How it works
From lead to funded, and back for the renewal
One record carries the deal across: the lead, the merchant and owners, the statements, the lenders it fits, every submission and offer, the funding and the commission. Here is the path, step by step. Introductory offer: $0 setup and free migration from your current CRM.
Plans from
$69/ user / month
Billed monthly, or less billed annually. No seat minimum.
- Setup fee
- $0 (introductory offer)
- Data migration
- Free (introductory offer)
Introductory offer, for a limited time.
- We import your data from your current CRM or spreadsheets.
- Month to month. Export your data any time.
- 1
A lead comes in
Import a lead list (CSV or Excel, columns mapped once, duplicates skipped) or let merchants apply through your own application link, which collects the application, consent and 3 to 6 bank statements and assigns the lead to the referring rep.
Lead import and applications - 2
Work it to an application
Statuses with an attempt counter, call outcomes, tasks and a timeline on every lead. When it is real, convert it into a merchant, owner and deal in one step.
Deal pipeline - 3
Read the statements
Enter each account's monthly deposits, balances, NSFs and negative days. You get averages, trend and a combined holdback check against your own thresholds, with existing positions on the merchant.
Bank statement analysis - 4
Match the lenders
Every lender's programs and criteria are checked against the deal. You see who it qualifies for, the rule behind each pass or fail, and the near misses worth an exception.
Lender matching - 5
Submit once
Build the package with per-lender email templates and the right documents, send it from your own email, and track every status, stip request and decline reason on one screen.
Submissions to lenders - 6
Compare the offers
Each offer works out payback, net funding, payment, holdback and your commission as you type, side by side for every lender. Accept one and lock the pricing.
Offer calculator and comparison - 7
Fund and get paid
Mark the deal funded, keep the remittance ledger or import the lender's report, and track expected versus received commissions with splits and clawbacks. Upload a lender's commission statement to reconcile it.
Commissions and reconciliation - 8
Come back for the renewal
The renewal list shows who is eligible now, in the next 30 days and projected, by each lender's paid-in threshold. Start the renewal deal from the funded deal.
Renewals
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.