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The fully digital solution for Financial Networks to acquire, onboard and retain customers.

Reduce time, cost and risk from start to finish

Digitize your entire application process, eliminate paper and provide a seamless customer experience

Supercharge your sales organization, manage your pipeline from lead generation and signature to a funded deal


We offer a dynamic program for independent and large networks in the diverse B2B marketplace. Our expertise is in training your group to identify and close opportunities and monetize valuable prospects

Consolidated Clearing will train agents to effectively gather documents and close deals using the DMCA process. 

Easy, Seamless and Secure

Secure and seamless document management. Merchant/Prospective Borrower can easily upload any document.

Independent bank statement verification through 3rd party integrations.

Focus On What's Important

Spend your time on valuable prospects. Consolidated Clearing deploys machine learning to help reduce fraudulent applications, saving you time, increasing conversions and reducing risk. 

Transparent Backend

Effectively control and manage your pipeline, from lead to signature to underwriting with ease and complete visibility into all stages!

From small lenders to big banks, learn how Consolidated Clearing is revolutionizing customer acquisition, onboarding, and client retention!

Start increasing your sales today!
Schedule A Demo


We'd love to hear from you


674 Broadway

Massapequa, NY 11758

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