YOUR WALKTHROUGH · 4 MIN
Stop sending your clients somewhere else to get funded.
A full funding department, running under your brand.
The Fintology walkthrough
4 min
Watch how Fintology finds the capital, files the applications and tracks every deal — then register and run it under your own brand.
4,500+
Lending products your clients can be
matched againstLending products
400+
Institutions in the Fintology networkIn the network
$820M+
In funding to dateFunded to date
What happens when you register
01
Pick your plan — Ultimate or Lite — and pay securely.
02
Set up your branded portal — your logo, your look, your clients.
03
Your clients apply under your brand and Fintology works the funding.
A few minutes, all online. No calls to book.
Start funding under your brand
Everything in Lite, plus:
Your brand
- Custom domainRun the portal on your own domain (yourbrand.com) — fully white-labeled.
- Custom logo displayReplace Fintology branding with your own logo throughout the entire experience.
- Custom theme designsPick from 24 themes or design your own color palette across the consumer portal.
- Custom portal designPersonalize layouts, copy and CTAs in the customer-facing portal.
- Custom email and SMS designBrand all outgoing notifications with your colors, logo and custom copy.
- Custom website embedEmbed the application flow on your existing marketing site with a single snippet.
- Custom widgetsConfigure dashboard widgets and KPIs to match how your team operates.
Team & clients
- Unlimited team invitesInvite teammates to collaborate inside your admin portal with role-based access.
- Consumer-level analyticsTrack every applicant's journey — drop-off, funding, lender performance and LTV.
- Upload your own contracts (e-sign ready)Upload custom agreements with signature, initial and date fields. Clients e-sign before they apply — legally binding.
Credit & funding
- Soft tri-bureau credit pullPull Experian, Equifax and TransUnion instantly with zero impact to your client's score.
- Live application status trackingAI watches every lender response — pending, denied, approved — so you don't have to.
- In-portal lender chatLenders communicate with clients directly inside the portal. No email tag, no missed messages.
- View client credit, accounts & bank statementsPull and review tri-bureau credit reports, linked financial accounts and bank statements (personal & business) directly inside the admin dashboard.
- Broker Review ModeGate offer visibility until you curate. Clients see a 'Pending Application Completion' status checklist while you pick which approved lenders to publish.
Client tools
- AI-powered credit repair and dispute centerLet your clients dispute inaccurate items across all three bureaus with AI-drafted letters and tracking.
- AI-powered tax credit toolSurfaces refundable and non-refundable tax credits available to your clients at the state and federal level.
- AI-powered insurance toolIdentifies the applicable insurance vehicles for your clients' business and personal needs.
- Business credit monitoringMonitor your clients' Paydex, Experian Commercial and Equifax Commercial business credit profiles.
Getting paid
- Automated invoicing (flat, %, or both)Bill clients flat fees, a percentage of funded amount, or any hybrid model.
- Auto-invoice on approvalWe trigger the invoice the moment a deal is approved — you get paid as fast as your client gets funded.
- Auto lender outreach for commissionsFintology auto-contacts lenders to collect commissions owed on funded deals.
- End subscriber splitsKeep 100% of subscriber revenue — no Fintology revenue share.
- Automated collections workflowWhen an invoice goes unpaid past 30 days, Fintology auto-opens collections and runs the recovery sequence end-to-end.
- Tri-bureau collections reportingDefaults are reported to Experian, Equifax and TransUnion automatically — no manual filing.
- Live collections trackerPer-invoice tracker shows every stage live: unpaid, opened, reported, sold — with bureau impact updates.
- Debt sale trackingWhen debt leaves Fintology, you see exactly who it was sold to and when — full chain of custody in the dashboard.
CRM & growth
- Connect your CRMTwo-way sync with HubSpot, GoHighLevel, Salesforce, Pipedrive and more.
- Fintology CRMUse the built-in Fintology CRM to manage leads, pipelines and outreach.
- Lead gen toolsBuilt-in lead generation, scrapers and outreach automations to fill your funnel.
- Custom API integrationsConnect Fintology to your internal tools and data sources via REST/webhooks.
- One memberOne login for you. Adding teammates is an Ultimate feature.
- Unlimited client accountsRun as many clients through your portal as you like.
- Pre-set Fintology domainLaunch on a Fintology-hosted subdomain instantly with zero DNS setup.
- 24-hour ticket supportSubmit support tickets any time — guaranteed response within 24 hours.
- Dedicated Client Success ManagerA named CSM helps you onboard, optimize conversions and grow revenue.
- Autonomous consumer supportAI-powered chat and SMS that resolves applicant questions 24/7 without staff.
Not on Lite: team invites, your own domain and logo, and the credit, funding and collections tools in Ultimate.
Select a plan above first.
Let’s Get StartedRegister Now Contact Me
Billed monthly. Cancel any time to stop future renewals. See Terms.
Tap a plan, then continue — you'll pay securely on the next
page and create your account.
Questions before you register? The support chat in the corner reaches our team.
Fintology is not a lender. Approvals, amounts and terms are decided by lenders.