Stop chasing documents through email, text, and WhatsApp. Give your clients a clean, professional portal that makes your process feel fast, organized, and worth trusting.
Client portal with magic-link access
Structured document collection
Offer presentation and selection
Built-in messaging and e-signatures
FundingDesk gives brokers a polished, client-facing execution layer without forcing them into another bloated CRM. Your team keeps its workflow. Your client gets a portal that feels fast, secure, and professional.
Magic-link entry removes friction and gets merchants into the portal instantly.
Replace scattered texts and email threads with a checklist clients can actually follow.
Let clients review and select offers in a format that feels clear and legitimate.
Plug into GoHighLevel, HubSpot, or your custom workflow without rebuilding your stack.
Push a merchant in from your CRM or create it manually in seconds.
Deliver a secure magic link with zero password friction.
Track uploads, message the client, and let them review offers in one place.
Move to e-sign and completion without the usual email chaos.
FundingDesk is the client-facing layer. Keep your CRM. Keep your automations. Add the portal your competitors wish they had.
Simple pricing for funding teams that need a professional portal now — not six months from now.
Your competitors are still chasing documents through inboxes and text threads. Launch a portal that makes your process feel serious from the first click.