Why enterprise software providers have ignored brokers and funders and how B2 systems is filling the gap

For years, brokers and funders have operated in an ecosystem that is underserved, misunderstood, and often overlooked by traditional enterprise software providers. While tech giants build complex CRMs and automation tools for Fortune 500 companies, the everyday challenges of deal flow, document management, and funder communications in the MCA space have been left out of the equation.

The result? Thousands of brokers and funders still rely on manual workflows, outdated CRMs, and improvised systems to manage a business model that moves at lightning speed.

The Gap in the Industry

Most enterprise software wasn’t designed for what brokers and funders actually do.

Brokers aren’t running long procurement cycles or managing predictable client relationships; they’re managing dozens of submissions, bank statements, and funder conversations in real time. They need systems that can:

• Review and scrub bank statements instantly

• Match deals to funders based on custom criteria

• Track submissions, responses, and renewals automatically

• Deliver insights that improve conversion, not just data storage

Enterprise CRMs and productivity tools were built for general business use, not the unique dynamics of alternative lending.

That’s why so many brokers find themselves piecing together tools like Excel, email inboxes, and manual checklists, trying to build their own process from scratch.

Enter B2 Systems: Built for the Realities of the MCA Industry

At B2 Systems, we saw the same inefficiencies and decided to build something different.

B2 Systems is not just another CRM, its actually not a CRM at all. In fact it allows you to use any CRM and still connect B2 Systems to it. It’s a submission management platform designed specifically for the MCA industry, where speed, precision, and automation directly impact revenue.

We designed B2 to handle the bottlenecks that traditional enterprise systems ignored:

• Automated Bank Statement Scrubbing: What once took 15–20 minutes now takes 60 seconds.

• Smart Funder Matching: Deals are instantly routed to the right funders using consistent intelligent logic.

• Built-In Transparency and Control: Brokers and funders both operate from a single source of truth. Funders get visibility and data from their brokers and brokers get quick direct responses to funders who already a fit for their file.

In short, B2 Systems fills the operational gap that’s been holding the MCA industry back by giving brokers and funders enterprise-level capability without enterprise-level complexity.

Why This Matters

Efficiency isn’t just about saving time; it’s about unlocking scalability.

Every broker knows that hiring more staff doesn’t always mean more production. In fact, many reach a ceiling because their internal processes simply can’t handle more volume.

That’s where true automation makes the difference. Brokers using B2 Systems process 10 deals or 100 deals at the same speed, giving them the power to grow their book of business without doubling their overhead.

It’s not about replacing people. It’s about empowering teams to do more, faster, with fewer bottlenecks.

The Future of MCA Technology

As the MCA space matures, efficiency, transparency, and data integrity will define the leaders from the rest. The companies that thrive will be the ones that use technology not just to keep up, but to get ahead.

B2 Systems is proud to be part of that evolution, helping brokers and funders finally operate with the same level of sophistication that other industries take for granted.

We’re not here to reinvent the industry. We’re here to build the systems it always needed.

Learn how B2 Systems can help you scale with precision and efficiency. 👉 Book a Demo