Funding Genie is the deal sourcing system for commercial finance brokers. Your clients, introducers and asset finance suppliers each get their own portal under your brand, and you see every deal your team is working on.
Your site, your portals and your team's pipeline in one place, carrying your brand from first enquiry to completion.
Add advisers to your firm and keep sight of everything they are working on. Supervisors see the whole pipeline without chasing updates.
Clients, introducers and suppliers see your firm, not ours. New enquiries arrive in your pipeline without retyping.
Give each client one place to deal with you.
For accountants, solicitors and other referrers.
For dealers and equipment vendors who refer their customers to you.
Your branded site
Every enquiry, referral and document lands with your team
Funding Genie holds a comprehensive list of lenders. You choose the ones your firm works with, and every search runs only against your list.
Property, asset finance, working capital and more, all in the same system and the same pipeline.
Some platforms specialise in property finance alone.
Asset, working capital, property, business purchase and refinance in one pipeline.
Some platforms take a share of your commission on top of a monthly fee.
Per-user pricing and no share of your commission.
Some platforms require a 12-month contract.
No long-term contract.
Introducers and suppliers often sit outside the system, in emails and spreadsheets.
Dedicated introducer and supplier portals, under your brand.
I wanted a system that was easy to use, whilst also allowing me to grow and manage my business efficiently. Funding Genie is that system.
Funding Genie is in private beta. Tell us about your firm and we will be in touch about joining the next intake.
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