from 6.6K+ ratings

Partner of the Year

Google Cloud Partner Awards

Lending CRM, built into Gmail

Track applicants and deals for your funding, MCA, or brokerage business, right in Gmail

Book a demo

Get started It's free

Trusted by 4,000+ companies and 750,000+ professionals

Track applicants in a pipeline built for funding

Set up a CRM with the stages and fields your funding or MCA process runs on, from application to funded.

Streak AI pipeline builder — "Describe your biz dev process" — showing a completed description for a business funding team tracking small businesses across California for growth funding, with referral and website leads — generating the "CA Growth Funding" pipeline with STAGES: New Inquiry, Initial Call Scheduled, Discovery & Assessment, Financials Review, Draft Proposal — COLUMNS: Name, Assigned To, Notes, Contacts and Organizations, Lead Source, Industry, Financials Received, Date Created, Date of Last Email, Date of Last Interaction, Estimated Revenue ($M), Requested Funding ($K) — VIEWS: Bay Area Deals, Financials In, High Value Deals — with annotation "Describe your process and see a pipeline built in seconds"

Streak CA Growth Funding pipeline filtered to "Need Push – Referral" — Days in stage > 7, Lead source: Referral, Assigned to: Nicolas T — sorted by Days in stage descending, grouped by Stage — 7 New Inquiry, 6 Initial Call Scheduled, 9 Discovery & Assessment, 3 Financials Review — showing Quantum Labs (AI Software, 17 days), Harbor Financial (FinTech, 17), Pulse Health (Healthcare, 16), Atlas Robotics (Robotics, 14), Nova Commerce (E-commerce, 12), BrightPath Bio (Biotechnology, 12), AeroLogix (Logistics, 9)

Let AI keep applicant and deal records current

Streak AI reads your emails, notes, and the web to keep deal records current without manual entry.

Streak AI Autofill populating the "Website" and "Partner Type" columns in the CA Growth Funding pipeline — Nimbus AI (www.nimbusai.com), GreenGrid Energy (www.greengrid.com), Pulse Health (www.pulsehealth.com), Atlas Robotics (www.atlasrobo.com), Nova Commerce (loading) — with AI Autofill button — automatically researching company data for funding leads

Streak AI Summary for CA Growth Funding > Orbit AI (Discovery & Assessment stage, Nicolas/Bailey) — Overview: Orbit AI is seeking growth funding to accelerate enterprise expansion and scale its sales organization, with strong revenue growth and a strong fit with funding criteria. History: opportunity referred by Michael Chen on Jun 3, introductory call Jun 6, discovery session Jun 10, Orbit AI is seeking $750K to support hiring, customer acquisition, and product development. Financial statements and supporting documents received and under review. Next steps: Nicolas to complete financial assessment and validate revenue projections, discuss funding terms and prepare a proposal.

Streak AI Ask in Gmail CA Growth Funding > Orbit AI — "What documents are still outstanding?" — Answer: As of Jun 18, we've received the core financial package and growth metrics. Outstanding items include the customer retention report (due Jun 20), a 12-month financial forecast (expected Jun 23), and a detailed customer acquisition cost breakdown which Rene indicated will be shared next week. These documents are needed to complete the financial assessment.

Streak automation "Form <> Box & Research" — Active — WHEN: Application form received (someone completes a form) → THEN: Create a box → AND: AI Autofill fields → AND: Add task to box → AND: Send message to Slack — RECENT ACTIVITY: Ran successfully 6d, 8d, and 10d ago — with annotation "Automatically research the business and populate fields using web research and form responses"

Keep your whole team on the same page

Give every rep the full context on a loan or application, so deals don't stall when someone is out or a new hire picks them up.

Streak CA Growth Funding > Orbit AI box timeline — "Follow-up on financial review" (Ethan/Rene confirming financials complete), Adem Lane @Ethan "They confirmed the financials will be shared next week", "Additional information for review" (Rene/Adem with latest financial statements), Sherry L changed stage to Discovery & Assessment, "Discovery call follow-up" (Review_Process_Overview.pdf, Required_Documents_Checklist.pdf), "Initial funding inquiry" (Sherry/Rene) — the complete client funding history in one shared view

Streak CA Growth Funding > Orbit AI box (Discovery & Assessment stage, assigned Nicolas/Bailey) — Contacts and Organizations panel showing Daniel Rivera, Olly Schroeder (olly@orbitai.com), Olivia Bennett, David Park, Emma Thompson, Nicolas Wang, Sarah Kim — with hover card for Olly Schroeder (Head of Growth, "In 2 pipelines, 1 box")

Streak CA Growth Funding > Orbit AI — Upcoming tasks: Review financial statements and revenue trends (in 2h), Validate customer concentration and retention metrics (in 1d), Prepare funding recommendation for internal review (in 2d) — Adem Lane @Nicolas "Orbit AI shared updated financials this morning. Revenue growth looks solid, could you dig deeper into acquisition costs." — email: "Follow-up on financial review" with Growth_Metrics_Summary.pdf and OrbitAI_Financials_Q1.pdf attached

Streak AI Autofill populating the "Website" column in the CA Growth Funding pipeline — Nimbus AI (www.nimbusai.com), GreenGrid Energy (www.greengrid.com), Pulse Health (www.pulsehealth.com), Atlas Robotics (www.atlasrobo.com), Nova Commerce (loading) — automatically enriching funding prospect records with company data from the web

Move leads through faster with email tools

Reach applicants and lenders at volume and see who's engaged, all from your inbox.

Mail merge

Send high-volume outbound campaigns and stage updates personalized with each lead's details, then schedule automatic follow-ups.

Gmail email "Follow-up on financial review" from Nicolas Trevino to Olly Schroeder — Streak tracking showing 5 views, 2 clicks — opened from San Francisco CA (x3, including a "Required documents checklist" link click on June 12) and Palo Alto CA (x2) — giving the funding team insight into when clients are reviewing financial review emails

Email tracking

See who opened your email and clicked, and follow up with engaged leads first.

Snippets

Save replies to common applicant questions so your team answers consistently and fast.

Streak call log from Nicolas T — Allo Outbound Call Answered with Rene Wells, CEO of Orbit AI (6m 38s, 4d ago) — Discovery call covering company growth plans, funding requirements, and qualification for growth financing — Details: Revenue growing steadily with strong enterprise demand, Funding request: $750K to support expansion, Strong customer retention and increasing contract sizes — Next Steps: Orbit AI to provide updated financial statements, internal team to complete financial review, schedule follow-up discussion

Allo phone integration

Log calls, recordings, and transcripts to the right deal automatically.

Automate follow-ups so no deal goes stale

Turn each stage into tasks and reminders so applications don't sit and closing deadlines don't slip.

Streak mobile app — left: Orbit AI contact record (Company Size: 50–100, Industry: AI Software, Location: San Francisco CA, Contact: Rene Wells, Assigned To: Nicolas Trevino, Date Created: May 16 2026, Source: Referral) — right: Home screen showing Upcoming Tasks: Validate funding use of proceeds (in 4hrs/Nicolas Trevino), Verify revenue and growth projections (in 4hrs/Ava Wright), Confirm business registration details (in 4hrs/Koray Okumus) — Recent Boxes: Interlock, Clandestine, Foresight (all in CA Growth Funding)

Streak CA Growth Funding > Orbit AI box timeline — "Financial review meeting" (Rene Wells, Olly S, Kelsey T, Aysha M +4 — agenda: review financials and growth metrics, discuss funding requirements and use of proceeds, review outstanding documents — with Meeting_Notes and OrbitalAI_Financials_Q1.pdf), "Additional information for review" (Rene/Adem with latest financial statements), "Discovery call follow-up" (with Review_Process_Overview.pdf and Required_Documents_Checklist.pdf), "Initial funding inquiry" — all linked to Streak and Google Meet icons

Streak automation — Box changes stage (Leaving: Discovery & Assessment → Entering: Financials Review) → Add task "Analyze cash flow and profita..." due in 3 days → Send message to Slack: "{box.name} Financial Revi...", Bot username: Funding Ops — automatically assigning the financial analysis task and notifying the team when a funding prospect moves into formal review

Frequently asked questions

What is a lending CRM?

A lending CRM tracks applicants, lenders, and deals in one place, from first inquiry through funding. Streak runs inside Gmail, so you manage deals next to the emails and documents they came from. It fits business funding, merchant cash advance (MCA), and brokerage teams.

Can Streak work for MCA and loan brokers?

Yes. Build custom pipelines for merchant cash advance, business loans, or brokerage deals, with the stages and fields each process needs.

How does Streak help a funding team avoid dropped or duplicate deals?

Every contributor can see the full email history on a deal, even messages they weren't on. New reps catch up fast, and no applicant gets worked twice or forgotten.

Can I track commissions in Streak?

Yes. Formula columns calculate commission and loan details inside the pipeline, so the numbers update as deal data changes.

Does Streak's AI work for applicant and deal data?

Streak AI fills CRM fields from emails and the web, summarizes where each deal stands with recommended follow-ups, and can trigger tasks or research automatically as deals move.

Your lending runs on Gmail. So should your CRM.

Try Streak free — installs into Gmail in seconds.

Get a demo Try for free

Streak CA Growth Funding pipeline in Gmail showing 72 total — 12 New Inquiry, 24 Initial Call Scheduled, 3 Discovery & Assessment — with Name, Stage, and Industry columns — Nimbus AI (Identified, AI Software), GreenGrid Energy (Identified, Clean Energy), Pulse Health (Identified, Healthcare) — accessible directly from the Gmail sidebar so funding reps can manage their entire pipeline without leaving email