For SBA brokers & loan officers

Close more deals.
Work half as hard.

Submit once, get AI-matched to 127+ lenders, queue your top matches for a reviewer's approval, AI credit memo generated — and your pipeline stays organized while a human approves every send to lenders.

Submit your first deal → See the dashboard
Time savings

What used to take days.
Now takes minutes.

Before
3 days
Shopping a deal to lenders
↓
5 min
Wave 1 queued for approval
Before
4 hours
Writing a credit memo
↓
90 sec
AI generates full SBA memo
Before
Guesswork
Which lender will approve it?
↓
78%
AI predicts approval probability
Before
Manual
Chasing lenders for responses
↓
Auto
12h reminders, Wave 2 escalation
Platform features

Everything you need.
Nothing you don't.

🧠
AI Deal Intelligence
Claude reads every document you upload, extracts financials with confidence scoring, and generates a 4-dimension deal score: completeness, eligibility, quality, marketability.
📄
AI Credit Memo Generator
One click. Full SBA Credit Memorandum with DSCR table, collateral analysis, SBA Guarantee Fee per SOP 50 10 7, and an analyst recommendation — ready for the funding bank.
🎯
127+ Lender Network
Banks, non-bank lenders, CDFIs — all ranked by an 8-factor weighted score including policy fit, close rate, speed, industry preference, and your prior relationship strength.
⚡
Approval-Gated Wave Distribution
Your top 5 lender matches are queued for a human reviewer's approval before anything is sent to lenders. Once approved, 12h reminders fire if no response. Wave 2 escalates at 24h. You track everything from your pipeline dashboard.
📊
Broker Production Dashboard
Pipeline value, approval rates, lender performance, revenue forecast, conversion by lender — all in one dashboard. Know which lenders are actually closing your deals.
💰
Revenue Sharing Engine
Automatic split tracking for co-broker deals. Lifetime relationship tracking. Invoices generated at funding. Built-in so you never chase a split again.
Broker dashboard

Your full pipeline.
At a glance.

01
See every deal's AI score instantly
Each deal in your pipeline shows its AI Deal Score, approval probability, and stage. No more guessing which ones to prioritize.
02
Know which lenders responded
Real-time lender response tracking across all your deals. Banker marked Interested? You're notified instantly. Stale for 7 days? Flagged automatically.
03
Revenue forecast built in
Pipeline weighted by stage gives you a 30-day revenue forecast. Know your projected placement fees before deals close.
Broker Dashboard — SBA Loan Exchange
18
Active deals
$8.4M
Pipeline value
$62K
Revenue MTD
Recent deals
92
Sunrise Dental Group
SBA 7(a) · $2.4M · TX · 1 banker interested
Submitted
71
Blue Ridge Auto Group
SBA 7(a) · $1.8M · NC · Wave 2 active
Wave 2
84
NextGen Franchise LLC
SBA 7(a) · $950K · FL · AI memo ready
Approved
Broker pricing

Start free.
Scale when it pays.

Starter
Free to submit
Perfect for brokers submitting occasional deals. No monthly fee — just a placement fee when funded.
  • AI intake + deal scoring
  • Up to 5 deals/month
  • Lender matching + Wave 1
  • 1.0–1.5% placement fee at funding
  • Borrower status portal
Get started free →
Most popular
Broker Pro
$599 / month
For active brokers closing 3+ deals per month. Full platform, AI credit memos, revenue dashboard.
  • Unlimited deals
  • AI credit memo generator
  • Broker production dashboard
  • Revenue sharing engine
  • Priority support
  • White-label borrower portal
Start 14-day free trial →

Your next deal.
Your best close.

Join 200+ brokers who've moved their SBA pipeline onto the platform.

Submit your first deal → I'm a lender instead