01 — ORGANISE
One workspace.
Keep deals, contacts and day-to-day activity together, with the right context available when you need it.
The next era of finance workflows
Less admin.
More clarity
An intelligent workspace built for finance brokers. Bring your deals, relationships, workflows and connected tools into one thoughtful platform.
ORBIT Pro
Deal management
Intelligent assistance
Client relationships
Connected workflows
Connected dataSmart workflowsIntelligent assistanceClient Experience
01 / The platform
Everything connected.
Nothing in the way.
Finance is complex enough. Orbit Pro is designed to bring structure to the moving parts, helping teams spend less time navigating systems and more time doing meaningful work.
02 — CONNECT
Systems that work together.
Connect the services your business relies on and reduce the friction of moving information between tools.
03 — THINK
Intelligence in the workflow.
Bring structured information and intelligent assistance closer to the decisions and tasks that matter.
02 / A more thoughtful way to work
Technology that understands the workflow.
Stop working with disconnected tools. Orbit Pro is a cohesive environment designed the way finance brokers actually work — with people firmly in control.
Talk to us ↗WORKSPACE / OVERVIEW● CONNECTED
Deal managementContext in one place ↗
Document workflowsLess repetition ↗
Connected servicesInformation in motion ↗
Intelligent assistanceSupport where it matters ↗
03 / Designed as a whole
One ecosystem.
Many possibilities.
A connected platform built around the relationships between the people, processes and information in a finance business.
04 / Connected infrastructure
One platform.
Connected to the tools that matter.
In the background, Orbit Pro aligns with a dedicated API Server — a secure integration layer that connects the workspace with document services, credit information, digital signatures and other essential finance systems.
The workspace
Orbit Pro
Deals, contacts, fact finds, documents and day-to-day workflow in one place.
Elara / in development
AI assistance designed to work with Orbit Pro context and connected services.
Future web experiences
Secure interfaces for clients and referrers, connected through the same API layer.
The integration layer
Secure connection point
Orbit API Server
A central service for routing requests, coordinating integrations and keeping external credentials out of the desktop application.
AuthenticationAPI routingWebhooksAutomationData mapping
Planned architecture · capabilities are being developed in stages
Orbit Pro data
FileMaker data accessed through controlled server-side interfaces rather than exposing database access directly to external services.
External services and connections
Dropbox Documents
DocuSign eSignatures
Equifax Credit reports
Email & Orbit Mail Communications
Lender / aggregator interfaces Applications
Other partner APIs Future
How it fits together: Orbit Pro and future interfaces communicate with the Orbit API Server, which manages requests to external providers and returns relevant results to the workspace. Incoming service notifications can also be handled through webhooks.
Document workflows
Connect document storage with digital signing, supporting a more streamlined path from generated documents to signed records.
Credit and application data
Bring credit information and lender or aggregator connections closer to the deal workflow, with less manual re-entry.
Intelligent automation
Use structured data and event-driven processes to support tasks, communications and intelligent assistance.
Integration availability varies. Some existing functions operate through direct connections today; migration to the central API Server and additional integrations are planned or in development.
05 / Let's connect
Curious about
what's next?
Orbit Pro is being used and developed by Energy Lend. If you'd like to learn more about the platform, we'd love to hear from you.
Or email us at
[email protected]