UpShyft
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White-label funding-readiness platform

The funding-readiness engine for serious brokerages.

Score a client's readiness, generate a vetted funding path — which lenders, in what order, with a playbook for each — and run every client to funded. Under your brand, on your methodology.

Field-level encryptionPer-tenant isolationInvite-only access
app.upshyft.io/dashboard
UpShyft broker dashboard: client readiness, funding pipeline, and funded volume
The old way

Funding is easy. Knowing the path is the hard part.

Applying at one bank takes minutes. Evaluating a client across the whole lending landscape — in the right order, with the right prep — is the work. Most brokerages run it on spreadsheets, memory, and a CRM full of sensitive data.

Scattered

Spreadsheets and tribal knowledge of which bank comes first — and it lives in one person's head.

Inconsistent

Every staff member runs the playbook their own way, so quality swings client to client.

Risky

Clients' SSNs and credit logins end up as plaintext fields in your CRM — readable by every seat.

Why UpShyft

Depth beats breadth. Here's what that means.

The funding path

Vetted funding paths, not a lender firehose.

A deterministic, ordered sequence — which lender, when, and exactly how to prep. Depth, not a haystack of thousands of products your client has to sort through.

1
Truist — Day 1
Open personal + business checking
Start here
2
Relationship bank
Deposit + 60-day seasoning
Next
3
No-doc lender
Requirements pre-filled
Queued

Your methodology, encoded.

Tune the engine to your book: your lenders, your thresholds, your sequences, your custom banks. Every client gets your best process.

Readiness you can trust.

Credit report → parsed → readiness score → deterministic repair plan. Clients advance only when they're genuinely ready.

Security is the product, not a footnote.

Encrypted by default, isolated per brokerage, kept to a minimum. Sensitive data never lives as plaintext in a CRM.

A borrower portal that sells for you.

Every client gets a premium, branded portal — readiness, roadmap, milestones, uploads — under your logo.

How it works

From lead to funded, one system.

1

Lead in, portal opens.

Leads arrive via your embed widget or GoHighLevel; the client gets a branded portal and consents on signup.

2

Readiness, scored.

They upload their credit report; UpShyft parses it, scores readiness, and produces a deterministic repair plan.

3

A funding path, generated.

Qualified clients get a vetted, ordered sequence of lenders — each step with requirements, timing, deposits, and scripts.

4

Your team works the path.

A worklist and pipeline board move clients step by step; status changes sync to your CRM automatically.

5

Funded, and tracked.

Record funded amounts per round; the whole book's health is one glance away.

The difference

A marketplace commoditizes you.
UpShyft compounds you.

The category sells volume — thousands of products, one generic engine, your clients' data pooled in a CRM. UpShyft encodes the thing that actually makes you money: your method, your relationships, your judgment — and keeps the sensitive data locked down.

The lender-firehose approach

Thousands of products, ranked by an algorithm
The same generic engine for everyone
Auto-submit, commoditized outcomes
SSNs & logins pooled in the CRM
You become a reseller

The UpShyft approach

A vetted path: which lender, in what order
Tuned to your book & your sequences
Your playbook, your relationships
Field-level encrypted, tenant-isolated
You're the expert, scaled

Relationship-based, no-doc funding paths a generic aggregator can't replicate — that's your edge, and it stays yours.

Security first

Your clients' data doesn't belong in a CRM.

Sensitive fields are encrypted, every brokerage's data is isolated, and we keep only the minimum. Security is the foundation, not a footnote.

Encrypted by default

Sensitive fields are encrypted, never stored in the clear.

Per-tenant isolation

Every brokerage's data is walled off from every other.

Minimal retention

Raw credit PDFs aren't kept after parsing.

Invite-only access

No open signup; roles gate who sees what.

See how we protect data →
The client experience

The experience your clients remember you for.

Every client logs into a premium, mobile-first portal — their readiness score, their roadmap, their milestones, secure uploads — all under your logo and brand color.

Branded to your firm. Your logo and accent color, per brokerage.
Readiness + next steps, always clear. No black box for the client.
Secure document upload. Encrypted, straight into the pipeline.
Mobile-first, built to feel premium. The portal your clients screenshot.
Your logo
Branded borrower portal home
Your brand color
Branded borrower portal funding roadmap
Founding brokerages

Built with brokerages, for brokerages.

UpShyft is designed hand-in-hand with working funding brokers — the sequences, the tuning, and the playbooks come from how real brokerages actually fund clients.

Join the founding brokerages →

One platform. Priced for a growing brokerage.

Plans scale with your team and your book. Talk to us and we'll map the right fit.

See pricingBook a demo →
Ready when you are

Run your brokerage on a real system.

See the funding path, the branded portal, and the security model in a 20-minute walkthrough.