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Stop wasting time on bad lender matches. Our AI analyzes 100+ criteria to find the perfect lenders for every deal - in seconds, not hours.
Manually researching lenders, criteria, and contact info burns valuable time you could spend closing deals.
You're submitting to familiar lenders instead of the ones most likely to approve your specific deal.
Industry average is 35% approval rate. You're leaving money on the table with poor lender selection.
Emails, folders, and sticky notes. Your documents are scattered and you're missing critical deadlines.
I was spending entire mornings just figuring out which lenders to call. Now the AI does it in 30 seconds.
BrokerBuddy OS 3.0 combines the best CRM features with cutting-edge AI to find perfect lender matches every time.
Our AI analyzes 100+ criteria including deal size, industry, credit profile, and lender appetite to rank the best matches.
Upload bank statements, tax returns, or financial docs. Our OCR extracts data and populates deal profiles automatically.
Custom workflows automatically assign tasks, send follow-ups, and track submission status across multiple lenders.
Real-time dashboards show which lenders are approving deals, average decision times, and commission tracking.
Full functionality on your phone. Update deals, communicate with clients, and check status from anywhere.
White-labeled portal where clients upload documents, track deal progress, and communicate securely.
| Feature | BrokerBuddy OS 3.0 | Other Providers |
|---|---|---|
| Pricing | Transparent: $19-99/month | Hidden: "Contact for quote" |
| AI Lender Matching | Advanced AI with 100+ criteria | Basic filtering only |
| Document OCR | Full OCR + AI data extraction | Manual document handling |
| User Interface | Modern, mobile-first design | Outdated, desktop-only |
| Setup Time | 30 minutes with guided onboarding | Weeks of complex configuration |
| Free Trial | 3-day trial, no credit card | Demo only, no trial |
| Support | 24/7 chat + phone support | Business hours email only |
No hidden fees, no setup costs, no long-term contracts. Start with a 3-day free trial.
For new brokers and solo operators getting their feet wet.
For growing firms that want automation and AI to save time.
For established brokerages that need branding, reporting, and customization.
Large brokerages with unique requirements can get custom pricing and features.
Our AI analyzes over 100 data points including loan amount, industry, credit score, business age, revenue, equipment type, and geographic location. It then matches these against each lender's criteria, approval history, and current appetite to rank the best options. It's like having a lender expert who knows every lender's preferences sitting right next to you.
Still have questions?
Join 500+ brokers already using AI to close more deals faster.