Features

Everything You Need to
Close More Deals

Powerful features designed specifically for funding professionals. From lead capture to funded deals, SwitchBox has you covered at every step.

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50+
Core Features
15+
Lender Integrations
99.9%
Uptime SLA
10K+
Happy Users

Four Pillars of Funding Success

Each feature is designed to solve real problems funding professionals face every day

Full-Cycle CRM for
Professionals

Centralize all your incoming leads, track their status, and never miss a follow-up. Our comprehensive CRM system is designed specifically for funding professionals.

  • 360° view of every lead and deal
  • Custom pipeline stages and workflows
  • Automated lead scoring and prioritization
  • Team collaboration tools
Learn more

AI-Powered
Lender Matching

Our intelligent algorithm analyzes deal criteria and historical success rates to suggest the best lender matches, increasing your approval rates significantly.

  • Machine learning-based recommendations
  • Historical success rate analysis
  • Real-time lender availability
  • Customizable matching criteria
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One-Click Multi-Lender
Submissions

Submit to 15+ portal lenders simultaneously with a single click. Save hours of manual work and reduce errors with our streamlined submission process.

  • Direct API integrations with lenders
  • Pre-filled application forms
  • Document auto-attachment
  • Submission tracking dashboard
Learn more

Funded Deals &
Commission Tracking

Track funded amounts, payback totals, commission splits, and funding dates. Get complete visibility into your revenue and team performance.

  • Real-time commission calculations
  • Split tracking for team deals
  • Payment status monitoring
  • Revenue forecasting
Learn more

And So Much More

Discover all the tools that make SwitchBox the choice of top funding professionals
Lightning Fast

Sub-second response times across all operations

Bank-Level Security

256-bit encryption and SOC 2 compliance

Cloud-Based

Access from anywhere, anytime

24/7 Support

Round-the-clock customer assistance

Analytics

Deep insights into your performance

Role-Based Access

Granular permission controls

Ready to Experience the Power?

Start your free trial today and see how SwitchBox can transform your funding business.

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Connect Your Entire Tech Stack

SwitchBox integrates seamlessly with the tools you already use, creating a unified workflow that eliminates data silos and manual transfers
QuickBooks
Accounting
Salesforce
CRM
Slack
Communication
Zapier
Automation
Calendly
Scheduling
HubSpot
Marketing
DocuSign
Documents
Stripe
Payments
Twilio
SMS
Mailchimp
Email

See How We Compare

SwitchBox offers more features and better value than the competition
Feature
SB
SwitchBox
C1
Competitor 1
C2
Competitor 2
Lead Management
AI Lender Matching
Multi-Lender Submission
15+ Portal Integrations
Commission Tracking
Real-time Analytics
Mobile Apps
24/7 Support
White-Label Option
Custom Workflows

Real Results from Real Customers

See how businesses like yours are transforming with SwitchBox

Everything Your Team Needs

Give your team all the essential tools they need to stay organized, collaborate effortlessly, and move projects forward with confidence — all in one powerful platform designed for productivity and growth.
Lightning Fast
Query results, screen loads, and processes all respond in under one second — keeping your workflow fluid and efficient.
Bank-Level Security
We safeguard your data with powerful 256-bit encryption, the gold standard used by banks and global enterprises. From user information to financial documents, every piece of data is encrypted, secured, and stored with the highest level of protection.
Cloud-Based
Your entire workspace lives securely in the cloud, allowing your team to collaborate and stay productive from any location.
Bank-Level Security
We safeguard your data with powerful 256-bit encryption, the gold standard used by banks and global enterprises. From user information to financial documents, every piece of data is encrypted, secured, and stored with the highest level of protection.
Lightning Fast
Query results, screen loads, and processes all respond in under one second — keeping your workflow fluid and efficient.
Bank-Level Security
We safeguard your data with powerful 256-bit encryption, the gold standard used by banks and global enterprises. From user information to financial documents, every piece of data is encrypted, secured, and stored with the highest level of protection.

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