ConnectedFi is a cloud-based solution that streamlines the deal flow of an equipment broker.
We help brokers manage all of their applications, pull credit reports, update funders' deal criteria, request financials, manage files, generate a term sheet for their borrowers, generate a commission invoice for funders, and communicate with your contacts directly through our system.
We are headquartered in Boulder, CO, but work with companies both in the US and in the UK. We built our company based on the values of TRUST, Transparency, Reliability, Users-First, Simplicity, and Teamwork and built our product side by side with our customers, so it's truly built by and for the broker.