Industries
Business funding, from application to funded
Who we help
Funders and brokers whose business runs on applications and documents.
- Business funding companies and brokers taking applications online
- Lenders serving customers in more than one language
- Teams following up leads from ads, referrals and partners
Outcomes
What changes when the work is done well. We agree the measures with you in discovery.
- Applications and documents arrive complete, through one secure flow
- Every application sits in a funding pipeline with a clear next step
- You see which channels bring applications, and where each one stands in the pipeline
- Applicants get reminders and updates, with consent on record
What we do
The Ceety Platform, with fields and wording set up for business funding, and a website built for it.
What this covers
- Funding application websites, in English and Spanish where needed
- Secure document upload into private, encrypted storage
- A funding pipeline with drag-and-drop stages, and the reason recorded when a deal is lost
- Lead analytics by channel, including Facebook lead ads, keeping the first touch
- Two-way texting and email, with consent recorded for every text
Compliance and security
- Social Security numbers encrypted, with only the last four digits shown and every full view logged with a reason
- Card numbers and SSNs never imported from old systems
- Personal details never put in web addresses
Example use cases
Typical work, from an application site to a full pipeline.
- Asenta Capital (business funding): an English and Spanish site, a funding application with secure document upload, and a funding pipeline on the Ceety Platform
- A broker: web applications routed to Intake, with a 'call this person' task for the first call
- A campaign: ad leads tracked by channel, with the funding pipeline showing where each application stands
Integrations
What the Ceety Platform connects to.
- Facebook lead ads
- Google Workspace (Calendar and Gmail) and Zoom
- Stripe payment links and checkout
- Texting through Twilio, and email from your own domain
Compliance and security
Applicants share sensitive financial details. We build so they're protected and every access is traced.
- Your data kept separate from every other client's, with automated checks on every change
- Each applicant's documents in private, encrypted, versioned storage with an access trail
- Role-based access and an audit trail that cannot be edited
- SMS consent recorded with the exact words, page and time; service and marketing consent kept separate
How we work
Done for you, approved by you. Nothing is built until you approve the blueprint.
- Free consultation: a conversation about your business, what you have and what you want
- Discovery and blueprint: how you work, the rules you live under and exactly what we'll build, approved by you
- Build: we design, build, set up and connect everything, and you approve each step
- Run: we host, maintain, secure and improve it, with a person in charge of every automated action
Timeline
Dates are estimates we confirm after discovery, not promises.
- Discover: typically 1–2 weeks
- The Ceety Platform: provisioned from a tested template, typically in days rather than months
- Custom builds: a first working release typically within 6–10 weeks
- After launch: we run and improve it, and you approve what changes
Engagement options
Start from a plan, own what we build, or have it engineered for you.
- A plan: your website and the Ceety Platform, built and run for you, starting with a free consultation (see pricing)
- Own it: a website or custom app built for a one-off price and handed over with the code
- Custom: an application portal or integrations with your underwriting tools, quoted after a paid assessment
- Always: your data is yours, and you can export it at any time
FAQs
Straight answers to the questions funders ask us most.
- Can applicants upload bank statements and documents securely?
- Yes. Uploads go into private, encrypted, versioned storage for your business, with an access trail.
- Can the site be in Spanish too?
- Yes. We built Asenta Capital's site in English and Spanish.
- Can you show which ads bring applications?
- Lead analytics tracks every lead by channel, keeping the first touch, and the funding pipeline shows where each application stands. It exports to CSV.
- Do you store Social Security numbers?
- If you need them, they're encrypted, only the last four digits are shown, and every full view is logged with a reason.
See it at work
- Asenta Capital, and more selected workBusiness funding: English and Spanish site, secure application and funding pipeline.
- Reporting and analyticsEvery lead by channel, from first touch onward.
- The Ceety PlatformContacts, pipelines, texting and reporting, run for you.
- PricingEvery plan starts with a free consultation.
Tell us about your business.
Book a free consultation: what you have, what you want, and what you don't need. Free, with no obligation.