$127,000
HVAC Contractor · Denver, CO
4 cards at 0%
Autonomous Financing
Every time a client asks where to get money and you don't have an answer — that's revenue walking out. CapitalFlow gives you a full funding department, white-labeled under your brand.
$127,000
HVAC Contractor · Denver, CO
4 cards at 0%
$350,000
Dental Practice · Austin, TX
Live Oak Bank
$85,000
Marketing Agency · Miami, FL
1.08 factor
$220,000
Construction · Phoenix, AZ
Heavy equipment
$198,000
E-commerce · LA, CA
6 cards + LOC
$75,000
Salon & Spa · Atlanta, GA
Revolving 24mo
$1,200,000
Real Estate · Brooklyn, NY
Fix & flip
$127,000
HVAC Contractor · Denver, CO
4 cards at 0%
$350,000
Dental Practice · Austin, TX
Live Oak Bank
$85,000
Marketing Agency · Miami, FL
1.08 factor
$220,000
Construction · Phoenix, AZ
Heavy equipment
$198,000
E-commerce · LA, CA
6 cards + LOC
$75,000
Salon & Spa · Atlanta, GA
Revolving 24mo
$1,200,000
Real Estate · Brooklyn, NY
Fix & flip
The Problem
A client asks their CPA, insurance agent, or consultant "where do I get money?" You shrug and refer them to someone you barely know. They leave. The commission goes to someone else.
Every unfunded client is a missed commission. Every referral out is trust you don't get back. Your service offering ends exactly where the money begins.
To offer funding, you'd need a license, years of lender relationships, underwriting knowledge, and dedicated staff. It's never been worth the investment — until now.
What You Get
You don't need to become a lending expert. You don't need to hire anyone. CapitalFlow embeds into your business, runs under your brand, and pays you commission when deals close. Your clients think it's yours. It is.
01 — FUNDING PLANS
Upload a credit report or have your client fill out a form. CapitalFlow analyzes their profile, matches them against 110+ lenders, and generates a professional funding plan you hand to them — branded as yours.
$capitalflow analyze --client "Johnson Mechanical"
analyzing credit... matching lenders...
✓ 4 funding options identified
✓ est. approval: $115K–$145K at 0%
✓ branded plan ready for delivery
02 — YOUR BRAND
The client portal, funding plans, emails, PDF reports — everything is branded as your business. Your clients see your logo, your colors, your name.
Custom Portal · Your Branding · Partner Dashboard
03 — AUTOPILOT
When a client gets funded through CapitalFlow, revenue routes to you automatically. Our fulfillment team can handle lender calls, documents, and closing.
Automated Revenue · Clear Fulfillment · Zero Manual Work
04 — 110+ LENDERS
Banks, credit unions, fintechs, SBA lenders, private capital, MCA providers. We know which ones will approve your client, what order to apply in, and how to maximize the total amount.
10 Product Categories · Approval Data · AI Matching
05 — 0% CREDIT STACKING
For clients with strong credit, CapitalFlow can stack multiple business credit cards and lines at 0% promotional rates — bureau ordering, inquiry timing, and application sequencing included.
0% Stacking · Bureau Strategy · Inquiry Mapping
Embed Your Lending Department
CapitalFlow isn't a tool you log into — it's infrastructure that lives inside your business. Drop it on your site, share your branded link, or embed it in your app.
Two lines of code on your site — or just share your branded portal link.
Client portal, funding plans, emails, PDF reports — all show your logo.
Lender communication, document collection, deal processing — all handled.
<!-- Add your lending department --> <script src="capitalflow.app/embed.js"></script> <div id="capitalflow-funding"></div>
Lending department active
Your site now shows a branded funding portal — clients apply, get matched, and you earn commission under your brand.
How It Works
What Makes CapitalFlow Different
Other platforms give you a piece. CapitalFlow gives you the whole thing — the analysis, the matching, the delivery, the branding, and the fulfillment.
Lendio — shows you offers
Builds the full plan + sequence
Parafin — enterprise platforms only
Any business, any size, any industry
Pipe — 2-4 weeks to funding
Funding plan in under 2 minutes
Generic CRM — tracks lead status
Tracks capital readiness + lender fit
Manual broker — limited network
110+ lenders, matched by AI
The Transformation
Same business. Same clients. Same relationships. But now you have a lending department that didn't exist five minutes ago.
Client asks about funding
You hand them a professional funding plan under your brand and earn revenue when they close.
Revenue stays flat
Every funded client adds commission income. Capital becomes a new revenue vertical without hiring.
Locked out of lending
A full lending department is live in minutes — white-labeled, AI-matched, and ready to earn.
Who It's For
Advisors & Professionals
Embed a full lending department under your brand. Generate funding plans, match clients to lenders, and earn commission — without becoming a broker.
You might be a
Brokers & Operators
Run on the same infrastructure top shops use — bureau sequencing, lender intelligence, stacking playbooks. One platform replaces a six-figure ops team.
You might be a
Platforms & Software
Add a lending layer in two lines of code. Users get funded inside your product. You earn on every close. No engineering sprint required.
You might be a
Revenue Calculator
Slide to your monthly client volume. See the commission potential.
5 clients / month
$10,500 / month
Based on 3 closed deals at percentage-based commission rates
See Your Numbers in a DemoPlatform Intelligence
LIVEReal-time lender intelligence powers every funding plan — so your clients get matched to capital they can actually close.
110+
Lenders in network
< 2 min
Avg. plan build time
87%
CapitalFlow approval rate
44%
Industry avg. approval
capitalflow_approval_rate = 87.3%
industry_avg_approval = 44.8%
lenders_in_network = 110+
max_0pct_stacking = $250,000
blueprint_time = < 120 seconds
deal_data_depth = 12+ years
Based on platform-wide match and approval data. Updated live.
What Partners Say
“We embedded CapitalFlow in our GHL agency in one afternoon. Three clients funded in the first month — that's revenue we were literally handing away before.”
“I run a credit repair shop. My clients needed capital after we fixed their scores. CapitalFlow gave me the whole lending stack without hiring a single broker.”
“Our SaaS users kept leaving to find funding elsewhere. Two lines of embed code later, they stay in our app and we earn on every close.”
FAQ
Get Started
The revenue was always in your relationships — your clients, your users, your audience. CapitalFlow gives you the infrastructure to capture it. Under your brand. On autopilot. Starting today.
Trusted by advisors, brokers, and platforms across 40+ industries · 110+ lender network · SOC 2 in progress