Features
Powerful tools for modern brokers
Deal Pipeline Management
Visualize your entire deal flow with a Kanban-style pipeline. Drag and drop deals between stages, set custom statuses, and never lose track of a single opportunity.
Lender Marketplace
Access a curated network of funding sources. Submit deals to multiple lenders with a single click and let our smart matching engine find the best fit for every deal.
Underwriting Workflow
Centralized document management and approval workflows. Upload bank statements, tax returns, and applications — everything organized and accessible in one place.
Real-Time Communication
Built-in notes, team chat, and deal activity timelines keep every stakeholder in sync. Tag teammates, set reminders, and never miss a critical update.
Smart Analytics
Custom dashboards, revenue tracking, approval rates, and team performance metrics. Make data-driven decisions with real-time reporting and visual charts.
Built-in Phone System
Make calls, send SMS, and track every conversation directly from SwitchBox. Local numbers, call recording, and 10DLC compliance built in.
Document Center
Secure document storage and sharing. Upload, organize, and access bank statements, applications, and contracts — all tied to the right deal.
Commission Tracking
Automatically track commissions, splits, and payouts across every deal. Connect with QuickBooks for seamless accounting integration.
Team Management
Role-based permissions, team leaderboards, and performance tracking. Manage your entire organization with granular access controls.
Visual pipeline that mirrors your workflow
Customize stages to match exactly how your team works. From lead intake to funded — every deal is tracked with full context.
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Drag-and-drop Kanban board
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Custom deal stages & statuses
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Automated stage transitions
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Deal tagging and filtering
The right lender for every deal, instantly
Our intelligent matching engine analyzes deal criteria and lender preferences to surface the best funding sources automatically.
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Smart lender matching
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One-click multi-lender submissions
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Lender criteria management
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Response tracking dashboard
Actionable insights at a glance
From revenue trends to team performance, get the data you need to optimize operations and grow your business.
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Real-time revenue dashboards
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Approval rate analytics
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Team performance leaderboards
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Custom report builder
Ready to see it in action?
Get a personalized demo and see how SwitchBox can transform your funding operations.