PrefundEZ
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PrefundEZ
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NO RIP AND REPLACE

Keep your CRM. Keep your systems. Automate what happens next.

Your team keeps working in the tools they know. PrefundEZ picks up every submission and does the work between your systems and funding-ready.

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YOUR CRM RECORD Harbor Point Logistics LLC
Requested$150,000
BrokerSummit Capital Advisors
OwnerRep assigned in your CRM
StageUnderwriting
Next stepReview positions
PrefundEZ● WORKING
Submission picked up from your CRMAutomatic
Bank data retrievedAutomatic
Credit and background checkedAutomatic
Underwriting package preparedAutomatic
Positions flagged for reviewYour team
Status written back to your CRMAutomatic
WHAT STAYS

Your CRM, your systems, your team's routine

  • Reps keep working submissions in your CRM
  • Your bank-data, credit and document providers stay
  • Your funding system stays the system of record after funding
  • No migration project
WHAT CHANGES

The manual work between them

  • Documents, bank data and credit pulled without hand work
  • Policies applied and exceptions routed to the right underwriter
  • Offers, stips and contracts produced and tracked
  • Status updates flow back so everyone knows where a deal stands
HOW IT FITS

What happens after a submission lands in your CRM

  1. 01 Submission arrives It lands in your CRM, the way it does today.
  2. 02 PrefundEZ picks it up Documents, bank data, credit and checks start right away.
  3. 03 Underwriting is prepared Your policies run. Anything unusual goes to an underwriter.
  4. 04 Offer, stips, contract Generated, sent and chased from PrefundEZ.
  5. 05 Your systems stay current Stage and next step update where your team already looks.
QUESTIONS

Questions teams ask before they connect

Does my team need to learn a new system?

Sales can keep working in your CRM. Operations and underwriting use PrefundEZ for the work after submission.

Do we have to change our setup?

No migration. PrefundEZ connects to the systems and fields you already use.

Who owns the data?

You do. Each funding company’s data is kept separate from every other customer’s.

See how PrefundEZ fits your setup.

Thirty minutes. A sample deal end to end, plus straight answers about connecting your systems.

Request a demo