Every feature, explained
Everything a lending shop needs from first call to funded and renewed: leads, statements, lender matching, submissions, offers, commissions and the audit trail behind them.
- Lender matchingStore every lender's criteria once and see which lenders each deal qualifies for, with the rule behind every pass, warning and fail. Built for MCA and business lending.Open
- Parts coming soonBank statement analysisEnter each month's deposits, ADB, NSFs and negative days per bank account and get averages, revenue trend, holdback and an affordability check on the deal.Open
- Parts coming soonSubmissions to lendersBuild a submission package once, send it to the lenders you pick from your own email, and track every status, stip request, decline reason and offer per lender.Open
- Offer calculator and comparisonEnter advance, factor, buy rate, fees and frequency and get payback, net funding, payment, term, holdback and your commission. Compare every lender's offer side by side.Open
- Commissions and reconciliationTrack expected versus received commissions per funded deal, split them with reps and partners, handle clawbacks, and reconcile lender commission statements line by line.Open
- RenewalsSee which funded merchants are eligible to renew now, in the next 30 days or later, from paid-in percentage and each lender's threshold, and start the renewal deal in one click.Open
- Parts coming soonLead import and application formImport CSV or XLSX lead lists with column mapping and duplicate checks, and give merchants an application link that collects details, consent and bank statements.Open
- Deal pipelineA deal pipeline built for lending: 22 statuses in five phases, board and table views, time in status, stips and conditions, underwriting notes and a locked pricing block.Open
- Parts coming soonAudit log and data securityEncrypted SSNs, EINs and bank numbers, masked by default with audited reveals, role-based access, consent records and an audit log of every change and export.Open
- Parts coming soonMobileEvery screen works in your phone's browser: leads, deals, statements, submissions and commissions, with tap-to-call and tap-to-email. Nothing to install.Open
From application to funded, on one screen.
Tell us about your shop. We set up your workspace and import your data from your current CRM.