Know every deal, every rep, every dollar — without asking.
The pipeline layer of CS Broker: capture, route, work, and measure every deal — with the system telling your team what's next.
The problem
You can't tell your best rep from your luckiest rep. Three close consistently, two don't, three are a mystery — and without source-to-funded attribution you're coaching, paying, and hiring on vibes. Meanwhile the pipeline status lives in whoever you last asked.
Built for the way you actually operate.
Capture and route
Lead management with attribution from the first touch; assignment and routing rules put the deal in the right hands immediately. Multiple opportunities per merchant, configurable naming, ISO preserved on every new opportunity.
Work the deal in one place
Calls, emails, and texts logged automatically; tasks and follow-ups triggered by stage, not memory; Chatter threads keep the team on the deal instead of in a group text.
Measure what matters
Pipeline and rep performance in real time — deals by source, conversion by rep, funded volume by lender. Track cost per funded deal by lead source and find out which vendor you should have fired last quarter.
The system directs the work
Notifications, queues, and task-driven alerts tell each rep what's overdue, what's blocked, and what's next — so the morning to-do list builds itself.
Related capabilities
Questions, answered.
It's Salesforce with the broker operating layer built in — deal lifecycle, lender workflow, commission logic, and the automation between them. You get the platform's power without building it yourself for two years first.