Capzy brings client intake, pipeline, calls, tasks, lender placement and performance into one commercial finance CRM — so brokers spend less time rebuilding context and more time progressing the right next action.
Every surface points back to the same application, owner and next action. Brokers can see what changed; broker leads can see where work needs attention.
Keep application answers, documents, messages, tasks, calls and lender activity together — so the next conversation starts with context.
Work from a shared pipeline with due tasks, inbox conversations, appointments and call activity instead of rebuilding the day from spreadsheets.
Review lender fit, prepare the deal file and follow submissions, requests and offers without losing the client story between systems.
Give broker leads a view of ownership, allocation, performance and compliance while each broker stays focused on the work in their scope.
Capzy keeps qualification, lender placement and follow-up on one continuous deal path. The stage is visible, but the evidence and client conversation stay close behind it.
Open the workspace and know which client needs you next — and why.
Create applications directly or receive them from Capzy intake and partner channels with their source and client details attached.
Keep application facts, Funding Score, Companies House details, bank evidence and documents beside the broker's notes and next actions.
Use the lender directory and deal record to review fit, prepare submissions and follow information requests, decisions and offers.
Track conversion, response speed, pipeline ageing and team performance using the same operating data brokers work from every day.
Move from the board into the application, messages, documents, calls or lender activity without losing ownership or deal stage.
Capzy is a commercial finance broker workspace that brings client intake, applications, pipeline, tasks, communications, lender placement and performance into one operating view.
Yes. Individual brokers can work their own book, while broker leads can coordinate ownership, allocation, team workload and performance within their permitted scope.
Yes. Brokers can review lender fit, keep the deal file together and track submission activity, information requests, decisions and offers from the client record.
Existing Capzy broker users can sign in to their workspace. New brokerages can contact the Capzy team to discuss their workflow and arrange a product demo.
Show us how your brokerage works today. We'll walk through the Capzy workspace around your real operating flow.