Dragin's Broker CRM
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All-in-One Broker CRM
Built on Salesforce

Dragin's Broker CRM automates the full broker workflow, significantly reducing turnaround time from lead intake to lender submission. No more manual lender matching, duplicate data entry, and missed approvals.

One Flat Fee. Everything Included.

Every tool your brokerage needs—no extra costs, no hidden fees, no per-seat pricing.

Automate every step from
lead intake to lender submission

Lead Vetting

24/7 Auto-Qualify
Leads Before You
See It

Screens every inbound lead against your criteria. Routes qualified applicants so your team only works on deals that matter.

Lead Vetting Infographic
AI Merchant Report

Instant AI-Powered Merchant Intelligence

Scours the web to uncover merchant information, court cases, and public records, giving you a complete picture.

AI Merchant Report
Bank Scrub

Deep Bank Statement Analysis

Analyzes merchant bank data (revenue, positions, NSFs) to identify risks early so you can make confident decisions before submitting to a lender.

Bank Scrub Infographic
Lender Matching

Smart Lender Matching With Zero Manual Work

Dragin's intelligent matching engine maps every deal to the highest probability lenders in your network, filtered by each funder's criteria.

Lender Matching Infographic
Email Automation

Real-Time Lender Email Automation

Captures lender offer emails in real time and populates the Broker Calculator automatically. Save your time and eliminate manual data entry.

Email Automation Infographic
Watermarking

Protect Your Deals From Poaching

Watermarks bank statements and application forms to prevent backdooring and unauthorized reuse. Every document is protected, ensuring your deals stay yours.

Watermarking Infographic

What Dragin delivers

45
Seconds from lead intake to lender submission
200%
Faster turnaround time
#1
Most affordable broker
platform
©2026 Dragin — All rights reserved

FOR IMMEDIATE RELEASE

Dragin Technologies Launches the First True AI Pre-Underwriting Tool for Revenue-Based Financing, Redefining the Future of Digital Business Intelligence

New York, NY — [May 16, 2025] — Dragin, the automation engine behind some of the fastest-growing and largest revenue-based financing companies, announces the launch of its latest breakthrough: True AI Web-Based Pre-Underwriting. This powerful new AI tool delivers real-time digital presence analysis to deal teams just before offers are made.

Designed for Revenue-Based Financing
In an industry where speed, accuracy, trust, and decision confidence drive every dollar moved, Dragin’s new AI functionality equips funders with a clear picture of a merchant’s online credibility and activity, automatically pulled before a human ever touches the file.

Here’s what it uncovers:
•    Ownership and business addresses
•    Business website, social media pages, storefront images, and location markers
•    Incorporation information, SOS details, and NAICS codes
•    Legal exposure including lawsuits, arbitration, and personal risk
•    News coverage and media presence
•    Financial signals and business health
•    Registrations and licenses
•    Customer reviews (Google, Yelp, Trustpilot, etc.)
•    Top social media posts and engagement

How It Works
The moment a deal hits your inbox, Dragin’s proprietary automation stack kicks in, extracting deal info, organizing docs, applying pre-decline logic, and now, launching the AI agent.  In under 30 seconds, it builds a hyperlinked, easy-to-read Digital Presence Report and attaches it directly to the CRM deal view.  No clicks, no searches, no lag.

Why It Matters to Funders
For revenue-based financing companies, every delay risks a lost deal. Every gap in diligence risks a burned book. Dragin AI closes those loops.
✔️Cost savings
✔️ Faster pre-qual checks
✔️ Early fraud detection
✔️ Deal confidence pre and post contracts
✔️ Fewer merchant falloffs post contracts
✔️ Streamlined ISO and internal decisioning

From Dragin’s Founder
“In the revenue-based financing space, you need to move fast without missing the red flags,” said Mark Ross, CEO of Dragin. “This tool gives funders real time signals, whether the merchant is real, active, and viable, before you send an offer. No more hours of review.”

Part of a Larger Ecosystem
Dragin AI is just one tool in Dragin’s full-stack deal automation platform, which includes:
•    Email parsing and file classification
•    Bank PDF and application extraction
•    Pre-qualification, auto-approve, and pre-decline logic
•    Instant CRM syncing
•    Auto-contract generation
•    Merchant offer portal for real-time negotiation
•    and much more

About Dragin Technologies
Developed specifically for the revenue-based financing, alternative lending, banking, and insurance spaces, Dragin’s suite of underwriting tools automate deal intake, streamline underwriting, and gives funders a smarter way to scale. With its Machine Learning and AI-driven tech stack and its powerful CRM suite, DraginForce, Dragin is powering the next wave of fast, AI-powered, and compliant funding operations.