33
integrations cataloged
Integrations33 cataloged · 5 live · 28 planned
Plug into the stack
you already have.
CapitalSource is the operating layer — not a replacement for your CRM, your e-sig vendor, or your bank-data provider. We wire the agents into the systems brokers and funders already run on.
5
live in production
live
28
on the roadmap
planned
11
categories covered
Most of this is a catalog of where we intend to connect, not a list of finished connectors. The messaging surfaces below are the exception — those are built. Read the status on each row before you plan around it.
Where an agent works
Messaging surfaces, built and verified.
These are the connectors an organization can configure today: paste credentials and the platform verifies them against the provider before it stores anything. Slack is the surface the agents are designed around; the rest are wired and available.
Slack
liveAgents work deals in channels and DMs over Socket Mode.
slack
Agents answer on a WhatsApp Business number via the Meta Cloud API.
Google Chat
liveAgents join Google Chat spaces as a Workspace app.
google_chat
Telegram
liveAgents run as a Telegram bot in groups and direct chats.
telegram
iMessage
plannedAgents answer on iMessage through Apple Messages for Business.
Apple has to approve the brand and route messages through an accredited provider, so there is no token to paste yet.
imessage
A connector being available means credentials verify and messages route. It does not mean every agent answers on it — only Intake is reachable today.
Catalog
The rest of the catalog. One canonical schema.
Every integration writes into the same applications + audit_logs shape. The intent is that your system of record stays where your team already trusts it.
Bank data
Statement OCR, transaction history, NSF flags, cash-flow signals.
Plaid
plannedBank account linking + transaction history. No connector code yet.
Finicity
plannedMastercard-owned bank aggregation. Asset + income verification.
Yodlee
plannedLong-tail FI coverage for credit unions and regional banks.
MoneyThumb
plannedPDF bank statement parser. Fallback when an FI isn’t aggregator-supported.
Ocrolus
plannedDocument classification + statement OCR with reconciled balance signals.
Business verification
Confirm the business exists, its structure, and its operating history.
D&B
plannedDUNS lookup + Paydex + commercial credit score.
LexisNexis
plannedBusiness verification + risk indicators. Used for §4 KYB checks.
Owner identity verification
KBA, document verification, and identity-proofing for guarantors.
Experian
plannedPrecise ID + knowledge-based authentication for personal guarantors.
Credit & public records
Personal + commercial credit pulls. FCRA disclosures handled in §4 cross-cutting.
TransUnion
plannedPersonal credit pull + commercial trade-line data.
FICOSO
plannedFICO SBSS small-business scoring for sub-$1M commercial credit.
PayNet
plannedEquipment lease + commercial loan payment history. Owned by Equifax.
UCC / lien searches
Existing security interests against the borrower or collateral.
CSC
plannedCorporation Service Company UCC search across all 50 states.
Court & bankruptcy searches
Active litigation, bankruptcy filings, judgments.
PACER
plannedFederal court records + bankruptcy filings (Chapters 7, 11, 13).
Westlaw / CLEAR
plannedThomson Reuters public-records + litigation database.
Sanctions & AML screening
OFAC, watchlists, PEP screening. Required for §14 eligibility.
OFAC
plannedTreasury sanctions list direct lookup for borrower + beneficial owners.
ACH & payment processing
Move money. Fund deals. Reconcile collections.
Stripe
liveBilling rails for the three pricing surfaces (Originations / Reviews / Invocations).
E-signature
Closing docs, FCRA disclosures, wire-instruction acknowledgements.
DocuSign
plannedIndustry-standard e-sig with envelopes wired to deal milestones.
Dropbox Sign
plannedHelloSign successor. Lighter-weight + cheaper for high-volume desks.
Adobe Sign
plannedEnterprise-standard. Common at bank-affiliated lenders.
PandaDoc
plannedProposal + contract platform. Useful when packaging custom funding terms.
CRM / LOS sync
Designed to sync with the systems brokers and funders already live in. No connector is built yet — this is the intended shape, not a shipped feature.
Salesforce
plannedBidirectional sync. Map CSG-1003 fields to Opportunity + Custom Object records.
HubSpot
plannedDeal + contact sync. Common at growth-stage ISO shops.
Centrex
plannedVertical CRM for commercial finance brokers.
nCino
plannedBank-of-record LOS. The big lenders run on it.
Zoho
plannedMid-market CRM popular outside the US.
Pipedrive
plannedPipeline-first CRM. Common at independent brokers.
GSuite
plannedGmail thread surfacing + Drive doc attach into the deal record.
Outlook
plannedMicrosoft Graph integration for Outlook + OneDrive.
Don't see yours?
Tell us what you use. We'll build the connector.
We are pre-launch, so this catalog is our read of the market rather than a queue of customer requests — there are no customers and no design partners yet. That is exactly why it is worth telling us what you run: the order we build connectors in is still open, and the first people to say something will decide it.