THE OPERATING SYSTEM FOR BUSINESSES
SOFTWARE EXCLUSIVELY FOR BUSINESSES
- EASY SETUP Your bots can virtually configure themselves or our support staff is happy to help as well.
- NEVER DOWN Cloud-based automation means that regardless of where you or your team is – you have automation with a simple internet connection.
- ROLE SPECIFIC Your bots know who is using the software and what they need to see – you can tailor their experience to their role.
- SECURE Your bots gather information and think on your behalf and gather data in the most secure ways possible – surpassing bank-level security.
- INTEGRATED All of your automation and software tools can be at the same login, the same place and use the same process – greatly simplifying life.

Lender Marketing Plan™
Develop a marketing plan that will give you and your team clarity and confidence to master customer acquisition.
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Lender Hosting™
Host any website or web-based platfrom with one easy-to-use platform – all of your servers and websites in one secure place.
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Lender Leads™ (Platinum)
Develop a marketing approach driven by big data that delivers in-segment leads to any location, anywhere you want.
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Lender Lite Leads™ (Platinum)
This massive dataset of over 300 million records helps you determine in-market and relevant leads across any segment.
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Lender Uniform CRM™ (Platinum)
Full scale and fully customizable CRM for marketing, sales, and customer support activity management.
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Lender Activated Sites™ (Coming Soon)
Launch, activate, and manage all your socially-enabled websites and landing pages in one easy-to-use system.
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Lender CMO™ (Coming Soon)
Hire a chief marketing officer (CMO) for your organization and make an impact on sales today.
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Lender Sales™
Sell your services on autopilot via our step-by-step sales process. Design a qualification, on-boarding, application, or process.
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Lender Sales Analytics™
Measure every business metric including all marketing activity in one place without having to upload or input any data.
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Lender Jobs™
This module will help you hire employees and manage the turnover at your business faster.
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Lender Hire™
Automate and securely store all employee-related documentation for better speed, less headache, and a higher level of compliance.
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Lender Learning™
Training so that you can map your training process for new employees in order to ensure your employees know how to run their own roles.
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Lender Chart™
This organizations and roles chart visualizes what responsibilities you and others in the organization have – now roles are clear to all
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Lender H.R. Leads™
This massive dataset of over 300 million records helps you find relevant hiring prospects for your recruiting needs.
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Lender Health Plan™ (Platinum)
Nationwide benefits tailored to businesses in all states. Includes health, dental, vision, and other employee benefits.
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Lender Custom Plan™
Develop a checklist or planning process and create a custom tool that will give you and your team clarity and confidence.
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Lender Vendors™
Find a recommended vendor to help your business fill a need to achieve success. Vendors are from every area of business.
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Lender Ideas™
Create a private forum for questions, support issues, customer service or otherwise across your business.
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Lender Drive™
Store your files so that all staff members and contractors can access the files needed to run all departments in your businesses.
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Lender Logins™
Track and securely store all your logins to every software or online provider across the business.
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Lender Tasks™
Manage your “to-do lists” and tasks in this easy to use tool that helps you categorize tasks according to priority.
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Lender Units™
This information manager will help you keep track of each of your units and how to get in touch with them.
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Lender Comply™ (Coming Soon)
Stay on top of compliance related to your industry and relationships with easy uploads, alerts, and simple verification.
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Lender Royalty™
Track royalty payments and automate royalty approvals with transparent reporting from parent to each child.
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Lender Balance™(Platinum)
No need to log in to each bank account separately, simplify your process and view them all on one platform.
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Lender Scoreboard™ (Platinum)
Your accounting analysis tool that rides on top of your accounting systems (QBO) to help you make the best decisions even easier.
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Lender Scorekeeper™ (Coming Soon)
Remove the manual work of bookkeeping and accounting and make your finances easy.
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Lender Payment™ (Coming Soon)
Make and take payments for royalties, tech fees, ad funds, and more via ACH.
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Lender CFO™ (Coming Soon)
Hire a CFO today to improve your company overnight through next-level consulting and financial help.
Learn More“Lender Method is more than just a technology platform. It is an integrated system that includes implementation of the industry’s best practices, and today’s most advanced business growth strategies and resources.”
Rick Grossman Author of “The Franchise Bible, 8th edition”