Everything between "new lead" and "funded" — in one system.
CS Broker runs the whole shop: intake, parsing, submission, offers, funding, commissions, renewals. Built for brokerages doing real volume — on Salesforce, so it never stops fitting.
You've outgrown every tool you've ever bought. The CRM that worked for a quarter. The MCA platform that broke when you added a product. The custom build nobody alive fully understands. The problem was never your operation — it's that the software was smaller than your business. CS Broker is the first one that isn't.
One shop. One system. Every step.
See it before you talk to anyone.
Click through the real product — broker side or lender side. No form. No sales call.
The platform tells the team what needs to happen next.
28
pre-built lender APIs
4.8
on G2
15-day
money-back guarantee
One brokerage, every product.
MCA today. Equipment tomorrow. HELOC after that. CS Broker runs them all in one pipeline — because the shops that survive cycles are the ones that diversify without drowning.
Questions from brokers like you.
A CRM tracks conversations. CS Broker runs the business: submissions, offers, stips, commissions, renewals — the operational layer a CRM was never built for, on the Salesforce platform your next decade can grow into.