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Application intake software

Better application intake for modern lenders

Fundify.io supercharges your team with easy to implement tools that increase conversion, save time and provide a better experience for everyone.
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Powering the application intake process for dozens of lenders

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Scale deal conversion and revenue

Fundify.io fixes the standard complex application process with the latest tech to easily scale intake. Its platform supercharges teams with better document organization and seamless client communications.

Better client management

Easily assign applications to your team, see all client information and documents in one place. Leverage automated email notifications to keep clients engaged throughout the entire application process.

Loan applications made better

Fundify.io learns from its platform of thousands of small business users looking for funding. Using APIs and AI, lenders can improve their loan application process so that it’s more efficient, collaborative and faster.

It's easy to get started with Fundify.io

Easy to implement

Fundify.io is no-code, ready out of the box for a fast and affordable implementation. Our team is there to onboard you quickly.

Made for your team

Tools optimized for lenders. Get centralized communication, assignments and notifications at the ready.

Assisted onboarding

Fundify.io tech teams are there from start to finish. Its team has decades of loan industry experience.
“Over my career, I‘ve seen many qualified businesses struggle to get financing. Even worse than the complex loan application process is the lack of software tools available to manage active business loans. We’re building Fundify.io to solve these issues.”

Easy to implement

CEO & Co-founder at Fundify.io

frequently asked question

Small business loan common FAQs

Yes – Fundify.io has been working with dozens of lenders to power the application process for thousands of small business owners. Gathering feedback from both lenders and businesses applying for funding has been at the heart of its design, features and evolution.
Some of the most common tech and process gaps experienced by lenders include; manual data entry and digitizing the application process, organizing client communication, tracking and assigning deals across team members, inefficient risk assessment and document management and storage. The Fundify.io platform is a no-code, ready out of the box software solution to help with all these challenges and gaps.
Fundify.io is built by lenders for lenders. Its co-founder Kaylan Pepin and members of its founding team Tara Benson and Shane Stoneman, have decades of experience working in the lending industry at some of North America’s biggest banks like – RBC Royal Bank of Canada, CIBC and Business Development Bank of Canada (BDC). Our team has first-hand experience with your pain as a lender and we’re both invested in and passionate about making better loan software solutions.
Yes, Fundify.io is built to sit in front of firewalls and seamlessly integrate with existing tools, reducing duplication and improving your team’s efficiency and workflows. Fundify.io is the missing piece to enhance your application intake processes to improve the experience for both your team and clients.
When you offer a better experience for your clients, they want to do business with you. They’re more engaged to provide you all the data needed to assess and fund their business. They stay on top of communication and needs throughout the whole application process. Improving loan closing conversion rates and time from start to finish.