Comprehensive Solutions

One Platform for
All Your Funding Needs

Comprehensive solutions designed for every aspect of your funding business. From lead capture to funded deals and commission payouts, we've got you covered with intelligent automation and powerful tools.

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Save 5+ Hours Daily

Automation eliminates repetitive tasks

Close 40% More Deals

Better tools mean better outcomes

Track Every Dollar

Complete financial visibility

Stay Compliant

Built-in security and compliance

Respond Instantly

Real-time notifications and alerts

How SwitchBox Works

A seamless workflow from lead to funded deal – automated, optimized, and designed for maximum efficiency

Capture Leads

Automatically capture leads from multiple sources including web forms, integrations, and manual entry. Every submission is auto-tagged with source, campaign, and timestamp.

  • Multi-channel capture (web, phone, referral)
  • Automatic source attribution
  • Lead scoring on entry
  • Instant team notification
Learn more

Comprehensive Solutions for Every Need

Everything you need to run a successful funding business, all in one powerful platform

Powerful Tools, Simple Interface

Work smarter with advanced tools wrapped in a clean, easy-to-use interface.

Full-Cycle CRM for Professionals

Centralize all your incoming leads, track their status, and never miss a follow-up. Our comprehensive...

50% Time Saved

AI-Powered Lender Matching

Our intelligent algorithm analyzes deal criteria and historical success rates to suggest the best lender...

40% Higher Approval

One-Click Multi-Lender Submissions

Submit to 15+ portal lenders simultaneously with a single click. Save hours of manual work and reduce...

5hrs Saved Daily

Commission & Revenue Tracking

Track funded amounts, payback totals, commission splits, and funding dates. Get complete visibility int...

$2B+ Tracked

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 who need to manage complex deal flows.

  • 360° view of every lead and deal
  • Automated lead scoring
  • Smart reminders
  • Custom pipeline stages and workflows
  • Team collaboration tools
  • Contact enrichment
50% Time Saved

AI-Powered Lender Matching

Our intelligent algorithm finds the best lender for your deal.

One-Click Multi-Lender Submissions

Submit to 15+ lenders simultaneously.

Commission & Revenue Tracking

Track revenue, commissions, and funding status.

Ready to Experience the Power?

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

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