SMS & email marketing
Introduce your organization, share funding programs, reconnect with prospects, and maintain referral relationships. Keep outreach connected to your contacts and pipeline.
Campaigns · Conversations · Contact lists
Built for business finance
FinanceFlowUSA
Your brand.
Stronger relationships.
More funding opportunities.
Connect SMS and email marketing, automated follow-up, and funding operations in one platform. From the first conversation to lender submission—and beyond.
ISOs & brokers Lenders & funders Your own brand
Reach your database
SMS and email campaigns connected to your CRM.
Keep opportunities moving
Consistent nurturing throughout your funding pipeline.
Connect marketing to funding
Applications, documents, and submissions in one place.
One connected platform
Everything between
first contact and funding.
Bring marketing, relationships, and daily funding operations into a shared process your team can follow.
Follow-up that keeps moving
Nurture new inquiries, incomplete applications, and outstanding documents with stage-based SMS and email sequences—while your team focuses on personal conversations.
Nurturing · Stage triggers · Activity history
Your brand. Your borrower experience.
Give business owners a clear place to apply and provide information through branded websites, funding applications, and customer portals connected to your domain.
Custom branding · Applications · Client portal
A CRM built around relationships
Organize prospects, customers, brokers, and referral partners. Connect contact information with communication history and deal activity for a shared view of every relationship.
Contacts · Communication history · Tasks
Organized files. Clearer next steps.
Bring application information and supporting documents together. Track what is outstanding, coordinate handoffs, and prepare funding opportunities for lender review.
Document collection · Applications · Pipeline
Connected lender submissions
Help ISOs organize and submit deals while lenders manage incoming opportunities and referral partners. Track submission progress independently from your application pipeline.
Partner channels · Submissions · Status tracking
See the bigger picture
One journey.
A clearer view at every step.
Centralized contacts, conversations, documents, and pipeline activity help your team see what’s ready, what’s outstanding, and what comes next.
- Coordinate your team with a shared funding pipeline.
- Keep borrower information connected to the opportunity.
- Follow submission progress and lender relationships.
- Build a database that supports repeat business.
Built for your side of the deal
Good relationships.
Connected funding workflows.
For ISOs & commercial finance brokers
Connect business development with application and deal management. Grow your borrower database while keeping communication, files, and lender submissions organized.
- Launch outreach and capture interest under your brand
- Nurture borrowers through applications and documents
- Manage lending relationships and prepare submissions
For lenders & funders
Keep referral relationship development connected to incoming funding opportunities. Communicate programs, organize broker contacts, and track the progress of submitted deals.
- Develop broker, ISO, and referral partner relationships
- Support partner onboarding and incoming submissions
- Coordinate opportunity review and deal progress
From outreach to opportunity
A connected process. Not a collection of tools.
Connect
Reach prospects and referral partners with SMS and email campaigns connected to your CRM.
Nurture
Continue the conversation with timely follow-up for new inquiries and incomplete applications.
Organize
Collect application information and documents, then track outstanding items in your pipeline.
Advance
Prepare lender submissions and coordinate the next steps with your team and partners.
Responsible outreach
Guardrails built into
your messaging process.
Tools that help your organization incorporate responsible business finance messaging practices into daily outreach.
10DLC registration support
Opt-out handling
DNC & litigator checks
Message creation tools
DNC and litigator checks apply to data added to SMS campaigns before sending. Your organization remains responsible for appropriate consent, campaign use, and its messaging practices.
Hands-on deployment
Configured for the way
your organization works.
Your platform should reflect your process—not the other way around. During onboarding, the team reviews how you capture inquiries, follow up, collect documents, and move opportunities toward submission.
Deployment is scheduled around your requirements and implementation capacity. Your overview is the place to confirm scope, priorities, and a realistic launch timeline.
Establish your brand
Align your branding, business domain, and borrower experience.
Configure your process
Set up pipeline stages and the workflows in your agreed scope.
Prepare your team
Coordinate deployment and build a practical setup your staff can use confidently.
Built on FinServe’s business finance industry experience.
Bringing lenders, funders, ISOs, brokers, and professional referral partners together—with infrastructure for lasting relationships and coordinated funding workflows.
Questions, answered
Get to know
FinanceFlow.
Want to talk through your workflow?
Book a personalized overviewWhat is FinanceFlow?
FinanceFlow is a business finance funding automation platform for lenders, funders, ISOs, and commercial finance brokers. It connects marketing, contact management, automated nurturing, applications, document collection, and lender submissions.
Does it include SMS and email marketing?
Yes. SMS and email marketing tools are connected to your contacts and funding pipeline, so outreach, replies, and follow-up stay part of the same process.
Can I use FinanceFlow under my own brand?
FinanceFlow supports branded websites, funding applications, and customer portals connected to your business domain and workflow. Branding and configuration are reviewed during onboarding.
What can automated follow-up cover?
Follow-up can support new inquiries, incomplete applications, outstanding documents, past prospects and customers, and ongoing broker and referral partner relationships.
How does FinanceFlow support responsible SMS marketing?
The platform includes 10DLC registration support, opt-out handling, message creation tools, and DNC and litigator checks on data added to SMS campaigns before sending. Your organization remains responsible for appropriate consent and messaging practices.
What happens during onboarding?
The team reviews your funding process, establishes branding, configures pipeline stages, and sets up the communication and funding workflows in your agreed deployment scope. Onboarding is scheduled around your needs and implementation capacity.
Your brand. Your pipeline. Your growth.
Bring your funding workflow together.
Create your account to get started, or book an overview to explore FinanceFlow with your organization’s process in mind.
Your business email. Your next step forward.