FundingPro learns your loan products, your territory, and your borrowers — then builds a marketing system around your specific points of difference. Fifteen minutes a day. More closings every month.
No credit card required · Brokers only · Built on SBA Preferred experience
Most AI tools make you prompt from scratch every day. FundingPro is built around you — once. After that, it knows.
A 12-question conversation captures what makes you different: what you close, where your borrowers are, what banks won’t touch, and who sends you deals. Every output from that point is built on your actual identity — not a generic broker template.
Every day, FundingPro generates a full content pack — LinkedIn post, email to your pipeline, social updates — rotating across every loan product and borrower type you serve. Review in under 15 minutes. Every piece is publish-ready. No editing required.
Every CTA is pre-loaded with qualifying questions — deal size, timeline, bank statements. Leads arrive ready to underwrite. When a rate signal hits or a competitor posts, you’re first to respond. Speed to contact at 5 minutes is 21× more likely to close.
The difference between a post that generates inbound and one that doesn’t is specificity. Zip code. Loan type. Borrower profile. We build every output from your data, not a template.
Not a content scheduler. Not a social media manager. A system built around how commercial lending deals actually get found, nurtured, and funded.
Live rate data, competitor signals, and territory intelligence — delivered as one-click draft triggers. When SBA prime moves, you’re the first broker in your market to post about it.
Real-time · Rate alertsA full day of content — social posts, email, outreach — generated in one shot. Rotates across every loan product and borrower type you serve. Your 15 minutes: review, approve, ship.
Full matrix · Publish-readyAI-researched personas for your specific markets and loan types, powered by ESRI Tapestry data. Every piece of content speaks to a real borrower in a real ZIP code — not a generic “SMB owner.”
ESRI Tapestry · Territory intelCPA outreach scripts tuned to your market. Attorney one-pagers. ESRI firmographic search finds referral partners in your territory. 40% of qualified SBA borrowers come through CPA relationships.
CPA outreach · Partner searchType a request in the chat. Get a fully rendered LinkedIn post, email, or flyer in the canvas. Refine with follow-up messages. Every draft knows your products, your territory, and your borrowers.
Chat + canvas · One-click publishAnnual theme → monthly campaigns → week-by-week action calendar. Every post, email, and outreach piece aligned to your market strategy. From your annual positioning to tomorrow’s LinkedIn post — one system.
Annual strategy · Editorial calendarEvery signal — rate change, competitor post, territory activity — becomes a one-click path to a published piece of content that puts your name in front of borrowers at exactly the right moment.
The math is simple: more visibility, more inbound, more deals in the pipeline. FundingPro is the system that makes showing up consistently possible in under 15 minutes a day.
I post twice a week now. My pipeline tripled. I have no idea what I did before this — I was invisible in my own market.
The CPA outreach scripts alone paid for it. Two new referral relationships in the first month. Now those CPAs send me two deals a week.
My LinkedIn went from 200 to 1,400 followers in six months. Three inbound deals came directly from posts it generated. The content sounds like me.
Built for brokers who close deals. If it doesn’t help you get more of them, cancel any time.
No credit card required to start · Cancel any time · Brokers only
Start with your loan products, your territory, and who sends you deals.
FundingPro builds your marketing plan from there.