UpShyft
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The platform

Everything to run funding readiness, in one platform.

From the first lead to the funded round — assessment, funding paths, pipeline, tuning, and a branded client portal. One system, tuned to your book.

Book a demo →Tour the product →
app.upshyft.io/dashboard
UpShyft broker dashboard: readiness, pipeline, funded volume
Readiness assessment

Turn a credit report into a readiness score in minutes.

Clients upload their tri-merge report; UpShyft parses it, scores funding readiness, and generates a deterministic repair plan — so you know exactly where each client stands.

Automated parse — IdentityIQ, Experian, or generic tri-merge.
A readiness score with a clear, explainable band.
Deterministic repair plan — the same inputs always yield the same plan.
app.upshyft.io/clients/okafor
72
Readiness
● Funding ready
Credit utilizationGood
Banking depthStrong
Inquiries (90d)Watch
app.upshyft.io/clients/okafor/path
1
Truist — Start here
Open personal + business checking · $1,500 deposit
Day 1
2
Relationship bank
Season 60 days · statements pre-filled
In review
3
No-doc lender A
Requirements + script attached · deep link
Queued
4
No-doc lender B
Unlocks after round 1 funds
Locked
The funding path

A vetted funding path, generated per client.

Qualified clients get an ordered sequence of exactly which lenders to approach and when — each step with its requirements, timing, deposit amounts, and a playbook. Not a list of options; a plan.

Ordered by strategy, not alphabetically.
Per-lender playbook — requirements, timing, scripts.
Deposit amounts + required info, pre-filled where possible.
Deep links straight to the lender.
Pipeline & worklist

See every client, move every step.

A pipeline board and per-client worklist keep your whole team on the same process. Move a step and the status flows to your CRM automatically.

Pipeline health at a glance.
One-click status — to-do, in-progress, waiting, done.
Auto-advance through the sequence, with state filtering.
app.upshyft.io/pipeline
Prep 14
A. Chen
Preparation
L. Rodriguez
Credit repair
Round 1 8
S. Okafor
Funding ready
D. Reyes
In underwriting
Round 2 5
J. Whitfield
Waiting on docs
Funded 3
M. Torres
$85k round 1
app.upshyft.io/tuning
Evaluation criteria
Funding-ready cutoff70
Borderline floor55
Your lender lineup
TruistRelationship bankNo-doc ANo-doc B+ Custom bank
Per-brokerage tuning

Tune the engine to your book.

Edit your evaluation criteria, curate your lender lineup, add your own custom banks, and set your qualification thresholds. The path every client gets is the path you would give them.

Editable evaluation criteria — graded, direction-aware bands.
Your lender lineup + custom banks.
Immutable snapshots — past evaluations aren't rewritten by later tuning.
Branded borrower portal

A portal your clients log into with pride.

Premium, mobile-first, and branded to your firm — readiness, roadmap, milestones, and secure upload. Prove your white-label with two brands from the same engine.

Your logo + brand color.
Readiness + clear next steps.
Milestone tracking + secure document upload.
Branded client portal home
Client funding roadmap
Integrations

Plugs into the stack you already run.

Ingest leads from GoHighLevel and route them automatically; sync statuses, tags, and scores back out. Your CRM sees scores and stages — never SSNs or credit logins.

Lead in
GoHighLevel · Embed widget
UpShyft (encrypted)
Parse · score · funding path
Back to CRM
Scores · statuses · tags · links
Sensitive data stays encrypted in UpShyft. The CRM only ever receives scores, stages, tags, and links — never SSNs or credit logins.

Inbound lead ingestion

Auto-routing by custom/merge field, consent-safe.

Outbound tag/field sync

Scores and stages update automatically on status change.

One-click RM intros

Drafted intro emails to relationship managers.

Adjacent CRMs (HubSpot, Close, Salesforce) via a normalized payload — on the roadmap.

See the whole platform in a walkthrough.

Bring your book. We'll show you a real client's readiness, path, and portal live.