Run the funding pipeline in one place.
For ISOs, brokers and direct funders: applicant intake, document tracking, deal stages, follow-ups and reporting on one platform.
Enter your name, company and email. You're in right away, with sample data and no sales call.
What your team would see
Screens from the live demo, running on a sample funding company.
Built around how funding shops work
- 01
Applications arrive by email, text and web form.
One intake that creates the deal and the file.
- 02
Reps chase the same missing documents twice.
Document tracking per deal, with what is still outstanding.
- 03
Nobody can say where every deal stands today.
Deal stages from submission to funded, with an owner on each.
- 04
Renewal-ready merchants are found by memory.
Follow-ups and renewal timing kept on the record.
- 05
Month-end numbers live in someone's spreadsheet.
Reporting on pipeline, volume and reps from live records.
How we get you live
- 01
Try the demo
Walk through a sample funding company end to end.
- 02
Discovery intake
A short questionnaire on your products, volume, funders and tools.
- 03
Scoped plan
What we configure, what we build, what it costs and when.
- 04
Your edition
Your pipeline, your terms and your data, supported by Castle Care.
See it with your own deals in mind.
Open the demo now, or tell us how your shop runs and we will walk you through it.