Product demo
4,700 views · September 4, 2026 · 25 min
Tony Russo gives a live demo of FundingMetrics' CRM platform, showing how brokers can manage leads, track submissions, automate follow-ups, and monitor commission payments—all from one dashboard. In this session: pipeline overview, submission packages, funder matching, commission tracking, reporting. Recorded for Moneyline members — questions from the live chat are answered in the final segment. Topics: CRM · technology · demo · broker tools