The funding orchestration platform for small-business finance
Fund more businesses. Carry less risk.
One white-label platform for your borrower site, your team and your back office, with US federal and state rules built into every step from application to funded.
Free 45-minute live demo · No cost, no obligation · Founding client spots are limited
Your bottlenecks, solved
Most funding businesses still run on inboxes, spreadsheets and memory
It works until volume grows, a rule changes in one state, or someone asks you to prove what happened. Here's where it breaks, and what changes.
Leads go cold
Every application lands in an urgent queue with an owner, a timer and automatic reminders to the borrower.
Document chasing
One upload slot per statement month, a live checklist for the borrower, and review that starts by itself when the file is complete.
Rules that change by state
Files reach only lenders your company may work with in the borrower's state. California will license small-business financing brokers from July 2028; the rules update in one place.
Hiring to keep up
Add our trained support team for intake and document follow-up instead of hiring for every new desk. See your own estimate in the calculator below.
No proof when it counts
Every consent, signature, message and notice is stored as it happened, and one click exports an evidence pack.
Finding lenders
Bring your lending partners and we connect them to your platform.
ClearVest Lender Network: coming soon
Without a platform
- Follow-up depends on who remembers
- Every state's rules handled by hand
- Proof scattered across email and phones
- Costs that grow with every hire
With ClearVest
- Every file owned, timed and reminded
- State rules applied to every placement
- Every consent, message and signature on record
- Flat pricing that never takes a share of your deals
How it delivers
One orchestrated path from first click to funded
Each stage does its own work and checks its own rules before the file moves on.
- 1
Application
Branded intake with consent recorded word for word
- 2
Underwriting
Starts by itself once the signed application and 6 statements are in
- 3
Placement
Only lenders you may broker to in the borrower's state
- 4
Offer
Rate, estimated APR, fees and total repayment side by side
- 5
Closing
Cost summary signed first, then the agreement, online
- 6
Funded
Team pay, records and an evidence pack, automatically
Platform
One platform, three views
A borrower experience that finishes the application
Borrowers land on your branded site, apply in minutes and finish everything else in their own portal.
- Guided application with a loan calculator
- One upload slot per statement month
- Sign online through Dropbox Sign
- Offers compared on full cost, choice can be changed
- Email and portal updates at every step
Your application · Sample
- Application signed
- Bank statements 6 of 6
- Offers ready to compare
Cost of hiring
What would it cost to staff these desks yourself?
Enter your own numbers. The estimate updates as you type.
Estimated first-year cost of hiring
$130,052
Compare it with adding our trained support team to your platform. We'll show you the seat pricing on your demo.
Illustrative estimate using your inputs. Default salary: U.S. Bureau of Labor Statistics median annual wage for loan interviewers and clerks, May 2025 ($50,020). Extra cost: typical 25–40% of salary for payroll taxes, benefits, recruiting and training. Your results will vary.
What's different
Built to protect the company of record
A compliance engine, not a checklist
State rules, decline notices, consents and records run inside the workflow, so the right thing happens by default.
Your borrower site, free
A modern landing page, application and portal under your brand and address, included with the platform.
Flat pricing, never a cut
A monthly platform fee plus seats. We never take a share of your funded deals, so our incentives never touch your offers.
Your team, or ours too
Run it with your own staff, or add our trained support team for intake and document follow-up under your supervision.
Built by funding people
Designed by people who have worked inside small-business funding, around how brokers and lenders actually work a file.
51
state rule sets (50 states + DC) applied to every file
6
pipeline stages tracked from application to funded
3
documents signed online: application, cost summary, agreement
5 min
between automatic system health checks, around the clock
For the companies that fund small businesses
Brokers & funding consultants
Run every file from first contact to funding under your own brand and address.
Lenders & banks
A white-label front door and intake workflow, with the records your compliance team expects from a vendor.
Credit repair companies
Add a funding side for clients who are ready, kept separate from credit-repair data.
Choose how much we take off your plate
Platform
The full platform and your branded borrower site, run by your own team.
See it on a free demoPlatform + managed team
Most help todayOur trained support team handles intake, document follow-up, scheduling and file updates inside your platform, under your supervision. We contact only people who applied and agreed to be contacted. Conversations about loan terms stay with your licensed people.
See it on a free demoPremium · Done for you
Coming soonEverything above, plus marketing and lead generation run under your brand, for a flat monthly fee. Ask about it on your demo.
Ask about it on your demoWe're onboarding a limited number of client companies at a time
So each setup gets hands-on attention from our team, and founding clients help shape what we build next.
- Your branded borrower site set up with you
- Your team's accounts, roles and two-step sign-in
- Your state rules and lender partners configured
- A direct line to the people building the platform
Questions, answered
Is ClearVest a lender or a broker?+
Neither. ClearVest is the technology platform. Your company is the broker or lender of record: your borrowers' agreements are with you, and you hold the licenses your business needs. The platform helps you follow the rules; it doesn't replace your own legal advice.
Which lenders are connected?+
You bring your lending partners and we connect them to your platform. The ClearVest Lender Network is coming soon. Live lender connections and some verification vendors are being set up now; in a demo, sample lenders and simulated checks are clearly labeled.
What does the free demo include?+
A live, 45-minute walkthrough from application to funded file with sample data, and a 24-hour view-only pass for your team afterwards. No cost and no obligation.
What is the founding client program?+
We're onboarding a limited number of client companies at a time, so each setup gets hands-on help: your branded borrower site, your team's accounts and your state rules configured with you.
How is pricing structured?+
A monthly platform fee plus a fee per team seat, billed in advance by bank transfer. Never a share of your funded deals. We'll walk you through the numbers on the demo.
Is our data kept separate from other companies?+
Yes. Each client company sees only its own files, staff use two-step sign-in, and sensitive details are encrypted.
See your workflow on ClearVest
A free, live 45-minute walkthrough from application to funded file, with sample data. No cost, no obligation.
Book your free demo