FOR FINANCE & CAPITAL

The partner platform built for how capital actually moves.

PartnerApp is a fully managed partner platform service for finance. Our team designs, builds, and maintains a custom-branded portal for your lending or brokerage operation — configured for ISO agreements, multi-party commission splits, encrypted banking workflows, and the realities of how capital actually moves. Live in 7 days. You don't touch any technical setup.

Book a 20-min demo See how it works

Built on a production deployment serving an active HELOC lender. Now opening to founding customers across finance.

BUILT FOR EACH PLAYER

Same platform. Different workflows.

Pick your role and see how PartnerApp fits your operation.

WHAT'S BREAKING

Your broker channel is leaking deals.

Brokers go dark after one deal

They submit, get an answer, and disappear. No system to keep them engaged or remind them you exist.

ISO agreements live in DocuSign limbo

Manual follow-up, no tracking, no automation between agreement signed and broker onboarded to your portal.

Commission disputes eat your AMs' time

Brokers ask 'where's my payment' weekly. Finance scrambles to reconcile. Trust erodes.

HOW PARTNERAPP HELPS

A complete broker channel, configured for lending.

Branded broker portal at your domain

Brokers log in, submit deals, track status, and get paid — all under your brand.

Automated ISO + W-9 collection

Tokenized signing flows. Automated portal access on signature. No manual chase.

Encrypted banking and payout workflow automation

ACH file generation, Zelle and PayPal tracking, monthly statements generated automatically. Brokers see exactly what's owed and when it's coming. You pay through your bank — we handle everything else.

Optional: we source new brokers for you

Growth tier includes active outreach campaigns to recruit qualified brokers into your channel.

See it in action Pricing for lenders
BUILT FOR FINANCE

Features that generic CRMs don't have.

PartnerApp is configured for the realities of capital — encrypted data, regulatory awareness, and the workflows the industry actually runs on.

Encrypted Banking Data

Bank-grade encryption for routing/account numbers using pgcrypto. Last-4 displayed for verification. Compliance-ready.

Routing Number

••••••4521

Account Number

••••••••7839

AES-256 Encrypted

ISO Agreement Automation

Tokenized signing links. Automated portal access on signature.

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Send Agreement

NACHA-Ready Payment Files

One-click ACH file generation in NACHA format. Upload to your bank's portal, payments execute, statements auto-send. No new payment processor required.

Export ACH File

Connects to Your Stack

PartnerApp connects to your CRM, accounting, email, and other tools through Zapier and webhook-based integrations — configured during your custom build. GoHighLevel runs in production today. HubSpot, Salesforce, and 6,000+ other tools supported via Zapier.

via Zapier
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GHL
Hu
HubSpot
Sa
Salesforce
Sl
Slack
QB
QBooks
Gm
Gmail
PartnerApp

Complete Activity Logging

Every action logged. Every document timestamped. Every webhook tracked. Full visibility into who did what, when.

action: doc_uploaded
action: payout_generated

Monthly Statement PDFs

Auto-generated branded statements. Sent on schedule.

May_2026_Statement.pdf
✓ Sent
MORE THAN SOFTWARE

We work across the whole capital ecosystem.

PartnerApp customers include lenders, mortgage brokers, MCA brokers, and the referral sources that feed them — agents, accountants, financial advisors. Because we work across the ecosystem, we sometimes make introductions that benefit our customers on both sides.

It's not a marketplace. It's not a directory. It's a side benefit of building the partner infrastructure for an entire industry: when a lender needs more brokers and a broker is looking for a new lender to work with, sometimes we can help.

Available to Growth-tier customers where relevant. Never automated, never spammy.

PALendersMortgageBrokersMCABrokersRealEstateAgentsAccountantsAdvisors
CASE STUDY

How a HELOC lender built their broker channel in 3 weeks.

Fundrock Capital

A private HELOC lender needed to scale their broker partner channel beyond the founder's personal network. Manual deal tracking, scattered ISO agreements, and ad-hoc commission spreadsheets were limiting growth.

3 weeks

From zero to production

Full automation

ISO signing → portal access

0 manual statements

Auto-generated, auto-sent

PartnerApp deployed a fully branded broker portal with automated ISO agreement collection, tokenized document upload, encrypted commission tracking, and monthly statement generation. The lender's account managers now spend their time funding deals — not chasing paperwork.

brokers.fundrockcapital.com

Fundrock Capital

Broker Portal

HELOC

Active Brokers

34

Pipeline

$4.2M

This Month

$12,450

New Lead

Deal 1

$150K

Underwriting

Deal 2

$225K

CTC

Deal 3

$300K

Funded

Deal 4

$375K

Custom branding per clientReal-time deal pipelineAutomated commission tracking
PRICING

Same pricing. Same value, regardless of vertical.

Whether you're a lender, a broker, or an ISO operator — PartnerApp's pricing is consistent and transparent.

PRICING

Simple pricing. No surprises.

Setup includes your full custom build. Monthly fee covers hosting, maintenance, support, and ongoing improvements. No DIY. No hidden costs.

MonthlyAnnual (save 20%)

FOUNDING CUSTOMER PROGRAM— Our first 10 customers lock in 40% off for 12 months. 7 spots remaining.

Starter

For businesses that want a fully managed partner portal — branded, configured, and maintained by our team.

$750/mo$1,250

Billed monthly. 30 days notice to cancel.

$2,500 setup — includes full custom build, branded portal deployment, custom domain setup, workflow configuration, integrations setup, and team training. One-time fee.

Get founding pricing
  • Custom-branded partner portal
  • Up to 100 partners
  • Deal pipeline + kanban
  • Payout workflow automation (ACH, Zelle, PayPal)
  • Document collection
  • Integrations via Zapier + webhooks
  • Real-time chat
  • Email support
Most Popular

Growth

For businesses that want the portal AND active partner sourcing — our team recruits new partners into your channel.

$3,500/mo$5,500

Billed monthly. 30 days notice to cancel.

$2,500 setup — includes full custom build, branded portal deployment, custom domain setup, workflow configuration, integrations setup, and team training. One-time fee.

Get founding pricing

Everything in Starter, plus:

  • Unlimited partners
  • Active partner sourcing campaigns
  • Native API + advanced integrations
  • Custom workflow automation
  • Quarterly strategy calls
  • Priority support, same-day response
  • Dedicated account manager
FINANCE-SPECIFIC QUESTIONS

Questions finance operators ask.

Ready to build a real partner channel?

Whether you're a lender chasing more deal flow, a mortgage broker managing referral sources, or an MCA shop running ISOs — PartnerApp is built for how finance actually works.

Book a 20-min demo Get founding pricing

7 founding customer spots remaining.