New product lines without a new platform.
The brokerages that survive cycles diversify. CS Broker runs MCA, HELOC, equipment, and lines of credit in one pipeline — same reps, same system, same reporting.
8 lenders submitted · 52 seconds
The problem
Diversifying used to mean a second platform, a second login, and a second team to run it. That's how good ideas die on the roadmap: the operational cost of the next product line is higher than the revenue it adds in year one.
Built for the way you actually operate.
HELOC
Live since March 2026. A HELOC candidate panel surfaces qualifying merchants on the opportunity, and Figure — the first integrated HELOC lender — takes submissions through the same channel as everything else. Your MCA declines become HELOC conversations instead of dead files.
Equipment Finance
Live since June 2024. Equipment deals run the full CS Broker lifecycle — application through funding — alongside your working-capital pipeline.
Line of Credit
LOC deals flow through the same submission network — FundBox is the first fully integrated line-of-credit funder.
This is the point of building on Salesforce: one data model that takes the next product line without a migration, a second login, or a quarter of operational pain.
Related capabilities
Questions, answered.
No — same pipeline, same submission channel, same commission tracking. The product changes; the operation doesn't.