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Skills 01 · CRM

A CRM that
knows financing.

Pipeline, commissions, sub-brokers, affiliates, cross-sell radar — modeled natively for capital deals. Not bolted on.

For ISOs For Vendors
Pipeline · This week 12 active
Submitted 4
Smith Roofing
Garcia Trust
TX Solar Co.
Patel Holdings
In UW 5
Kim Equipment
Reyes LLC
BlueShore
+ 2 more
Offers 3
Park Bridge
Acme Roofing
Delta Fleet
Commissions YTD $184,200

The pain

Your CRM doesn't speak capital.

Google Sheets + HubSpot + sticky notes = your "system"

No factor rate, holdback, or stacked-position fields

Referral commissions disputed because nobody tracked them

Renewals shop elsewhere — you didn't know they were due

What you get

Pipeline. Commissions. Cross-sell. Renewals.

Four jobs your CRM should already do. Now they just do.

Pipeline that knows your deals

Factor rate, holdback, daily/weekly remit, stacked positions, FICO bands, NSFs, deal type — modeled natively. Filter by anything. Sort by anything.

  • Workflow automation: tasks, calendar, stage triggers
  • Speedy learns your preferences and filters accordingly
  • Cold-deal detection — Speedy flags what's stalling

Commissions, settled by audit log

Every funded deal generates a commission record — earned, pending, paid. One source of truth. No spreadsheets. No disputes.

Total deal flow YTD$8.4M
Commissions paid$184,200
Pending settlement$24,800

Cross-sell radar across 5 marketplaces

Your roofing client has a $1.2M warehouse, 5 aging trucks, an insurance gap, and 12k sqft of solar roof. Speedy spots all of it.

Cap
RE
Mat
Svc
Egy

Active · 3 cross-sell opportunities flagged

Renewals + sub-broker hierarchy

Speedy tracks maturity dates and alerts you before clients shop elsewhere. 1099 producers tracked with full attribution — nothing orphaned, nothing disputed.

  • Affiliate links tag deals automatically
  • Org owners see all; sub-brokers see their own
  • Pipeline auto-reassigns when reps leave

The compounding effect

An independent broker that
looks like a team of 10.

Same book of business. More products. Higher lifetime value. Authority with your clients. Repeat business compounds — that's the goal.

Connects to

Other skills that compound the CRM.

02

Communication

Auto-follow-ups in your voice. White-labeled outreach. Contacts always synced.

Open
04

Vendor Sourcing

Affiliate referrals from accountants, agents, attorneys — all tagged automatically.

Open
07

Transaction Coordinator

Commissions settle automatically when a deal funds. Renewals tracked end-to-end.

Open

Run your book. Not your spreadsheets.

Get on the marketplace See all 7 skills