Scale Your Brokerage Smarter with Big Tuna.

Generate Leads

Custom client portals with built-in e-sign, file uploads, and live CRM sync.

Process Financials

AI bank-statement analysis that streamlines initial underwriting and automates time consuming data entry.

Automate Submissions

Send to your funding partners from your CRM in one-click with lender matching and built-in security tools to prevent backdooring.

Who We Work With

OnDeck
Credibly
BBF
Channel Partners
Fundmerica
ByzFunder
Yarrow
CAN Capital
Kapitus
Clear Skies
Crestmont
Formula Funding
View Ridge
Amur
Forward
PEAC
Bitty
Expansion
Mulligan
Specialty
Idea
OnDeck
Credibly
BBF
Channel Partners
Fundmerica
ByzFunder
Yarrow
CAN Capital
Kapitus
Clear Skies
Crestmont
Formula Funding
View Ridge
Amur
Forward
PEAC
Bitty
Expansion
Mulligan
Specialty
Idea

Our Services

Comprehensive solutions designed to streamline your processes and maximize efficiency

Online Applications + E-Sign

Custom built online applications with legally binding e-signatures tailored towards alternative finance brokerages. Let clients apply and upload docs in seconds.

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Bank Statement Parsing

Automate the initial underwriting process with our bank parsing tool. Get true deposits, daily balances, competitor balances, negative days, NSFs and more for 75% cheaper than competing services.

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Submission Portals

Streamline your submission processes with just a few clicks of a button directly from your CRM. Integrates with any lender via API or email. Built in lender matching and security tools to prevent backdooring.

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Our Process

A proven approach to delivering results

Discovery

We take the time to understand your business model, processes, and marketing strategies. By understanding your unique challenges in the alternative finance industry, we identify areas where we can optimize and create immediate value.

Strategy Proposal

Our team develops a customized strategy tailored to your needs. e provide a clear roadmap, complete with timelines, deliverables, and affordable pricing for the small - medium sized funding company.

Implementation

Once the plan is approved, we execute seamlessly. From setting up marketing campaigns to integrating software solutions, our team works closely with yours to ensure smooth implementation while keeping you informed every step of the way.

Growth & Support

With the solutions in place, we help you scale confidently. From ongoing performance tracking and marketing optimization to software training and support, we're here to ensure sustained success and measurable results.

Benefits of Working With Us

Learn why working with Big Tuna is the best decision you can make for your business.

Industry Expertise

We're not just software developers. We grew up in this space as sales reps and processors. We KNOW the pain points and how to make your business run smoothly.

75% Cost Savings

Our software costs a fraction of competing services - without sacrificing quality or features.

Save Time

Automate your processes whether you're a small shop or running large scale operations. Our tools grow with you.

Direct Support

We stay small and take pride in both our work and the relationships we build. All technical support comes directly from Big Tuna himself.

Trust & Security

We understand the growing dangers of data security (backdooring) in this industry. Free tools like file watermarking and contact data scrambling are included at no extra charge.

Customized to Your Needs

All of our tools integrate with any CRM. Nothing is "one size fits all" - we work with you to make the magic happen.

Our Story

Founded in 2017, Big Tuna Solutions was born from a shared passion for innovation and a dedication to delivering impactful, results-driven solutions. Drawing on years of experience across diverse roles in sales, marketing, lead generation, and web development, our team has developed a deep understanding of the challenges businesses face in achieving scalable growth. Today, we proudly serve as a one-stop shop for brokers and lenders, offering expertise in web development, lead generation, marketing, CRM automation, and process optimization to help them streamline operations and drive success.