Payless is a powerful, custom-built web platform designed by Proximate Solutions to streamline high-volume loan operations for a financial institution managing 1M+ leads per month and $100M+ in funded loans. Built as a centralized CRM, Payless connects agents, brokers, and multiple lenders in a fully automated loan pipeline.
From deduplicated lead intake to multi-lender application distribution, agent commission tracking, and digital document workflows—Payless simplifies and scales every part of the loan lifecycle with speed, accuracy, and transparency.
Filters out duplicate submissions by name, email, and phone across 1M+ leads monthly.
Single application auto-sent to multiple lenders, with tracking and centralized updates.
Separate dashboards for role-based access, commission visibility, and lead workflows.
Auto-calculates agent/broker commissions and generates real-time payout tracking.
Built-in calling feature and auto-email triggers for timely follow-ups.
Connects to accounting systems for automatic payouts, invoices, and finance workflows.
Digital statements for all agents showing commissions, closed loans, and performance.
Imports affiliate leads, supports third-party integrations, and delivers real-time updates.
Assigns new leads to the first-available rep; reassigns after 24 hours if inactive.
High-volume lead imports with real-time updates and digital document signing.
Track leads, conversions, funding progress, and agent/broker performance in one place.
1M+ Leads Processed Monthly — filtered, routed, and converted
$100M+ Funded Loan Volume through the Payless pipeline
Zero Lead Duplication via automated filters and clean data tracking
Real-Time Commission Visibility for agents and brokers
Automated Follow-Ups drive higher conversion and faster approvals
Payless delivers automation, visibility, and performance—designed to fund faster and track smarter.
We're not here to blend in—we're here to build brands that stand out. Ready to make yours one of them? Let’s build something worth leading with.
