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What's new in Fundlane.

The first public release of the Fundlane workspace—from intake through renewal.

1.0

Initial releaseSeptember 2026

Pipeline and intake

Keep deal records, ownership, and next steps together. Bring merchant information and supporting files into the deal, and see what still needs to be collected.

  • Follow applications through pipeline stages
  • Collect applications through configurable forms
  • Import spreadsheets with field mapping and review
  • Organize documents and request missing files
Fundlane pipeline with synthetic brokerage deals across application and funding stagesSynthetic Harbor Coffee application and its required fields in Fundlane

Underwriting and funder matching

Review bank-statement analysis alongside the deal, then compare configured funder criteria before you prepare and send a package.

  • Review bank-statement analysis
  • Compare eligibility and ranked fit
  • Review packages and preflight checks
  • Track each destination and submission outcome
Fundlane underwriting review for an illustrative merchant applicationFundlane submission tracking with synthetic sent, queued, and exception records

Offers, closing and renewals

Keep offer terms, revisions, and outstanding requirements connected to the deal, then bring funding history into the next conversation.

  • Compare offers and track revisions
  • Manage stipulations and merchant upload requests
  • Track contract workflows and record funding
  • Configure renewal eligibility thresholds
Fundlane offers and closing with a synthetic Northside Kitchen offer and complete termsFundlane renewal workspace with illustrative funding and eligibility records

Reporting and team

Follow commissions and payment records, then keep ownership clear with the right access for each teammate.

  • Track commission splits and payment records
  • Review rep funnels and team contribution
  • Manage company roles and deal assignments
  • Control financial visibility and team access
Fundlane rep performance report with synthetic records and explicit financial visibility restrictionsFundlane team management with synthetic members and role controls

Your deals. Your team.
One clear workflow.

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