Business finance CRM
Match leads to lenders in seconds
Lendex ranks your lender book against each lead, shows who to contact first, and keeps deals, tasks, and activity in one workspace—built for broker teams who need speed without sacrificing rigor.
Dashboard
Leads, deals, tasks, and what needs attention in one workspace.
Product
Built for how you actually work
The same pillars you use inside the app—matching, tracking, and pipeline—front and center.
Lender matching
Score every active lender against a lead’s profile in seconds—no manual matrix, no guesswork on who to call first.
Multi-lender tracking
Select multiple lenders per deal, record submissions, and follow each relationship without losing context.
Deal workflow
Pipeline stages, tasks, and notes tied to leads and deals so your team always knows what’s next.
How it works
From capture to tracked applications—linear steps your whole team can follow.
- 01
Capture leads
Embed a form or add leads manually with the funding fields your lenders need.
- 02
Match automatically
Rank active lenders against each lead with clear scores and explanations.
- 03
Prioritize outreach
See strong fits first—spend time on lenders that actually match the case.
- 04
Track to funding
Link lenders to deals, log activity, and keep everyone aligned in one workspace.
In the app
The same surfaces your team uses every day—pipeline, records, and deal board.
Leads
Full pipeline table: name, company, source, amount, status, and dates.
Lead record
Contact details, origin, and actions like email and create deal.
Deals
Kanban by stage—value, lenders, and progress at a glance.
Pricing
One paid plan per organization, billed monthly. Add seats as you grow.
Lendex
Per organization
- Includes up to 3 users
- Add additional users for £10/month each