Fund more clients, faster.
Your client applies once in your own portal. The file goes to the lenders whose rules it already fits, in the order that keeps the next approval alive, across 500+ lenders and 4,500+ lending products. Our ai systems and application specialists do the submitting. Your fee is invoiced at approval, under your name.
No more burned files.
The file is read against every lender's rules before anything goes out, so your client reaches the lenders that fit, in the order that keeps the next approval alive. Credit parsed, qualifications identified, bureau strategy applied, by our AI systems and application specialists working as your back office.
Your evenings back.
Our intelligence engine reads your client's credit report and financial profile and matches it against 4,500+ lending products. The products go in rounds, and our AI systems and application specialists submit each one in the best order. You never fill in a lender form again.
Clients who stop texting 'any news?'
Every lender reply lands next to the application and your client sees the status live. Applications, documents, closing: handled. You spend the day on the next client, not the last one.
Hear from other business owners using Fintology
Your clients need capital,
every category, through licensed lenders
Exclusively partnered with
Every type of capital option. One solution.
The capital infrastructure for everyone. Your brand. Our AI engine. The lenders funding.
Fintology knows the lending criteria needed for approvals from our 4,500+ lending products. This includes credit minimums, revenue thresholds, industries, geographies, product types, deal size ranges, & more. Our AI updates whenever a lender's criteria change.
Your client gets pre-qualified, sequenced applications, ready for our AI systems and application specialists to submit, round by round. Offers arrive with credit parsed, bureau strategy applied, and documentation requests organized. Every client's file meets the lender's criteria before it reaches their desk.
Close more deals. Grow your portfolio. Every application goes to a lender whose rules it already fits, in the order that protects the file, and the lender decides each approval, amount and term. You get more volume because Fintology's lender & partner network is always growing.
Fintology reads your client's credit, matches them against 4,500+ lending products, picks which lenders to apply to and in what order, and our AI systems and application specialists submit each round from your portal. When a lender approves, your fee is invoiced that minute.
Client Completes Application
Leverage the power of AI,
on every step
Monday morning, one dashboard: the files in play, the rounds that closed, the fees invoiced, the lender commissions requested. All of it under your name.
Connect your CRM
We are compatible with all major and small CRMs and accounting software. No matter which CRM you use, whether a coaching CRM or one of the big brands, we can send your Fintology data right over. View your clients offers, credit report, and much more directly in your CRM.
GoHighLevel
Connect Fintology right into your Go High Level CRM with a few simple webhooks to get all the data you need.
Close.io
We are compatible with all large and small CRMs, Close.io included!
Hubspot
Don't bother with pesky automations to share your funding portal data, we plug right into Hubspot so you can see what matters most.
Salesforce
We got what you need to connect Fintology right over to your sales force!
Hear What Others Say
Sam P.
Michael R.
Robert G.
Tim W.
Stephen S.
Sam P.
Michael R.
Robert G.
Tim W.
Stephen S.
Enterprise-grade lending software
Dedicated client success manager
Every Fintology customer gets a dedicated Client Success Manager to ensure they have a guide throughout their entire journey of funding their clients with Fintology.
Encrypted at every layer
Fintology encrypts your clients' most sensitive details and uses role-based access control to protect their financial data at every layer.
Automated
A month no longer capped by what you can do by hand. Ten clients or fifty, the matching, the submissions and the invoicing run the same, so you can focus on relationships.
Ready for growth
With Fintology you can fund, invoice, and even have your clients sign agreements within your Fintology portal & more!
Flexible ecosystem
Fintology offers a robust, enterprise-grade integration stack backed by numerous CRM and Accounting partnerships. As our ecosystem evolves, we incorporate new integrations without disrupting your daily workflow.
Your reliable lending partners
Banks, credit unions, fintechs, SBA lenders, private capital, MCA providers. Fintology doesn't just list them — we know which ones fit your client's file, what order to apply in, and how to keep the next approval alive. The lender makes every call.
"Didn't think this would do much but it's been amazing. My customers get approved fast, way more sales coming through. Opened up a second spot last month. Way better than Klarna tbh — pulls from hella lenders, even random ones that actually work."
A proven lending & funding solution
You don't need to become a lending expert. You don't need to hire anyone. Fintology embeds into your business, runs under your brand, and you charge your commission when deals close. Your clients think it's yours. Because it is.
FAQ
What is Fintology?
How does the AI matching work?
What types of funding can my clients get matched with?
Does checking options affect my client's credit score?
How is my clients' data protected?
Is this your issue?
This ticket is closed.