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SMB Broker Connect™

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A Game Changer for SMB Brokers

SMB Broker Connect utilizes the industry’s first and only Universal Funding Gateway to easily and seamlessly connect you to your lenders. Image having not having to enter your deal data into multiple lender portals or sending data insecurely by email.

With SMB Broker Connect, enter your deal data one time, select your lenders, and push a single button to instantaneously submit your deal to all of them.  All submissions are made via a safe and 100% secure API.

 

Tired Of The Deal Submission Hassles

APIs, Portals and Emails. It’s something different for every lender. This slows down your production and costs you deals.

More Time Selling – Less Time Submitting Deals

Enter your deal information one time and seamlessly submit to all your lenders with the push of a button.

With SMB Broker Connect, you’ll enjoy

Increased Operational Efficiency

  • Faster Submissions – First to Fund
  • No Need to Build and Support APIs – We can get these up immediately
  • Meet All Lender Data Requirements The First Time – Enhanced API
  • Custom data rules and requirements – Complete data the first time!

Increased Data Integrity

  • Direct Data Transfer
  • No double entry into a portal
  • Increased Security – 100% Encrypted Data Transfer
  • No more email submissions

Increased Opportunity

  • Immediately Submit to More Lenders

A Competitive Advantage

  • More Time to Sell
  • Time Kills Deals – We give you time
  • Increased Bottom-Line Profits

Schedule A Call

Have a KATEYO expert walk you through a system demo. Using your monthly deal volume, we’ll show you exactly how much you’ll grow your bottom-line profits. Let’s get started.

SMB Broker Connect FAQs

Can I use my existing CRM with SMB Broker Connect?

Yes. Our development team is regularly creating API connections to the top CRM systems used in the industry.  If we do not already have a connection for your CRM, we can create one within about 2 weeks.

Can I use SMB Broker Connect if I am not using a CRM?

Yes. As a broker, you do not need a CRM to use SMB Broker Connect.  You can enter your deals directly into the system and submit to all your lenders with the push of a button.

Will my deal data be shared?

Absolutely not.  In fact, we delete all deal information after 45 days so there is no long-term risk of breach.

Is KATEYO affiliated with any lender or broker?

Absolutely not.  We are 100% independent.