The funding orchestration platform for brokers, consultants and lenders
Fundmorebusinesses.
Carrylessrisk.
One white-label platform for your borrower site, your team, your lenders and your back office, with key US federal and state rules built into the workflow from application to funded.
Free 45-minute live demo · No cost, no obligation · Founding client spots are limited
Why files stall
The industry's own numbers tell the story
Independent research on small-business funding, and what the platform does about each finding.
60%
of businesses that borrowed from online lenders said their actual borrowing costs were higher than expected.
On ClearVest, every offer shows the rate, estimated APR, fees and total repayment side by side, and the cost summary is signed before the agreement.
Source: Federal Reserve Banks, 2026 Report on Employer Firms (Small Business Credit Survey, 6,525 firms, Sept–Nov 2025)57%
of financial institutions cite inaccurate or incomplete small-business records as an underwriting obstacle.
On ClearVest, statements are read and cross-checked, the business is checked against official records, and a person reviews every warning.
Source: PYMNTS Intelligence, survey of 350 financial-institution executives in the U.S. and U.K. (2026)10
states require some form of commercial-financing disclosure, and the list keeps growing.
On ClearVest, placement follows each state's rules, and in disclosure states an offer needs the lender's disclosure before funding.
Source: Venable LLP, State Commercial Financing Disclosure Laws (March 2026)Third-party research, quoted as published. These are industry figures, not ClearVest results.
Your bottlenecks, solved
Where deals leak, and what changes
Pick who you are. Each answer is a feature that runs on the platform today.
You compete on speed and live on lender relationships. These are the places deals leak.
- 1
Leads go cold before anyone calls back
ClearVest: Every new application lands in an urgent queue with an owner and a timer. Borrowers get automatic reminders, and calls stay inside each state's calling hours.
- 2
Packets go out incomplete
ClearVest: One upload slot per statement month, a named checklist, secure upload links, and your team can upload for the borrower. Underwriting starts only when the signed application and 6 statements are in.
- 3
Lenders go quiet
ClearVest: Each lender gets a private file link that expires after 7 days. You see when it's opened and record every answer and offer in the file.
- 4
Every state plays by different rules
ClearVest: Files reach only lenders your company may work with in the borrower's state, and offers in disclosure states need the lender's disclosure before funding.
Real platform screen · sample data
How it delivers
Follow one file from first click to funded
Seven stages. Each one does its own work and checks its own rules before the file moves on.
Stage 1 of 7: Application
- 1Application
An application borrowers actually finish
Borrowers apply on your site one question at a time, with consent recorded word for word. Answers save as they go, so they can stop and pick up later.
- 2Underwriting
Nothing moves until the file is complete
Underwriting starts by itself once the signed application and 6 bank statements are in. Identity, business and sanctions checks run, and statements are read.
- 3Scorecards
Every check in one place, reviewed by a person
Check results and statement summaries sit together. Warnings go to a person; nothing is declined automatically.
- 4Placement
Only the lenders that fit, in the borrower's state
Placement follows each state's rules and your company's licenses, by fit, never by who pays more. Each lender gets a private, expiring link.
- 5Offer
Offers compared on full cost
Rate, estimated APR, fees, payment schedule and total repayment, side by side. Borrowers can change their choice before closing.
- 6Closing
A checklist until every box is checked
Each lender's own closing items, labeled uploads and reminders. The cost summary is signed first, then the agreement.
- 7Funded
Funded, recorded and paid
The file closes with its full history, an evidence pack and your team's pay statements.
Platform
Everything a file needs, in one place
Checks that run themselves
Official state business records, U.S. Treasury sanctions lists, the business email's domain record and identity checks, with every warning sent to a person.
- Business registryActive
- Sanctions screeningNo match
- Email domain recordOver 180 days
- IdentityVerified
Lender desk
Private file links that expire. See opens and record every answer.
Statement readers
Bank and card-processing statements read and cross-checked, then reviewed by your team.
6 of 6 months read
Closing checklist
Each lender's own items, labeled uploads and reminders. No funding until every box is checked.
51 state rule sets
Files reach only lenders your company may work with in the borrower's state.
One-click evidence pack
Consents with their exact text, signed documents with fingerprints, messages, notices and the full file history, exported together.
One back office
Commissions, agent pay statements and client billing, with roles for SDRs, funding advisors and admins.
Coming soonClearVest Lender Network
A growing pool of lending partners, matched on fit
Today you bring your own lenders and we connect them to your platform. Next, we're building the ClearVest Lender Network: lending partners your company can choose to work with, offered each file by state rules and fit, never by commission.
Matched on fit
State rules, product, amount and the documents on file.
Never by pay
Which lenders see a file never depends on commission.
Complete files
Private links that expire, with every open and answer recorded.
Your relationships
You stay the company of record with your borrowers.
Coming soon: the Lender Network is not available yet, has no member lenders today, and its details may change.
Types of lending partners we plan to invite. Illustration only.
The film
See the whole platform in under three minutes
Captions are built into the video. Narration is AI-generated. Screens show sample data; some features shown run in test mode.
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
7
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 demoWhat we're building next
AI follow-up agent
Drafts follow-ups for applicants who agreed to be contacted. Nothing is sent until your team approves.
AI marketing agent
Drafts posts and campaigns under your brand, for your approval.
Coming soon features, including the Lender Network, are not available yet and may change.
We'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?+
No. ClearVest is the technology platform and doesn't make loans or credit decisions. 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.
Does ClearVest use AI to make decisions?+
No. Lenders make every credit decision. The platform's checks and statement readers follow fixed rules, and every warning goes to a person. Our AI follow-up and marketing agents are coming soon and will only draft messages for your team to approve.
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.
How soon can I get a demo?+
We book demos at least two days ahead so our team can prepare for your business, and we hold only a few each day so every demo gets full attention.
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 demoNine years working with US-based companies taught me how good operations run. Since 2024, working directly with funding consultants and their clients, I kept watching good files stall in inboxes and lose momentum. I built ClearVest to fix what I saw firsthand.