Funding events as first-class records
Every funded deal is a funding event with lender, amount, type, commission and bonus tracked natively — not crammed into a generic deal record.
Built for UK funding brokers
The funding broker CRM built for cash advance and business funding.
Cash advance and business funding brokers get paid per funded deal — sometimes per lender, sometimes tiered, sometimes with clawback if the merchant doesn't activate. Generic CRMs don't understand any of it. Closerr is the funding broker CRM built around how funding sales actually works in the UK, with funding events, per-provider commission, bonuses and clawback eligibility all native to the platform.
What you get out of the box
MCA brokers, cash advance agents, business funding consultants and alternative finance introducers in the UK use Closerr to manage lender pipelines, track per-funded-deal commission, and forecast earnings the way the funding industry actually pays.
Per-provider commission plans
Different lenders pay different rates, on different types of funding, with different clawback rules. Closerr models all of it cleanly per plan.
Cash advance and business funding categories
Plans can be scoped to cash advance, business funding, both, or custom — so the right commission rule applies to the right type of deal.
Manager approval workflow
Funding submissions can require manager approval before commission is paid — keeps disputes out and audit trails clean.
Clawback eligibility per funding
Mark a funding as clawback-eligible at submission. If the deal cancels or fails activation, the clawback flows automatically.
Rep funding dashboard
Every rep sees their funded deals, commission earned and bonus accruals in real time — no end-of-month spreadsheet surprises.
Why this matters
Funding broking is a different sales motion to payments or telecoms — bigger ticket sizes, more lender variation, clawback as a real business risk. A funding broker CRM has to respect all of that or it just becomes another spreadsheet with a login. Closerr does. Funding events are first-class records, per-provider plans handle the commission complexity cleanly, and clawback flows automatically when activation fails. Built by people who have actually closed funding deals, for the way the UK funding industry actually works.
Frequently asked questions
What is a funding broker CRM?
A funding broker CRM is a sales system designed for brokers and introducers placing cash advance, MCA, business funding and alternative finance products. It tracks lender pipelines, per-funded-deal commission, bonuses and clawback eligibility — workflows generic CRMs don't model natively.
Can Closerr handle multiple lenders?
Yes. Each lender can be configured with its own commission plan — different rates per funding type, different bonus rules, different clawback windows. The right plan applies automatically per deal.
Does it handle cash advance and business funding differently?
Yes. Plans can be scoped to cash advance, business funding, both, or custom categories, so the correct commission and bonus structure applies per deal type per lender.
What about clawbacks on failed funding?
Built in. Funding events can be marked clawback-eligible at submission. If the funding cancels, fails activation or is reversed, the clawback fires automatically against the original commission.
Related capabilities
Closerr is one product, many entry points. Explore the parts that match your team.
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