Discover how Legend Advance Funding replaced scattered ISO partner submissions with a structured Pipedrive deal pipeline giving underwriting real-time visibility from application intake through funding.
35%
Faster Deal Review Turnaround
Zero
Deals Lost Between ISO Partners & Underwriting
Centralized
ISO Partner & Deal Tracking
Automated
Stage-Based Follow-Ups
Legend Advance Funding works with a growing network of ISO partners who submit funding applications through a mix of email, phone calls, and spreadsheets with no single system tracking where each deal actually stood.
Underwriting had no consistent visibility into which deals were awaiting documents, which were ready for review, and which had gone cold. ISO partners would follow up asking for status updates the team couldn’t answer quickly.
As deal volume grew, this created real risk: qualified deals stalled simply because no one was assigned to chase the next step, and the team had no way to measure how long reviews were actually taking.
We helped Legend Advance Funding build a Pipedrive deal pipeline mapped to their real funding process application received, documents collected, underwriting review, offer, and funded.
Required fields and stage-change reminders mean a deal can’t sit untouched without someone being notified automatically, replacing the manual chasing the team used to rely on. Each ISO partner’s full deal history now lives in one CRM record instead of scattered across inboxes.
The CRM also connects into Legend Advance Funding’s broader tech stack, so deal and contact data stay synced without the team re-entering the same information in multiple places.
Legend Advance Funding provides fast, flexible funding solutions for small and medium-sized businesses, working with a nationwide network of ISO partners to originate and fund deals quickly.
Legend Advance Funding
