For ISOs & Brokers
The full broker stack.
Built for the modern ISO.
Submit deals two ways, extract every doc automatically, match in seconds, and close in deal rooms — without re-keying a single field.
You didn't get into this business to babysit PDFs.
Re-keying the same bank statement into 8 funder portals
Emailing a borrower for stips — they ghost — the deal dies
Watching a clean deal get backdoored by a partner you trusted
Logging into 10 lender portals just to know if your deal is alive
Speedy fixes all of that. Quietly. While you close.
Deal Intake
Get the deal in. Your way.
Two modes, one button. Fill it out yourself while the borrower is on the phone — or send them a link and let them fill it in on their own time. Either way it lands in your pipeline and you stay the deal owner.
-
Auto-fill from the business website
Type in a URL. The platform reads the business — industry, location, phone, services. Google Business Profile fills the rest. You confirm what's right.
-
Bank statement AI extraction
Drop the PDFs in. Speedy reads them and pulls monthly revenue, recurring debt payments, account holder name, and address — pre-filled into the deal. No re-keying. Ever.
-
Plaid bank connection
Tech-comfortable borrowers can connect their account directly. 12 months of transaction history — no email back-and-forth asking for statements.
New deal
Business website
Or — send borrower a link
Borrower fills on their own time. You stay the deal owner.
Match results — Smith Roofing
Vendor A
LOC · up to $1.5M · 575 FICO min
Vendor B
Term loan · up to $500K · 620 FICO min
Vendor C
Term loan · 680 FICO min
Share with borrower (anonymized)
Lender names never visible to borrower
Matching & Offers
From submitted to ranked — in seconds.
Once a deal is submitted, the platform runs it against every lender's criteria automatically — FICO, revenue, time in business, state, collateral, property type. You see a ranked list of who qualifies and how well. In minutes, not days.
When offers come in, compare them side-by-side and share an anonymized version with your borrower. Offer A, Offer B, Offer C — lender names never visible. You control the presentation.
-
Cross-market matching across all five marketplaces simultaneously -
Transparent match scores — see exactly why each vendor ranked where it did -
Real-time as vendor criteria update — always current, never stale -
One click to submit to 1, 5, or 50 vendors — zero re-typing
Deal Rooms
Close without chaos.
Once an offer is accepted, a deal room opens — a shared workspace for that specific deal. Documents, messages, offer versions, stips, and e-sign in one place. The lender never contacts the borrower directly.
One thread per deal
Documents, messages, and offer revisions in one searchable place. No lost email threads. No "did you get my package?" calls.
White-label document routing
Lender requests route through you. The platform screens the message and forwards it as if it came from your firm. Your brand, your voice. Always.
Lender never reaches the borrower
All requests route through you. Your client relationship stays your client relationship. By design, not by policy.
E-sign built in
Send docs for signature without leaving the platform. Stips, offer acceptances, and agreements — tracked and timestamped.
Speedy chases stips
Speedy nudges borrowers for missing documents automatically. You stay out of the chase. Nothing falls through while you're working other deals.
Full audit trail
Every action logged — who uploaded what, who approved, which version the lender saw. Append-only. Immutable. Forensic-grade.
CRM & Pipeline
Run your book. Not your spreadsheets.
A real CRM that understands financing — factor rate, holdback, daily/weekly remit, stacked positions, advance amounts. Not bolted on with a custom field.
CRM
Businesses, contacts, owners, guarantors, and full activity history — all linked. Know exactly where every relationship stands before you pick up the phone.
Pipeline view
All your deals by status — submitted, in underwriting, offer received, funded, declined. Filter by broker, date, or status. See where to focus at a glance.
Task management
Tasks linked to deals and contacts. Set due dates. Assign to team members. The platform auto-creates tasks when a deal has gone quiet too long.
Commission tracking
Every funded deal generates a commission record — earned, pending, paid. One source of truth. No spreadsheets, no manual reconciliation, no disputes.
Communication
Every conversation. One place.
Link your Gmail or Outlook — emails go from your real address, not a platform address. Replies land in your inbox and in the platform simultaneously. Or text and click-to-call directly from a deal record.
-
Connected Inbox
Link Gmail or Outlook. Borrowers see your name in their inbox, not a platform email. Replies sync back automatically — everything tracked to the deal.
-
SMS & Voice calling
Text or click-to-call from a deal record. Calls can be recorded and summarized. Every conversation logged — no more "I mentioned that on the call."
-
Speedy drafts — you approve
Speedy drafts follow-ups, status updates, and document requests in your voice. You review before anything goes out. It proposes. You decide.
"Hi Mike — just following up on your application. We're still waiting on your most recent bank statement to complete the file. Upload here when ready."
Call — Mike D.
4 min 12 sec · Summary generated · Logged to deal
SMS to Mike D.
Sent from your number · Logged to deal
Team & Growth
Scale your team. Keep the attribution.
Bring on sub-brokers, 1099s, and referral partners without losing visibility, commission accuracy, or client ownership.
Sub-broker management
Invite sub-brokers and sales reps. Org owners see everything; brokers see only their deals. When someone leaves, their pipeline gets reassigned automatically — nothing orphaned.
Affiliate management
Give CPAs, attorneys, and referral partners their own link. Deals tag automatically. Commission locks at submission and tracks through to funding. No manual tracking, no disputes.
White-label borrower portal
The borrower sees your firm's context throughout — lender names never visible, document requests come from you. The platform is invisible infrastructure. Your brand is all they see.
Built for ISOs first
Your clients are yours. Not ours.
Vendors are guests in your house. Not the other way around.
We don't email, call, or sell your borrowers. Period. They came through you. They stay yours.
Backdoor-proof by design. Row-level isolation at the database. Vendors see only what you share. The audit log proves it.
You own your data. Leave us tomorrow and take everything with you. No lock-in. No ransom. Period.
Bank-level security. PII encrypted at the application layer. SOC 2 in flight. Audit log on every action. Your compliance officer will sleep at night.