#1 Financial Pre-Qualification
Funnel System For SMB Lending
FunnelFi pre-qualifies business loan applicants in real time with credit insights, bank statement analysis, and funding program matching, so lenders and brokers focus on fundable deals.
Built to convert and qualify,
so you can close.
Not a generic CRM with a credit add-on. FunnelFi is built end to end for SMB lenders, business loan brokers and funding teams.
SMB Lenders & Funding Teams
Screen business applicants for credit, revenue and fundability before a file reaches underwriting.
- Bank statement analysis
- Business funding program matching
- Sales-ready qualification insights
Business Loan Brokers & ISOs
Match each business to the right funding options and send deals to partners whose buy box they fit.
- Partner Lead Distribution
- Per-partner qualification rules
- Qualified deal routing
Business Lending Sales Teams
Give every rep a clear credit and fundability picture before the first call, so the team spends time on viable deals.
- Qualified-only booking
- Built-in CRM & deal pipeline
- Automated follow-up workflows
1.8s
Avg. qualification time
2.4x
Higher close rate
-61%
Wasted dials
95%
Qual. match rate
Bring your own funnel.
Or launch one of ours.
No rebuild, no redirect, no IT project. Plug FunnelFi into the pages and forms you already run, or start with a proven, fully customizable template.
Your funnel, with credit intelligence layered in
Keep your landing pages, ads, forms and CRM exactly as they are. FunnelFi sits behind the scenes with soft-pull credit, capacity checks, program matching and routing, all without changing the experience your team already built.
- Easy integration regardless of your tech stack
- Works with your existing website, CRM, and ad accounts
- Your systems don't change. They just get smarter
Our funnel, proven to convert out of the box
Launch a branded, mobile-optimized funding site with every best practice already built in: progress steps, trust badges, verification and pre-qualification screens. Customize the look, logic and offers without touching code.
- Pre-built, conversion-tested funding site templates
- Customize colors, fields, programs and routing rules
- Live in minutes, not weeks
Three steps between you and a fundable pipeline.
From form submit to sales-ready file in under three seconds.
Step 01 · ~5 min setup
Connect
Wire FunnelFi into any form, funnel, CRM or calendar you already run. Most teams are live the same day.
Step 02 · < 1.8 seconds
Screen
Every applicant gets a soft-pull credit read, capacity check, document analysis and program match in real time.
Step 03 · Automatic
Route
Qualified files go to closers. DNQs route to nurture or a matched alternative offer so nothing gets wasted.
Business funding programs, matched in real time.
One soft pull returns credit tier, capacity, risk flags and the exact products the applicant is most likely to be approved for.
SBA & term loans
Business financing
Merchant cash advance
Revenue-based
Business lines of credit
Revolving capital
Equipment financing & leasing
Asset backed
Soft-pull credit intelligence
Soft pull
See the credit file before the first call
Full tradeline detail, utilization, derogatories and score band. No SSN, no score impact.
Matched offers & programs
Offers ready
Open the call with an offer, not a question
Each file returns approved products and amounts, so reps know exactly what to pitch.
Bank statement & fundability scoring
Auto-scored
Statements read and scored automatically
Revenue, average balance, NSFs and a fundability score returned without manual review.
Partner Lead Distribution
Partner-ready
Send the right deal to the right funding partner
Set each partner’s buy box and route only the business leads that fit their funding criteria.
Everything from first click to funded deal.
Sites
A funding site that's live before your first ad dollar
Launch a branded funnel, application and thank-you flow with AI in minutes. Mobile-optimized and built to qualify.
- AI-generated funding sites and landing pages
- Drag-and-drop visual editor, your brand and domain
- Mobile-first pages that load and convert
Forms
An application that filters for you, question by question
Custom qualification questions, phone verification and instant decisions, so junk never enters your pipeline.
- Custom business funding qualification questions
- Phone and identity validation built in
- Instant approval or alternate-offer screen
Pre-qualification insights
Instant pre-qualification with credit, income and risk insights
Every business applicant arrives with credit insights, risk alerts and a clear qualification picture before your team picks up the phone.
- Credit score, tradelines and alerts at a glance
- Credit capacity and fundability insights built in
- Approval-range and next-best-offer guidance
Partner Portal
A white-labeled portal your buyers actually log into
Deliver qualified files under your brand. Buyers review, accept and track without a single email attachment.
- Your logo, your domain, your pricing
- Per-buyer access and delivery rules
- Accept / decline tracked automatically
Calendar Intelligence
Only qualified applicants reach your calendar
Qualification happens before booking, so every meeting on your team's calendar is a real opportunity.
- Book straight from the approval screen
- Route by tier, program or territory
- Confirmation pages that carry the file with them
Smarter ads
Your ads get smarter with every single lead.
Every qualified lead feeds back into your campaigns, so targeting, creative and spend tighten automatically.
- Audience suppression based on real qualification outcomes
- Lookalike seeding from approved buyers, not just clicks
- Custom qualification rules tied to credit, income, etc.
-38%
Cost per qualified lead
24/7
Hands-off pixel training
Meta Ads
DNQ
Qualified
Mobile-optimized funding sites that convert on the spot.
Every funnel ships as a fast, branded mobile experience from the first question to the pre-qualified celebration screen.
Qualify from any device
Thumb-friendly applications with progress steps, trust badges and funding-goal pickers without pinch, zoom, or drop-off.
Get started
Verified before they submit
One-tap SMS code validation is baked into the flow, so fake numbers and junk leads never reach your pipeline.
Get started
Instant pre-qualification
Applicants see their approved amount, next steps and a secure document upload while the win is still warm.
Get startedFunnelFi works with any tech stack.
One-line install on any funnel, CRM, form builder or ad platform. Leads pour in from wherever you run traffic, and come out verified, credit-checked, program-matched and routed.
HubSpotWebflow
WordPressZapier
MailchimpHubSpotWebflowWordPressZapierMailchimpHubSpotWebflowWordPressZapierMailchimp
CalendlyCalendlyCalendly
Meta Ads
Google AdsMeta AdsGoogle AdsMeta AdsGoogle Ads
Slack
Twilio
Shopify
Notion
AirtableSlackTwilioShopifyNotionAirtableSlackTwilioShopifyNotionAirtableStop chasing deals that can't fund. Start closing fundable business deals.
Built for business funding desks, SMB lenders and loan brokers.
“We went from chasing everyone to closing the 30% who could actually qualify. Same ad spend, more than double the funded volume.”
2.4x
close rate
-61%
wasted dials
1.8s
to qualify
4.9/5
Rated by teams qualifying their pipeline with FunnelFi.
“Our reps stopped guessing. Every call starts with a real credit picture.”
Other tools give you credit scores. FunnelFi gives you credit intelligence.
Same lead form. Completely different intelligence.
Stop Guessing. Start Qualifying.
Every business lead arrives with credit insights, fundability signals, and funding program matches before your team ever picks up the phone.