Automate Your MCA Back-Office
B2 Systems scrubs bank statements, client applications and matches your funders the second a file is created so you can focus on sales instead of manually processing deals.
Try for free
Get started with a 7-day, 10-submission free trial.
Effortless submissions
Pick the most convenient option for you to process your client application
Drag and drop: Add an existing client application form, we automatically parse it
Internal intake form: Fill it out yourself right on the dashboard
Shareable link: Send directly to your client to fill out themselves
API/webhook: We grab the application automatically from your CRM or marketing platform
Security: All PDF sent to funders have contact info removed and the funder's name marked on the application with a signature deal ID.
Speak to our team to see the different option in a demo.
CRM integrations
Connect your sales CRM directly with us via API for a fully automated experience. Zoho, salesforce, gohighlevel, centrex, pipedrive, cloudsquare, and more.
Speak to our team and find out how we can connect with your sales or marketing CRM.
Bank scrubbing details in seconds
From verified true revenue to active positions and detailed month-by-month breakdowns, everything is clearly structured and ready for submission to funders.
See complete bank scrubbing insights in seconds, no waiting, no manual review.
Need to make changes? No problem. Edit deal inputs, include or exclude positions, and adjust details on the fly before sending to funders.
Third party integrations
Integrate with third party tools like: Experian, Datamerch, Aquamark and more.
Access to funders
We spoke directly with the underwriters of more than 70 funders, enabling you to simply pick and choose funders to be included in your matching process.
Speak to our sales team to find out how to add your favorite funders if they're not listed yet.
Eliminate submission errors with funder underwriting criteria built directly into your dashboard. Activate in one click.
Includes a 70+ recommended list of funders.
Don't just take our word for it
Hear what industry experts say about B2 Systems and how it helped streamline their operations, increasing accuracy and deal flow.
It's like having an underwriter from every funder inside of your CRM.
Matt K.
CEO
I've always done everything manually, but since B2, I've never looked at another statement.
Logan T.
CEO
We are a team of 3 and we've been able to double the amount of deals without any new hire.
David S.
CEO
I've tried every software for MCA out there, this is hands down the best I've used.
Mike M.
CEO
Get to know us and the industry
Learn more about who we are, the values that drive us, and the role we play in the MCA space. Our blog combines company updates with industry insights, giving you a closer look at both our journey and the evolving world of brokers and funders.
