Richie provides a website, a CRM, negotiates with lenders (we have 100+ on the platform), finds the best loan options, and does all paperwork for broker's clients. Loan brokers do what they love - sell and promote.
Loan brokers do what they love - sell and promote, make a commission, we take little percent from their commission.
Good for: - accountants, lawyers can have an extra gig - sales companies can become loan brokers in 1 day - existing brokers can move to all-online process - banks and lenders can use us for declined customers
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Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago
FunderHunt - Easy small business loans with $0 broker fee
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Loan Sherpa - Prepare for your business loan, before going to the bank 💸
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Marcus by Goldman Sachs - Personal loans to help manage high-interest credit card debt
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.