PrefundEZ
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PrefundEZ
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THE PREFUNDING OPERATIONS PLATFORM

Fund more
deals faster.

Connect the systems you already use. Automate everything between them. Get every deal from submission to funding-ready with less manual work.

Built for funding teams. Keeps your CRM and the tools you already use.
THE PREFUNDING OPERATIONS PLATFORM

Fund more deals faster.

Connect the systems you already use. Automate everything between them. Get every deal from submission to funding-ready with less manual work.

Built for funding teams. Keeps your CRM and the tools you already use.
01 / THE PROBLEM

Your team isn't slow.
The process is fragmented.

Every system you use does its job. The work between them is done by people: downloading, re-typing, checking, chasing. That is where deals wait and headcount grows.

The systems aren't the problem. The work between them is.

One deal passes through your team eleven times. Each system hands the work back to a person: re-keying, downloading, logging in, pulling, typing and building documents. Your CRM re-key it Email download docs Bank portal log in, export Credit bureau pull, save PDF Spreadsheet type it in Doc tool build contract Your team 6 SYSTEMS · 11 HAND-OFFS · 1 DEAL
ONE DEAL · 2h 01m OF HANDS-ON WORK HoverTap a system to see what your team does there today.
Illustrative estimates for a typical deal.
01 / THE PROBLEM

Your team isn't slow. The process is fragmented.

Every system you use does its job. The work between them is done by people: downloading, re-typing, checking, chasing. That is where deals wait and headcount grows.

One deal passes through your team eleven times. Each system hands the work back to a person: re-keying, downloading, logging in, pulling, typing and building documents. Your CRM re-key it Email download docs Bank portal log in, export Credit bureau pull, save PDF Spreadsheet type it in Doc tool build contract Your team 6 SYSTEMS · 11 HAND-OFFS · 1 DEAL
ONE DEAL · 2h 01m OF HANDS-ON WORK HoverTap a system to see what your team does there today.
Illustrative estimates for a typical deal.
THE SAME DEAL, IN PREFUNDEZ

Your systems, connected. The work between them, automated.

Every system you already use plugs into the steps that need it. Predictable work runs on its own. Exceptions go to your team.

New Submission Workflow ● ACTIVE
8 steps · 1 decision · 1 human task · 13 connected systems
YOUR SYSTEMS · CONNECTEDDATA SOURCES · CONNECTED
Your CRM
Email
Bank Data
Document Storage
Email
SMS & Phone
E-signature
Your CRM
Credit Bureaus
Identity
Public Records
Court Records
Business Registry
Industry Data
Fraud Screening
Submission ReceivedTRIGGER
From Your CRM or Inbox
DATA GATHERING
Pull Bank DataSTEP
Statements and Transactions
Credit, ID & RecordsSTEP
Bureaus, Identity, Courts
Analyze DocumentsAI
Classify and Extract· Classify Documents· Extract Cash Flow
Policy Rules
Decline & NotifySTEP
Reason Sent to Broker
Build OfferSTEP
From Your Offer Programs
Underwriter ReviewTASK
Exceptions Only
Stips & ContractSTEP
Request, Collect, Sign
Update Your CRMREADY
Funding Ready
PassFlaggedDeclinedApprovedSync Back
◆ YOUR SYSTEMS■ TRIGGER■ STEP · AUTOMATIC■ AI■ TASK · YOUR TEAM■ FUNDING READY+ CONNECT ANY SYSTEM
THE SAME DEAL, IN PREFUNDEZ

Your systems, connected. The work between them, automated.

Every system you already use plugs into the steps that need it. Exceptions go to your team.

New Submission Workflow● ACTIVE
Your CRM
Email
Bank Data
7 Data Sources
Document Storage
Email
SMS & Phone
E-Signature
Your CRM
Submission ReceivedTRIGGER
From Your CRM or Inbox
DATA GATHERING
Pull Bank DataSTEP
Statements and Transactions
Credit, ID & RecordsSTEP
Bureaus, Identity, Courts
Analyze DocumentsAI
Classify and Extract
Policy Rules
Decline
Notify Broker
UW Review
Exceptions Only
Build OfferSTEP
From Your Offer Programs
Stips & ContractSTEP
Request, Collect, Sign
Update Your CRMREADY
Funding Ready
DeclinedFlaggedPassApproved
◆ YOUR SYSTEMS■ AUTOMATIC■ AI■ YOUR TEAM
02 / HOW IT WORKS

Watch a deal move through PrefundEZ

Step through it. Each time the deal moves, a manual task comes off your team's list.

Harbor Point Logistics LLC$150,000
STAGE · UNDERWRITINGPROCESSING
EST. TIME SAVED PER DEAL1h 14mof about 2h 01m of hands-on work
TASKS GONE6/10manual steps
Your team's manual listTYPICAL TIME PER DEAL
Re-key the submission into the CRM−5 min
Log into the bank portal, download statements−8 min
Pull credit for each owner−6 min
Run background and industry database checks−10 min
Read statements, type figures into a spreadsheet−30 min
Build the underwriting package−15 min
Build the offer by hand10 min
Email the merchant for documents, then chase20 min
Generate the contract and disclosures12 min
Re-key the results back into the CRM5 min
Illustrative estimates for a typical deal. Actual savings depend on your process.
02 / HOW IT WORKS

Watch a deal move through PrefundEZ

Step through it. Each time the deal moves, a manual task comes off your team's list.

STAGE · UNDERWRITING6/10 TASKS GONE
Est. time saved per deal1h 14m of 2h 01m
STEP 5 OF 10AUTO
Underwriting package prepared Your policies applied
NO LONGER MANUAL
Build the underwriting package−15 min
Illustrative estimates for a typical deal. Actual savings depend on your process.
03 / THE WORKSPACE

Every deal, understood in seconds

What happened, what is blocking it, whose move it is, and what the system already handled. On one screen.

Screenshot of the PrefundEZ Applications workspace showing a deal with its risk read, positions found and document checks.
RISK READFrom every statement
AUTOMATEDPositions found for you
DOCUMENTSChecked for tampering
03 / THE WORKSPACE

Every deal, understood in seconds

What happened, what is blocking it, whose move it is, and what the system already handled. On one screen.

Screenshot of the PrefundEZ Applications workspace showing a deal with its risk read, positions found and document checks.
RISK READFrom every statement
AUTOMATEDPositions found for you
DOCUMENTSChecked for tampering
04 / ONE PLATFORM, THREE IDEAS

Connect. Automate. Fund.

01 / CONNECT

Connect

Plug PrefundEZ into your CRM, bank-data providers, credit bureaus, identity and public-record sources, email, documents and your funding system. No rip and replace.

Your systems stay. The gaps between them close.
02 / AUTOMATE

Automate

Data pulls, verification, document requests, routing, rules, reminders and status changes run on their own. Exceptions go to the right person.

Your team handles judgment, not data entry.
03 / FUND

Fund

Purpose-built tools for underwriting prep, offers, stipulations, contracts and disclosures move every deal to funding-ready.

More deals through the same team.
THE PLATFORM

Everything before funding, in one place

Explore the platform
04 / ONE PLATFORM, THREE IDEAS

Connect. Automate. Fund.

01 / CONNECTConnectPlug PrefundEZ into your CRM, bank-data providers, credit bureaus, identity and public-record sources, email, documents and your funding system. No rip and replace.Your systems stay. The gaps between them close.
02 / AUTOMATEAutomateData pulls, verification, document requests, routing, rules, reminders and status changes run on their own. Exceptions go to the right person.Your team handles judgment, not data entry.
03 / FUNDFundPurpose-built tools for underwriting prep, offers, stipulations, contracts and disclosures move every deal to funding-ready.More deals through the same team.
THE PLATFORM

Everything before funding, in one place

01Data & verificationBank, credit, identity and business checks, pulled and cross-checked.02UnderwritingCash flow, positions and policy results, ready for review.03OffersOffers built from your programs, sent and tracked.04StipulationsRequested, collected, verified and chased automatically.05Documents & contractsContracts and disclosures generated and sent for signature.06Funding readyA complete, checked deal handed back to your CRM.
Swipe for all six stages
05 / PEOPLE STAY IN CHARGE

Automate predictable work. Send judgment calls to people.

PrefundEZ runs the steps your team repeats on every deal. When something needs a decision, it goes to the right person with the evidence attached. Your underwriters make the calls. Every action is on the record.

How decisions work
HANDLED BY PREFUNDEZPull bank dataRun credit and backgroundRead documentsApply your policiesRequest stipsGenerate contracts
⚠ SENT TO A PERSONBank data shows 3 positions. The application lists 1.Your policy allows 2. Routed to a senior underwriter with the statements and the matching debits.
DECIDED BY YOUR TEAMApprove or declineApprove exceptionsSet offer termsFinal review
05 / PEOPLE STAY IN CHARGE

Automate predictable work. Send judgment calls to people.

⚠ SENT TO A PERSONBank data shows 3 positions. The application lists 1.Routed to a senior underwriter with the evidence attached.

PrefundEZ runs the steps your team repeats on every deal. Your underwriters make the calls. Every action is on the record.

06 / NO RIP AND REPLACE

Keep your CRM. Keep your systems.

Keep the CRM your sales team lives in and the systems your back office runs on. PrefundEZ sits between them and does the work in the middle.

See integrations
YOUR CRMSubmissions arrive hereStays your system of record for sales
PrefundEZData, verification, underwriting prep, offers, stips, contractsPulls from bank, credit, identity and public-record providers
BACK TO YOUR CRMFunding-ready deals land hereComplete, checked, ready to fund
06 / NO RIP AND REPLACE

Keep your CRM. Keep your systems.

YOUR CRM
Submissions arrive here
PrefundEZDoes the work in the middle
BACK TO YOUR CRM
Funding-ready deals land here
07 / SECURITY

Built for regulated funding operations

Security overview
Data isolated per customerEach funding company's data is walled off at the database level.
Every action on the recordFull audit trail of what the system did and who decided what.
Role-based accessPeople see and do only what their role allows.
Encrypted everywhereData encrypted in transit and at rest.
SOC 2 TYPE II CERTIFIEDOur security controls are independently audited. Ask for the report during your security review.
07 / SECURITY

Built for regulated funding operations

Data isolated per customer
Every action on the record
Role-based access
Encrypted everywhere
SOC 2 TYPE II CERTIFIEDOur security controls are independently audited. Ask for the report during your security review.
08 / PRODUCT DEMO

See it work in 30 minutes.

We walk a sample deal from submission to funding-ready and spend the time on the parts you care about most. Bring your questions about your systems and your process.

  1. 01Tell us what to focus onPick the areas you most want to improve when you book. We start there.
  2. 02Watch a deal move end to endA sample deal goes from submission to funding-ready, with the automation and the human decisions in view.
  3. 03Talk through your setupWhich systems you use and how they would connect. Straight answers, no build required.
08 / PRODUCT DEMO

See it work in 30 minutes.

01Tell us what to focus onPick the areas you want to improve.
02Watch a deal move end to endA sample deal, submission to funding-ready.
03Talk through your setupHow your systems would connect.
Request a demo

See what PrefundEZ could automate in your operation.

Thirty minutes. A sample deal end to end, focused on what you want to improve.

Request a demo

See what PrefundEZ could automate in your operation.

Thirty minutes. A sample deal end to end, focused on what you want to improve.

Request a demo
How it works Request a demo