hard work. You just tell us if it looks right.

    New applicationDocuSign, Adobe Sign, PandaDoc, Dropbox Sign, pdfFiller, Jotform — whatever you use for esignatures, we'll map all the fields and sync your apps into the CRM, ready to be sent out.
    Submit dealsWe'll also connect your email account to send out deals from. This could be for each rep, for managers, or one account for the whole shop. You can choose who to CC on each submission.
    Email pitchFor small deals that aren't worth your time, you can send an auto-generated email pitch. We'll make sure it goes straight from Fundmore to the right email account with the proper CCs.
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    NEXT STEPS

    See how we can 10x your output

    Book a time that works to find out what Fundmore can do for your business.

    View pricingGet a free demo
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