Your core capital
orchestration platform
Everything brokers, funders, coaches, and consultants need to source, qualify, sequence, fund, and monetize their book — fully white-labelled, AI-driven, and built so you can sit back while the engine works and just send the invoice.
Do nothing. Sit back. Let the AI do the work — and send the invoice.
We replaced the broker workflow. From intake to funded, our AI sequences products, applies, communicates with lenders, and reports back. You collect.
Every capability a modern broker needs — in one platform.
Twenty-seven production-ready solutions, each designed to remove a step from your day and add a line to your revenue.
AI sequences every product
Our engine ranks and orders the right lending products per applicant — stacked offers, smart waves, and round-based sequencing built in.
AI preps every application
Once qualified, the AI builds each lender application in the best order. You decide what to submit.
Lender chat inside the portal
Clients message lenders by SMS and email from a single inbox — every reply tracked, every conversation owned by your client.
Native credit pulls (soft first)
Credit reports pulled internally — no third party. Soft-pull first to surface risk score and applicant detail before anything else.
Personal + Business funding
Clients can add unlimited businesses and access both consumer and commercial capital from a single dashboard.
Business credit monitoring
Pull and monitor Paydex, Experian Commercial, and Equifax Commercial reports. Brokers and clients both get full visibility.
Personal credit monitoring
Equifax, Experian, and TransUnion — pulled, monitored, and viewable by both broker and client in real time.
Monthly monitoring kickbacks
Earn recurring revenue every month from every client on a monitoring subscription. Stacked passively under your white label.
No dealer, origination, or split fees
You keep 100% of what you earn. No origination cuts, no platform splits, no surprise dealer fees.
Shared credit alerts
Score changes, new accounts, and risk events ping both the white label and the client — automatically.
Fully white-labelled + custom domain
Your brand, your domain, your portal. Every email, SMS, dashboard, and document carries your identity.
Invoicing + debt tracker
Invoice directly from the portal. Accept ACH, card, and Apple Pay with 1% transaction fee and unlimited charge size. Collections Agent coming soon.
Every lending category, one engine
BNPLs, CDFIs, fintech financing, alternative lending, term loans, lines of credit, MCAs, equipment, real estate, SBA, & more — sequenced automatically.
Upload your own contracts
Bring your agreements, disclosures, and engagement letters. Clients sign in-portal under your brand.
CRM & accounting integrations
Native connections to GoHighLevel, HubSpot, Salesforce, Pipedrive, QuickBooks, Xero and more.
Lead-gen resources & tools
Funding-intent lead lists, outbound playbooks, and ROI calculators built into the platform.
Marketing & branding snapshots
Pre-built funding snapshots, email and SMS marketing templates — branded the moment you load them.
Custom embeddable widget
Drop a single line of code on your site and let clients apply from your own domain.
Collections tools for unpaid invoices
If a client doesn’t pay an invoice, collections tools open for it. Track every stage inside your dashboard, from unpaid to resolved.
Automated invoicing
Set a flat fee, a percentage of approval, or both. Invoices are automatically requested for charge the moment your client is approved and all applications are complete.
System reaches out to lenders
When a deal funds, your account sends the commission request to that lender for you to collect.
Merchant processing
Merchant processing through our processing partner: your clients apply right from your portal.
Credit report review
Tools that help your applicants find issues on their own credit report and prepare their own letters, with tracking.
Payment history reporting
Report your clients’ invoice payment history to the credit bureaus, as part of your collections tools for unpaid invoices.
Insurance strategies
Business and personal insurance vehicles for your end users — coverage, protection, and cash-value structures matched to their profile.
Tax strategies
Business and personal tax credits at the federal and state level for your end users — surfaced, qualified, and routed to filing partners.
Fully white-label ability
Your logo, your theme, and your own custom email sequences. Every touchpoint your end user sees is yours, top to bottom.
Accounts for you
Deposit with Fintology: get paid by ACH and wire, spend with virtual Visa cards, give your team cards with their own limits, and earn daily rewards and cash back on the bills you already pay.
See Issuing →Accounts for your clients
Offer Fintology accounts inside your portal. Your clients get the same rewards and cash back, and you earn from their account activity as they move money. On the Ultimate plan.
See how you earn →
One engine. Every type of capital.
If a lender exists in the category, we route to it. Sequenced and stacked under your white label; every decision is the lender’s.
Ready to let the AI run your book?
See every solution in action — live, on your data, in under 30 minutes.