Broker Edition · B2B Pilot

Turn more leads into finance-ready buyers.

FUNDINGGAUG≡™ Broker Edition embeds financing-readiness intelligence directly into the lead flow so brokers, franchise operators, and service networks can qualify faster, reduce fallout, and route stronger buyers sooner.

Request Pilot OutlineSee Qualification Workflow
Offer
$497/mo Broker Edition
Deployment
30-day pilot
Target
Brokers · franchisors · operators
Outcome
Qualify earlier · route stronger

The operating problem

Most teams still rely on manual intake, weak self-reported financials, and delayed financing conversations. That creates poor lead fit, slow handoff, wasted sales time, and preventable refund exposure.

The solution

Add financing intelligence at point of lead capture. Partners get earlier visibility into buyer readiness, likely capital capacity, and fit for financing handoff.

What Broker Edition includes

Branded intake flow
A co-branded candidate intake workflow designed for partner deployment.
Fundability scoring
Modeled readiness, capital-capacity indicators, and routing signals.
Partner portal
Token-gated portal to review leads, analytics, and qualification outcomes.
CRM push
Operational visibility for contact/deal sync and follow-up readiness.

Case-study proof

Franchise marketplace use case
Avoided roughly $10K+ in refund exposure associated with poor-fit leads.
RoofMaxx-related use case
Automated qualification replaced the equivalent of two manual screening roles and indicated approximately $80K–$120K in annual labor savings.
Pilot design
One workflow, one dashboard, one 30-day measurement window focused on qualification rate, finance-ready volume, labor savings, and speed to sales follow-up.

How it works

01
Prospect enters partner intake
02
Readiness inputs are captured
03
Scoring and capacity indicators are generated
04
Qualified leads are routed into financing and sales follow-up
05
Dashboard tracks outcomes

Start with a 30-day pilot

Stand up one workflow, define one KPI scorecard, and measure qualification rate, finance handoff, refund-risk reduction, and labor savings. This launch page should live on partners.fundinggauge.com so it does not disturb the current core site.

Request Pilot OutlineOpen Partner Portal