The funding engine for business-finance teams
Leads, calls, AI, underwriting, lenders, funding and your entire office — one platform, tailored to the way your company works and flown under your own brand.
The flight plan
Follow one deal through FundPilot. Every waypoint below is the real workflow, shown with sample data.
Web forms, imports and lead vendors land in one inbox, tagged by source, scored and routed to the right broker automatically.
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.
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.
Upload bank statements and get deposits, balances, NSFs and existing positions — each figure linked to the page it came from.
Every file is scored against each lender's guidelines. Submit to several at once and their replies thread back onto the deal.
Contracts, funding, participations, payment schedules and broker commissions are tracked on the same record, start to finish.
Docs, Sheets, Slides, whiteboards, forms, file storage, team chat and video calls live inside the CRM, private to your company.
Your brand, not ours
Every client gets a CRM that looks and feels like their own company — their logo, colors, domain, language and workflow. Choose a livery and watch the same platform repaint itself.
Sample brands created for illustration. Your CRM is built from your own identity.
Tailored to each business
Every FundPilot deployment is configured around how your team actually funds deals. Nothing generic, nothing you have to work around.
We map your funnel, products, lenders, team structure and the numbers you manage by.
Your logo, colors, typography and your own web address, on every screen and every device.
Pipeline stages, required documents, fields, scripts, approvals and roles that match your process exactly.
Your lenders, phone numbers, mailboxes, lead sources and the tools you already rely on.
Deals, contacts, lenders and history move over from your current system, planned around your funding calendar.
A pilot team first, then the whole floor, with hands-on training and a safe practice mode for new brokers.
Logo, colors and fonts
Light and dark themes
Your domain and email sender
Branded merchant portal
Custom pipeline stages
Fields and checklists per product
Lead routing rules
Approval steps and limits
Roles for owners, managers, brokers
Office and team structure
Investor and partner access
Full audit trail
Call scripts and dispositions
Text, email and call campaigns
AI assistant tuned to your process
Reports on your numbers
Every screen, every device
Every page adapts to desktop, iPad and iPhone, so brokers can take a call, check a file or approve a deal wherever they are.
Everything in one place
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.
Answers from live CRM data, drafts applications and messages, and never sends or saves without a person confirming.
Recorded calls become searchable transcripts with summaries and next steps, linked to the deal.
Deposits, balances, NSFs and stacked positions, cited to the source page.
Guideline scoring, batch submissions and offer comparison in one view.
Real-time documents, spreadsheets that open Excel files, presentations, whiteboards, forms, file storage with version history, team chat and video calls.
Text, email and call sequences that respect local time and stop on reply or funding.
Participations, schedules, payoffs and broker payouts on one ledger.
A branded place for merchants to upload documents and complete applications.
Private by design
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.
See your version
Tell us about your team. We'll walk you through FundPilot and show you what it looks like with your brand and your workflow.