FUNDINGO: Loan Servicing

Outstanding loan servicing platform with exceptional support and true partnership

We recently implemented Fundingo’s loan servicing program, and the experience has far exceeded our expectations. From the initial discovery conversations through go-live and ongoing support, their team has demonstrated a rare combination of technical depth, genuine customer focus, and long-term partnership. The platform itself is comprehensive and thoughtfully designed. It covers the full range of servicing needs we require while remaining flexible enough to be customized around our specific workflows, reporting requirements, and operational processes. Rather than forcing us into a rigid, one-size-fits-all system, their team took the time to understand how we actually work and configured the solution accordingly. The result feels purpose-built for our organization. What truly sets them apart is the people. Customer service has been consistently outstanding—responsive, clear, and solution-oriented. Their project managers (shout out to Jenny and Hoai!) have been knowledgeable, patient, and highly collaborative. They never rushed conversations, took the time to walk us through complex configuration decisions, and remained available and constructive whenever questions or refinements arose. Support after launch has been equally strong; issues are addressed promptly and with real ownership. In an industry where many vendors overpromise and under-deliver on both product and service, Fundingo has been a refreshing exception. They deliver a powerful, adaptable loan servicing platform backed by a team that treats clients like true partners. We would strongly recommend them to any organization looking for a modern servicing solution and a vendor that actually stands behind it.

Outstanding service!

Working with Fundingo has been an incredible experience. The platform is powerful, reliable, and has made a huge difference in how we manage our processes. What really stood out, though, was the outstanding support we received throughout. A very special thank you to Cory for his hard work, professionalism, and above all, his patience. He went above and beyond to make sure everything was handled smoothly, explained things clearly, and never hesitated to go the extra mile. His dedication made the whole experience seamless and stress-free. We couldn’t be happier with the service and highly recommend Fundingo—especially if you have the chance to work with Cory!

Comprehensive Loan Servicing Package

Our company is very pleased with the loan servicing package. It offers a wide range of features and countless customization options that have helped us streamline processes and improve efficiency across departments. The product is reliable, user-friendly, and continues to adapt to our needs. The team behind it has been excellent to work with, providing strong support throughout.

Great Customer Service

Using Fundingo in conjunction with SalesForce has helped us track all our activity efficiently and effectively. All the customizations that have been set up for us by Fundingo allow us to send reports to our clients and investors with accurate information. We have peace of mind that all is running smoothly on a day to day basis. Fundingo has been very accommodating to address all our needs as they change and have worked with us to our complete satisfaction. We recommend them hightly

CMB: A Catalyst for Exponential Growth in MCA – Streamlined Operations, Superior Support, and Unmatc

Our company adopted CMB almost since its inception, and it has been a catalyst for our exponential year-over-year growth. CMB's efficiency has played a significant role, saving us valuable time. With its built-in features, we seamlessly create, monitor, and continuously report our deals, allowing us to focus on expanding our business and enhancing the customer experience for our merchants. While rarely needing support due to the user-friendly software, every interaction with the support team has been prompt and issue resolution is swift. In the realm of MCA software, there's little contemplation needed – CMB stands out as the best tool on the market.

Robust Toolset with a lot of potential

I love the flexibility that Fundingo gives us. Since deploying the system initially, we’ve had the ability to do a bunch of customization to assist with tasks such as GL reporting and cater to our way of doing accounting. The Salesforce baseline product is good, but when you have someone that understands Salesforce you can go from good to great for your situation.

The Best Solution Out There

The expertise and dependability of the Fundingo team is unmatched. Our experience exceeded expectations at every level. It was the easiest flow any vendor could provide when handling an enterprise-level implementation. They worked to understand our unique requirements and specific use-cases, and they hand-picked the features that would meet our immediate needs and future growth. If that wasn’t enough, the detailed project planning, regular communication, and ongoing support – even after implementation – really set them apart. We could not have accomplished all we have in the last two years without Fundingo.

Highly Recommended

My company has been working with the Cloud My Biz team for years. Our organization has been very satisfied with their servicing systems and automation. FUNDINGO Loan Servicing is the perfect tool to streamline your processes and systems in the Merchant Cash Advance space. It allows us to track and manage our payments with ease. They have created many customized features to improve our processes. They have a great product and I would highly recommend their product. The CMB team has been a pleasure to work with. -Ali Mayar & Platinum Rapid Funding Group

Loan Servicing Review

Our company has generally been happy with the CMB team from the project scope estimate to the implementation stage and additional customizations as we grow. The loan servicing product has allowed us to centralize the backend loan side with our front end sales side all in salesforce, which has vastly reduced redundancies in our processes. They have a great product and a responsive team. -AgileCap Funds

CMB Review

Very happy with the app and support team. We have been a client for several years. All issues are resolved professionally and in a timely manner. Would highly recommend. -Millstone Funding