Operations infrastructure for lenders, brokers, and ISOs.
Speed-to-lead, submission operations, underwriting workflow, and reporting — built by a team that has run them inside a funding shop.
The problems we keep seeing in funding shops
Leads die in inboxes
New applications sit while reps dial stale lists. The fastest shop wins the file — and speed is an operations problem, not a hustle problem.
Submissions stall
Files wait on missing stips and manual packaging. Every re-touch is margin lost and a borrower one phone call closer to a competitor.
CRM data nobody trusts
Duplicate records, inconsistent stages, and missing fields drive commission disputes and forecasts nobody believes.
Reporting that can't answer the question
"What funded, from where, at what cost?" If that takes a week of spreadsheet archaeology, you're steering blind.
What we build for lending operations
- Speed-to-lead intake and routing — applications captured, enriched, and in the right rep's hands in minutes, not hours.
- Submission and underwriting workflow automation — intake, parse, score, route, package, submit, and track, with a human on every decision.
- Salesforce architecture at the Apex/SOQL level — not config-only admin work; real engineering on the platform your pipeline runs on.
- Lender data hygiene — deduped records, consistent stages, and validation at entry so the data stays clean.
- Analytics, attribution, and rep enablement — what funded, from where, at what cost, and which reps need what coaching.
Proof from inside the industry
BH Capital Funding — the operating layer behind a capital firm
The full business story: an AI underwriting engine plus the data hygiene, lender-history extraction, and standardized flows around it — the operating layer for a high-volume capital firm.
30 → 5 minutes per file · approvals in 2–3 hours · ~35% lower decline rate
Read the BH Capital story →BH Capital Funding — AI underwriting engine
Underwriting review time went from 30 minutes to approximately 5 minutes per file. Approvals moved from days to 2–3 hours. Intake, parse, score, route, package, submit, and track — wired end-to-end.
Read case →Underwriting data hygiene and lender-fit pre-checks
Cleaner, lender-aligned applications for a founder-led capital firm.
Decline rate down ~35%
Read case →Daniel Speiss co-founded BH Capital Funding. This case reflects work completed during that engagement. Metrics are operator-reported.
How we work with systems your revenue runs on
Lending clients hand us the systems their funding volume depends on, so the engagement machinery is built for transparency: a named account lead and assigned engineer as your direct contacts, a shared Confluence workspace logging activity, decisions, and change orders, checkpoint sessions with written recaps, and milestone billing — you pay on delivered checkpoints, not on faith. We take only the access the work requires. The full delivery machinery is laid out in the method.
The low-risk way in
AI Adoption Audit
Where automation and AI actually pay back in your intake, underwriting, and reporting workflows — with hour and dollar estimates, the data and process prerequisites you're missing, and a prioritized build roadmap with fixed pricing. Credited toward a build that starts within 60 days.
Scope the operating layer your shop is missing.
Book a scoping call and we'll map where files stall, where leads leak, and what to build first — or start with the free checkup.