Guides

A closer look at how Pipedrive organizes deals, conversations and follow-up for brokers and other small businesses, with practical examples and buying considerations.

See how GoHighLevel helps small businesses manage leads, automate follow-up, schedule appointments and combine CRM and marketing tools in one platform.

Chloe, the AI sales teammate built into Close, has already made more than a million calls to real leads in real pipelines.

Mientras otras opciones del mercado retroceden o endurecen sus requisitos para los clientes latinos, Luca (anteriormente Upfunding) lleva casi cuatro años avanzando en este sentido.

While other market options pull back or tighten their requirements for Latino merchants, Luca (formerly Upfunding) has spent nearly four years moving forward with it.

How syndication lets MCA and RBF funders write larger deals, recycle capital, and earn servicing income - plus the compliance line you can't cross.

Funder Intel launched five free SBA loan tools for brokers: a market data dashboard, rate tracker, lender intelligence database, deal qualification scorecard, and payment calculator. All built on real FOIA data.

Amex just launched its biggest commercial card bet in years, and it landed the week Brex's Capital One acquisition creates product uncertainty. Here's how the two platforms compare.

After the session, Funder Intel had the opportunity to catch up with Daniel David behind the scenes to talk about how he developed his unique observational abilities and why those skills are increasingly valuable in the modern business environment.

Nick De Jesus from Meridian Leads and Lendfax joined me on the podcast to discuss both companies, which offer marketing and lead generation services.

A reliable Revenue Based Financing/MCA calculator with more than just a simple factor rate tool. Visualize how daily or weekly payments impact your bottom line.

Upgrading to the American Express Platinum Card brought me more than just a credit card; it opened up a world of travel comfort, rewards, and exclusive experiences.

Break out of the office grind! Join Funder Intel at Earls Las Olas on Jan 15th for Capital After Hours. Build real relationships and network with a purpose.

Brokers: Stop using spreadsheets. Use the Funder Intel MCA calculator to explain pricing, build trust with merchants, and close more revenue-based financing deals.

Learn the key KPIs funders use in 2026 to evaluate brokers and sales partners, including approval ratios, deal quality, and post-funding performance.

The future of brokerage and lead generation is digital-first. Clients don’t just want access to capital — they want a smooth, modern experience. By building your own portals and apps, you elevate your business from “traditional broker” to “tech-enabled partner.” With Base44, you can build these tools yourself in days — at a fraction of the cost of custom development.

Always Evolving, Always Improving. Our mission is to stay ahead of the curve, continuously updating the course to reflect today’s underwriting realities, not last year’s. That’s why we’re thrilled to announce a powerful new addition to the course…

In an industry where speed, precision, and trust define success, Funder Intel has quietly launched something that’s already changing the game behind the scenes. It’s called the Funder Matching Tool, and it’s not another marketplace or gimmicky lead-gen form. It’s a performance-first, underwriting-guided matchmaking engine that connects business loan brokers to compatible funders in seconds. And it’s already working.

The new wave of brokers entering the space? Many are hungry, motivated… and totally lost. They don’t know how to source quality leads, structure a deal, or build lender relationships. This is your opportunity to...

We spoke with Curtis Sutherland, Head of Sales and Business Development at TAB Bank and a seasoned expert in ABL financing, to better understand what clients need to be ready for an asset-based loan.