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.
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!