Guides
Practical guides for MCA brokers, ISOs and funders: choosing a CRM, building submission packages, state disclosure laws, lender matching and moving your data.
- GuideHow to choose an MCA CRMWhat an MCA CRM should do, the questions to ask every vendor, a scoring sheet and the real first-year cost math for a broker or ISO shop.Open
- GuideThe MCA submission checklistA step-by-step MCA submission checklist for ISOs: the stips package, file naming, a pre-submission scrub, per-lender formats, follow-up cadence and decline tracking.Open
- GuideState commercial financing disclosure laws, as of October 2026Which states require commercial financing and MCA disclosures as of October 2026, what Texas HB 700 means for brokers, and what a broker's CRM should record.Open
- GuideHow lender matching worksHow a lender matching engine decides which lenders a deal qualifies for: hard and soft rules, missing data, eligibility tiers, scores, near misses and a worked example.Open
- GuideHow to migrate your MCA CRM dataA practical guide to moving an ISO or lending shop to a new CRM: exporting from your current CRM or spreadsheets, cleaning files, mapping the import, lenders, statuses and a parallel run.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.