CapFlowOS replaces the spreadsheet and the sticky notes. A real operating system for alternative lenders — automated pipelines, live deal tracking, and client management that works while you sleep.
Not another SaaS dashboard. An operating system that handles the work between deals.
Applications come in, get scored, and routed to the right product instantly. No more manual triage. Based on loan size, business age, revenue — matched to your best-fit product.
Every deal visible from first touch to funded. Drag-drop stages, auto-reminders on stalled deals, and instant status for your clients — without you lifting a finger.
Collect financials, contracts, and compliance docs in one place. Auto-reminders for expiring docs. No chasing via email — clients upload, you approve, done.
Origination volume, approval rates, avg deal size, revenue by product. Monthly reports auto-compiled so you know where your business actually stands — not guess.
Automatically reach out to stalled deals, expire-check leads, and remind clients of pending documents. The pipeline moves because the system moves it.
Lines of credit, term loans, working capital — track all your products in one view. Know exactly what's performing and what's stalling, by product.
Every inbound application — web form, referral, repeat client — drops into your pipeline. No more checking email, texts, and voicemails separately.
Based on your criteria, deals get sorted. High-priority applications surface first. The right product gets matched. You just review and decide.
Automated requests go out. Clients upload what you need. The checklist stays green until everything is in. No more back-and-forth via email.
Deals move through stages automatically. Stalled deals get flagged. Reporting is always ready. You focus on the relationship — the rest runs itself.
The businesses that need alternative financing are growing. The lenders who can move fast and operate cleanly will capture it. CapFlowOS is built to make you that lender.