Tech Enabled Lending Brokerage with Proprietary Software

Los Angeles, CA

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NDA & Profile

Executive Summary

Asking: $1,749,999

Gross Revenue: $1,200,000

Potential Cash Flow: $779,000

This disruptive loan platform automates the front-end underwriting with its unparalleled OCR technology and lender matching process for commercial, residential, business and personal loans at a 95% match rate. The software’s artificial intelligence (AI) component can scan personal financial statements and tax returns, thus replacing data input, while auto populating loan application data. These automations allow users to reduce 80% of the time to complete loan applications and thus reliance on a loan officer’s role, while allowing a focus shift to business development.

This fintech company’s SAAS software helps to match banks, lenders, brokers, RE agents, consultants and consumers efficiently find the right loan. The company’s database, which is syndicated with over 300 leading lenders, has funded $850M+ in loans. It’s estimated that their system allows brokers to increase their productivity tenfold while quickly shopping the closest matches and virtually eliminating inaccurate loan quotes. The software’s intuitive interface allows the portal to provide instant access hundreds of lenders, solidifying its relationships with brokers, realtors, banks and consumers. The platform has generated $350M in Loans, has a $38M pipeline, and its clients hold $1.3B in assets.

Since its December 2022 launch, the recurring SAAS revenue has exceeded $50k since its first year in the market, with an 80%+ adoption rate and 55% growth.

Accounts Receivable Included In Asking? No


This company operates out of an office with a full staff of experienced lending professionals, software developers and operations personnel. Given the nature of the opportunity, buyers may relecate or embrace a virtual or hybrid model.


This platform stands out from lead aggregators such as Lendio and Lending Tree that strictly work on a referral only basis. Alternately, while Numerated, Turnkey-Lender or Ncino also provide a lender dashboard they don’t offer full spectrum lending or uncapped requests. No competitors boast the OCR technology this enterprise possesses that’s helped it to achieve a 95% funding rate.

Growth & Expansion

This SAAS oriented provider has been developed to scale to go public via IPO or to get acquired by a like-minded Fintech firm enroute to becoming a similarly disruptive unicorn. Given the company’s flexibility, it has the opportunity to go broad across all lending markets, go deep across the residential markets nationwide, focus on a B2C model and directly broker for businesses and consumers, become a customized private label software solution licensed to loan brokers, bank or alternative lender’s needs.

Support & Training

Seller will train for 4 weeks at 20 hours per week or as negotiated
Reason For Selling: Seek to Accellerate Growth

Mergers & Acquisitions, Valuation & Exit Planning for the Lower Middle Market.

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