For business-financing brokerages
One place to run every deal, from application to funding.
RivX is a CRM built for brokers who place merchant cash advances, term loans, SBA loans and lines of credit. It takes a deal from the first application through lender submissions, offers, contracts and funding, then tracks the commissions and the renewal.
What RivX does
Applications and leads
Online application links, website and partner leads, and duplicate checks land every new business in one pipeline.
Lender submissions
Build the packet once and send it to the right lenders, with each lender's own requirements, and keep every send on the deal's timeline.
Offers and contracts
Compare lender offers, send business owners a secure link to approve one, and collect signatures and documents online.
Funding and commissions
Verify fundings, keep a ledger of what each deal earned, and pay reps, managers and partner ISOs on their own terms.
Renewals and follow-ups
See which businesses are eligible to renew and what needs attention today.
SuperBroker AI
An assistant for drafting messages and answering questions about financing products.
Email from your own Gmail address
A broker can connect their Google account so that the emails they send from RivX, such as a submission to a lender or a message to a business owner, go out from their own Gmail address and appear in their Sent folder. Lenders and clients see a real person, not a no-reply address.
RivX asks Google only for permission to send email on your behalf and to know which account you connected. It can't read, search or delete the email in your mailbox. You can disconnect at any time. Our Privacy Policy explains exactly what RivX does with Google user data.
RivX is software for brokerages. Accounts are created by each brokerage's administrator. RivX isn't a lender or a broker and doesn't offer financing.
Questions? Write to support@rivx.io.