Funnel 101 Growth Book a Call
01 · AI-powered deal-flow for commercial finance brokers

your brokers should be closing deals. not chasing them.

Funnel 101 Growth builds and operates an AI-powered deal-flow system for commercial finance brokerages. It responds to new enquiries, qualifies borrowers, follows up automatically, helps chase outstanding information, reactivates old opportunities and tracks every deal through your pipeline.

AI handles the repetitive work around the deal. Your brokers handle the deal.

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Done-for-you. We build it, operate it and optimise it. Your team focuses on relationships, advice and closing.
02 · The Problem

the deal wasn't necessarily lost. it may have just been answered too late.

Same enquiry. Same borrower. Two brokerages. The only variable is how fast the reply went out, and that's the whole difference between a funded deal and a lost one.

A borrower submits an enquiry. Your broker is in a meeting, on the phone or has finished for the day. Hours pass. Meanwhile, another brokerage responds. Commercial finance doesn't stop when your team gets busy. That's why Funnel 101 Growth puts an intelligent response and follow-up layer between every enquiry and your brokers.

Without the system
  • Enquiry comes in after hours
  • No immediate response
  • Broker follows up the next day
  • Manual qualification begins
  • Documents are chased manually
  • Follow-ups compete with everything else
  • Opportunities quietly go cold
OutcomeRevenue leaks from the pipeline
With Funnel 101 Growth
  • Enquiry comes in
  • AI-powered response starts immediately
  • Borrower information is captured
  • Opportunity is qualified and routed
  • Follow-up continues automatically
  • Outstanding information is chased
  • Broker steps in where human expertise matters
OutcomeMore opportunities keep moving

speed matters. consistency matters even more.

Your brokerage shouldn't depend on every broker remembering every call, email, document and follow-up. Funnel 101 Growth creates the system around them.

speed isn't a nicety. it's who gets paid.

78%
of leads go to the broker who responds first
5-min
window before an enquiry goes cold
1
engine replacing 5+ disconnected tools

Every hour a commercial finance enquiry sits unanswered is a funded deal walking to whoever called back first. That's not lost interest, it's lost revenue, and it's fixable.

03 · How It Works

one intelligent system around your entire deal flow

From the first enquiry to settlement and beyond, Funnel 101 Growth helps automate the repetitive work that slows commercial finance teams down.

01
Capture every opportunity
Dedicated enquiry forms, landing pages, calls and missed-call responses help make sure potential borrowers don't disappear before a conversation begins.
02
Respond while intent is high
AI-powered conversations and automated workflows engage new enquiries quickly, including outside normal business hours. Your prospects aren't left wondering whether anyone received their enquiry.
03
Give brokers better context before they engage
Collect the information your team needs to understand the opportunity, then route it to the right person or workflow.
  • Funding requirement
  • Finance purpose
  • Business details
  • Timing
  • Asset or transaction information
  • Contact information
04
Keep deals moving without relying on manual chasing
Funnel 101 Growth automates repetitive follow-up around:
  • Unresponsive enquiries
  • Outstanding information
  • Document reminders
  • Appointment reminders
  • Stalled opportunities
  • Longer-term prospects
AI and automation handle the repetitive work. Your brokers step in when judgement, structuring and relationships matter.
05
Your database already contains your next deal
Old enquiries, dormant opportunities and previous borrowers shouldn't simply sit inside a database. Funnel 101 Growth systematically re-engages appropriate contacts and surfaces potential new opportunities for your team.
06
Know what's actually generating revenue
Track enquiries through your pipeline and connect marketing and follow-up activity more clearly to commercial outcomes:
  • Lead sources
  • Response rates
  • Qualification
  • Appointments
  • Pipeline stages
  • Conversions
  • Funded opportunities
04 · AI + Human

ai does the chasing. brokers do the advising.

Commercial finance isn't a transaction that should simply be handed over to a bot. It requires experience, judgement, lender knowledge, structuring and relationships. That's why Funnel 101 Growth isn't designed to replace brokers. It's designed to remove repetitive work from around them.

Let the system handle
  • Initial responses
  • Routine qualification
  • Follow-up sequences
  • Appointment reminders
  • Information reminders
  • Dormant lead reactivation
  • Pipeline workflows
  • Routine client communication
Let your brokers handle
  • Complex conversations
  • Borrower relationships
  • Credit strategy
  • Deal structuring
  • Lender selection
  • Negotiation
  • Advice
  • Closing

Give your brokers more time to do the work you actually hired them to do.

05 · Product-Specific Funnels

every finance product deserves its own customer journey

Someone looking for equipment finance shouldn't receive the same experience as someone seeking a commercial property facility. Funnel 101 Growth builds dedicated acquisition and follow-up journeys around the finance products you want to grow.

Product funnels
Asset finance Equipment finance Working capital Invoice finance Trade finance Commercial property SMSF commercial lending

Each funnel can have its own messaging, qualification, follow-up and pipeline journey.

06 · Industry-Specific Growth

go deeper into the industries you want to own

You can build dedicated acquisition journeys for priority industries.

Industry funnels
Construction Transport Medical Hospitality Manufacturing Professional services

Each industry can have dedicated messaging, landing pages, qualification questions, campaigns and follow-up sequences.

07 · Referral Partners

your referral network should have a system too

Accountants, advisers and other referral partners can be some of the most valuable sources of commercial finance opportunities. But relationships can go quiet when nobody has time to consistently stay in touch. Funnel 101 Growth helps automate appropriate referral-partner communication while keeping your brokers at the centre of important relationships.

Build a system around
Accountant relationships Professional advisers Existing referral partners Dormant referrers Referral campaigns Partner communications Referral opportunity tracking

Stay visible without asking your brokers to manually manage every touchpoint.

Average client recovers 12+ stalled enquiries per month
Deals that would have quietly died in an inbox, funded instead.
08 · Packages

choose the deal-flow system that fits your brokerage

Three levels. One objective: create a more responsive, consistent and measurable commercial finance operation. We'll also identify where opportunities may be leaking. Start with an audit and we'll tell you which one you actually need.

AI Lead Recovery
For smaller brokerages
$3,500/mo
Build the foundation for faster, more consistent enquiry management.
  • AI-powered enquiry response
  • Enquiry forms
  • Missed-call text-back
  • Lead pipeline
  • Automated lead nurture
  • Appointment follow-up
  • Review and referral requests
  • Monthly performance dashboard
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Core offer
AI Deal-Flow Engine
Our core commercial finance system
$5,500/mo
Build an AI-powered acquisition and deal-flow operation around your brokerage.
Everything in AI Lead Recovery, plus:
  • Product-specific landing pages
  • Google Ads / LinkedIn Ads management*
  • Advanced lead qualification
  • AI-powered speed-to-lead
  • Intelligent follow-up workflows
  • Document and information reminders
  • Broker task automation
  • Abandoned-enquiry follow-up
  • Referral partner campaigns
  • Old-lead reactivation
  • Deal pipeline dashboard
  • Monthly ROI reporting
  • Ongoing optimisation
*Advertising spend excluded.
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AI Revenue Operating System
For larger and growing brokerages
$9,000/mo
Build an intelligent revenue infrastructure across multiple brokers, products and acquisition channels.
Everything in AI Deal-Flow Engine, plus:
  • Multi-broker lead routing
  • Industry-specific funnels
  • Advanced AI qualification journeys
  • Accountant and referrer nurture
  • Partner referral dashboard
  • Deal-stage conversion tracking
  • Content engine
  • Sales team reporting
  • Advanced database reactivation
  • Multi-product workflows
  • Weekly optimisation
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09 · Why Funnel 101 Growth

not another piece of software for your brokers to manage

Most brokerages already have enough technology. The problem isn't another missing tool. It's getting your marketing, enquiries, follow-up, pipeline and broker workflows operating together.

Funnel 101 Growth is done-for-you.

Your team uses the system without having to become marketing automation or AI experts.

10 · Let's Go

stop letting good opportunities quietly disappear.

your brokerage doesn't need more manual chasing.

It needs a system that keeps working when your brokers are selling, meeting clients, structuring deals or away from their desks. Funnel 101 Growth puts AI and automation around your commercial finance operation so opportunities are responded to, followed up and moved forward more consistently.

AI handles the repetitive work around the deal. Your brokers handle the deal.

Book a Call

No long lock-in pitch. We start with an audit of where your enquiries are leaking.

11 · Book Your Audit

book your deal-flow audit

Tell us a little about your brokerage and where you're based. We'll come back with where your enquiries are leaking and which package fits.

No long lock-in pitch. We start with an audit of where your enquiries are leaking.