OFN conference offer
Proactive portfolio management plus technical assistance. Right when it's needed most.
Mission-driven lenders have a handful of tools to help a business through a hard stretch: technical assistance, introductions to the right community partners, a temporary deferment, or a modification. Each works best early. CircumFi surfaces business changes across your portfolio and shows you which borrowers would benefit from a hand, when those tools are most likely to make a difference.
Happy borrowers, healthy portfolios.
OFN attendees: your first 100 borrowers are free. Sign up in minutes and start inviting borrowers today.
Sean Stewart, Founder · [email protected]
How valuable would it be to know when a borrower…
- takes on a merchant cash advance?
- sees average revenue fall?
- has other payments bounce?
- carries rising debt payments?
- incurs potentially avoidable overdraft fees?
- increases owner contributions?
CircumFi watches for changes across every connected account, and signals your team while there's still time to help.
For your team
- An up-to-date view of your strongest borrowers, and actionable next steps for those in need of a hand.
- Monitoring that runs while your team works, so you spend more time in the community and less time managing defaults.
- Continuous data to inform risk ratings.
- Portfolio health metrics you're proud to share with the Board.
For your borrowers
- Cash flow insights and trend analysis across their accounts.
- Personalized balance alerts, upcoming payment reminders, and spending notifications.
- Customizable dashboards that help inform operating decisions.
- Coming soon: credit report monitoring and on-demand education resources.
Your next loan is already in your portfolio
The same monitoring that spots strain also shows you which businesses are growing stronger. Reach out to existing borrowers who haven't just avoided a missed payment, but are demonstrating sustained revenue growth, controlled operating expenses, improved margins, and rising cash flow. If you're wondering how you're going to hit growth targets while keeping default rates in check, start here.