Platform

Financing workflows for every side of the deal.

For reps Avoid ineligible prospects. For sales leaders See deal momentum. For lenders Review cleaner packages. For providers Move with less friction.

Capabilities

Built around the moments where financing deals usually slow down.

Offer creation

Rep-built financing offers with stage tracking.

Your team can tailor each deal, stay aligned on progress, and move borrowers toward funding with more control.

Every offer has a clear owner, status, and next action.

Custom terms by opportunity
Shared deal stages
Cleaner handoffs between sales and finance

CRM synced Offer active

Financing offer

North Ridge Imaging Upgrade

$150,000 equipment package · 60 month term

Owner

Avery Chen

Qualified

Completed today

Offer drafted

Terms selected

Sent to provider

Awaiting response

Lender route

Next step

Monthly estimate

$2,920

Down payment

10%

Offer expires

Next actions

Confirm signer details

Assigned to Avery · due tomorrow

Upload equipment quote

Provider contact notified

Prepare lender package

Auto-route after acceptance

Conversion controls

Discount and expiration controls that create urgency.

Reps can encourage faster decisions and convert qualified prospects before deals stall.

Time-bound incentives keep strong opportunities from drifting.

Offer expiration windows
Discount visibility for reps
Decision timing built into the workflow

Practice financing offer

Oakview Family Dental

Expires in 3 days

Limited-time incentive

Applied as a discount when your practice signs before the offer window closes.

Original amount

$90,000

Discounted amount

$85,500

Days

Hours

Mins

Offer progress 72%

Continue with offer

Request changes

CRM sync

Automatic CRM integration for every financing interaction.

Every touch is captured instantly, reducing admin work and keeping sales teams focused on closing.

Works with leading CRMs

Custom CRM integration

Sales activity stays current without another round of manual updates.

Financing events logged automatically
Opportunity records stay complete
Less context switching for reps

Behind the scenes

Financing activity syncs into CRM automatically

Live sync

Financing event

Offer sent

Provider accepted terms

Document request opened

Medvera sync layer

Normalize event

Match offer, contact, and equipment package.

Map next action

Status, due date, owner, and stage.

CRM updated

Opportunity stage changed

Rep task created

Activity timeline logged

No manual update Sales leadership sees the current financing stage inside the CRM record.

Qualification

Instant pre-qualification insights for smarter next steps.

Reps know whether to advance, restructure, or stop early, saving time and preventing wasted effort on low-probability deals.

The team sees probability earlier, while there is still time to adjust.

Advance qualified prospects
Restructure deals sooner
Stop low-fit opportunities before they consume cycles

Pre-qualification result

Cedar Valley Surgery Center

Advance

Approval probability

82%

Strong fit

Recommended next step: send structured offer and request final equipment quote.

Requested amount

$150K

Monthly estimate

$2.9K

Term

60mo

Time in practice Verified

Equipment category Preferred

Missing details Quote upload

Data collection

Automatic provider and prospect data collection.

Eliminate manual intake, speed up submissions, and ensure cleaner data from the start, so reps do not have to manage every back-and-forth communication.

Applications begin with the details lenders actually need.

Guided provider intake
Prospect data captured once
Cleaner packages before submission

Practice onboarding

Identity and application details

Step 2 of 4

Practice profile

Complete

ID picture

Capture required

Equipment quote

Ready for upload

Bank details

Next step

Driver license captured

Image quality passed · name matched

Verification status

Verified

ID photo, signer name, and practice address are ready for the lender package.

Signer

Jordan Patel

Practice

Oakview Family Dental

Equipment

CBCT scanner

Package

$90,000

Lender routing

Automated lender routing with next-in-line submissions.

Each application goes to the best-fit lender first, improving approval odds and keeping deals moving after a decline.

A decline becomes the next route, not the end of the process.

Best-fit lender sequencing
Automatic next-in-line submission
Fewer stalled applications after a no

Automatic lender routing

Ranked lender sequence for $150K package

Next route ready

Best-fit sequence

Northbank Capital

92% fit · imaging equipment

Submitted

Clearline Finance

88% fit · next-in-line

Queued

Harbor Lending

76% fit · fallback route

Standby

Submit to best-fit lender

Package, quote, ID, and pre-qual data sent automatically.

If declined, route next

Decline reason is logged and the next lender package is prepared.

Rep and CRM stay updated

Status changes, next actions, and lender history stay attached to the deal.

Workflow coverage

From first offer to next lender, the platform keeps the record moving.

Offer drafted

Prospect qualified

Data collected

CRM updated

Lender selected

Next route ready