Discover How Business Lending Brokers
10X THEIR DEAL FLOW OVERNIGHT
without buying lists, ads, OR Hiring an Expensive Marketing Agency
Easy-to-use centralized platform built on the latest technology designed for your massive business growth as a broker. Use what's working today. Let our team of experts work with you every step of the way.
The Fundly Advantage.
Unlimited Leads
Leads are the life blood of your business. Fundly is the only platform that provides you with inbound warm leads daily with no adspend. Giving you a guranteed way to keep closing new business month over month.
Lead Insights
Identify the leads you are able to fund with lead insights before you reach out with our insight tool that gives you access to their yearly revenue , time in business and much more. Pick leads that your lenders can fund.
Verification
With new TCPA regulations their are hefty fines for contacting leads who have not opted in to being solicited for products. Avoid the fines and registration headaches with sending unsolicited messages.
Systems
Leverage our proven marketing CRM and processes behind over 2.4M in take home commissions by brokers and ISOs.
Navigating Change: A New Approach for a New Era.
The business loan industry is undergoing a pivotal shift, driven by new regulations like the TCPA and commission disclosure mandates. Traditional outreach methods, such as unrestricted text blasts, radio ads, and direct mail, are losing their efficacy in this regulated environment.
This evolution isn't just procedural; it reflects a deeper shift in consumer sentiment. An overwhelming influx of information has fostered skepticism. Consumers are discerning, seeking transparency and genuine interactions over aggressive sales tactics. This heightened wariness means that the old, tried-and-true methods are no longer reliable. Mass texts, radio ads, or direct mail no longer guarantee funded deals as they once did. So, what's the way forward in this altered landscape?
The Fundly approach offers a solution, prioritizing genuine relationships and understanding businesses' true needs. In this era, it's not just about adapting to change but embracing a future built on trust and transparency. As regulations redefine the landscape, are you equipped to thrive with the Fundly approach?
Programs Offered By Fundly
Fundly Unlimited
Everything you need to establish consistent $10,000 - $15,000 in monthly take home commissions.
• Knowledge of products required.
• No sales training required.
• Fixed overhead costs.
• Can be used on a part time basis.
• No telemarketing
• No cold calling
• Learn as you go.
Fundly Workshop
For brokerages looking to scale from $25,000 to $100,000 in monthly take home commissions.
• For brokers committed to the industry.
• Struggling with inconsistent months.
• Have established one marketing channel.
• Looking to 3x their business in 12 months.
• Regulatory compliance in marketing.
• Have been in business for atleast 1 year.
Fundly Recruitment
For lenders & brokers looking to grow their referral business by recruiting independent sales agents .
• Must have a unique lending product
• A track record of success.
• Broker onboarding forms present.
• A reputable crm for broker management.
Fundly Private Clients
• Get direct access to Fundly’s leadership team to train your staff, implement and update your systems and ensure your marketing is compliant.
• Get direct access to Fundly’s leadership team to train your staff, implement and update your systems and ensure your marketing is compliant.
Understanding The Fundly Eco-system
When Should I Use Fundly Unlimited ?
If you know your product and are ready to help business owners without spending a fortune on marketing - Fundly unlimited is where you should start!
When Should I Drop Into A Fundly Workshop?
If you are looking for the missing piece to scale - drop into a monthly workshop on the subject you’d like to learn.
When do I become eligible for Fundly Recruitment?
After attending a workshop you are now eligible to utilize our recruitment product.
How Do I Become A Private Client?
Private clients are invite only, due to the hands on and done for you nature of private clients only 4 spots open up yearly. Past workshop attendees are given invites first, then users of Fundly Recruitment product.
Maximize Your Reach with Fundly Recruitment
Unlock the power of referrals with Fundly Recruitment! Dive into a network designed for lenders and brokers, ensuring quality leads and optimized growth. With Fundly's unique approach, every referral ... ...more
Fundly Blog
October 26, 2023•1 min read
Why Fundly Unlimited is the Ultimate Game-Changer for Lead Generation
Unlock limitless opportunities with Fundly Unlimited! Dive into premium lead generation without the premium price. Quality leads, enriched data, and two exclusive packages tailored for your success. W... ...more
Fundly Blog
August 01, 2023•2 min read
Why Fundly CRM is the Gold Standard for Building Business Rapport
Unlock the Power of CRM with Fundly! Dive into our latest article that unveils the unparalleled features of Fundly CRM. From pre-built templates to customized workflows, discover how this platform can... ...more
Fundly Blog
October 19, 2022•3 min read
