Every client, introducer and supplier in one system that carries your brand. Each gets their own portal, and you see every deal your team is working on.
Your site, your portals and your team's pipeline in one place, carrying your brand from first enquiry to completion.
Add advisers to your firm and keep sight of everything they are working on. Supervisors see the whole pipeline without chasing updates.
Clients, introducers and suppliers see your firm, not ours. New enquiries arrive in your pipeline without retyping.
Give each client one place to deal with you.
For accountants, solicitors and other referrers.
For dealers and equipment vendors who refer their customers to you.
Your branded site
Every enquiry, referral and document lands with your team
Funding Genie holds a comprehensive list of lenders. You choose the ones your firm works with, and every search runs only against your list.
Property, asset finance, working capital and more, all in the same system and the same pipeline.
Some platforms specialise in property finance alone.
Asset, working capital, property, business purchase and refinance in one pipeline.
Some platforms take a share of your commission on top of a monthly fee.
Per-user pricing and no share of your commission.
Some platforms require a 12-month contract.
No long-term contract.
Introducers and suppliers often sit outside the system, in emails and spreadsheets.
Dedicated introducer and supplier portals, under your brand.
I wanted a system that was easy to use, whilst also allowing me to grow and manage my business efficiently. Funding Genie is that system.
Funding Genie is a deal sourcing system for commercial finance brokers. It gives your firm a branded site, portals for your clients, introducers and asset finance suppliers, and oversight of every deal your team is working on.
Commercial finance brokers and advisory firms, from a single adviser to firms with a team of advisers and a supervisor.
Asset and equipment finance, business loans, cash flow lending, invoice finance, trade finance, commercial mortgages, bridging finance, development finance, business purchase finance and refinance.
Funding Genie holds a comprehensive list of lenders. Your firm selects the lenders it works with, and all sourcing runs only against your curated list.
Clients can apply online, upload documents, track their application and message their broker. Introducers can submit referrals, track their progress and see commission and fees. Asset finance suppliers get their own branded portal and link, and can refer customers, upload quotes and invoices, and track deal progress.
Funding Genie uses per-user pricing, takes no share of your commission and has no long-term contract. Request early access to receive pricing details.
Funding Genie is in private beta. Request early access and we will be in touch about joining the next intake.
Funding Genie was built by Neel Shah, Director of Cogent Finance, a commercial finance advisory firm. It is operated by Profitise Ltd.
Funding Genie is in private beta. Tell us about your firm and we will be in touch about joining the next intake.
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