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Find the right lender in seconds, automate deal flow, and close more funding — all in one place.
⚙️ Demo Mode – Try it free, no login required.
Most users close 1 extra deal a month using BrokerBuddyOS — that's $2,000+ back in your pocket.
See how BrokerBuddyOS matches deals with lenders in seconds — no signup required. Run up to 3 free demo matches and experience the platform in action.
🎯 Try the Demo MatchManually 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.
BrokerBuddyOS 3.0 combines smart automation with powerful insights — built specifically for equipment finance brokers.
Instantly pairs your deals with the best lenders using AI matching logic.
Know exactly where every deal stands with clean progress insights.
Share documents and updates with clients in one secure space.
Save hours of manual underwriting and follow-ups each week.
| Feature | BrokerBuddyOS 3.0 | Other Providers |
|---|---|---|
| Pricing | Transparent: $39-197/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| User Interface | Modern, mobile-first design | Outdated, desktop-only |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 |
| Support | 24/7 chat + phone support | Business hours email only |
Choose the plan that fits your brokerage. No contracts, cancel anytime.
Perfect for solo brokers testing automation
Billed monthly
Most Popular — for active brokers who want full automation
Billed monthly
For small teams that need integrations and scale
Billed monthly
No credit card required
Start using immediately
Cancel anytime
No long-term contracts
Data security
Bank-grade encryption
Not at all. BrokerBuddyOS is designed for busy brokers — setup takes less than 5 minutes.
Still have questions?
Join 200+ independent brokers already using BrokerBuddyOS.
No credit card required • Cancel anytime