Broker dashboard
Fund every deal from one dashboard.
Process more MCA submissions with automated intake, bank statement parsing, underwriting, funder matching, submissions, and deal tracking in one broker workspace.
Workflow
From file upload to funder submission in seconds.
Create the deal, let the platform process the files, then submit to the funders most likely to approve it. The broker dashboard turns a manual MCA submission process into one clean workflow.
- Create the deal.
- Drag and drop the merchant application and bank statements, or create the submission directly in the dashboard so every file starts in one organized place.
- Process and match.
- Applications and bank statements are parsed in seconds, then the deal is automatically matched against funder criteria to identify the best fit.
- Submit to funders.
- Review the best-matching funders, choose where to send the file, and submit the complete package directly from the platform.
Funder network
Submit MCA deals to 70+ funders.
Match each submission to funders that fit the deal, then submit qualified files directly from the broker dashboard. Keep applications, bank statements, and supporting documents organized so brokers can move faster and funders receive cleaner submissions.
Deal detail
See the full deal breakdown before you submit.
Once a submission is processed, the deal detail page gives brokers a clear view of the parsed application data, bank statement results, underwriting signals, and best-matching funders so they can decide where to send the file with confidence.
- Parsed deal data.
- Review application details and bank statement data in one place instead of reading through PDFs, spreadsheets, and separate notes.
- Matching results.
- See which funders are the best fit for the file based on criteria, deal data, and underwriting signals before submitting.
- Ready to submit.
- Move from review to funder submission with the full deal package organized and ready to send from the same workflow.
Features
Features that scale your operations.
Applications
Capture clean applications
Upload existing applications, send built-in forms, or connect your CRM so every new file starts with clean submission data.
Parsing
Parse statements in seconds
Turn bank statements into usable cash-flow data fast, without slowing down your processors or sales team.
Deals
Move deals to funding
Track every file from intake to offer, with underwriting signals and funder matching keeping each deal moving.
Teams
Scale your team structure
Create organizations, manage teams, and assign roles so more people can work more deals at the same time.
Analytics
See what is working
Understand deal flow, funder fit, and team activity so you can spot bottlenecks and improve performance.
Integrations
Connect your workflow
Use APIs, webhooks, and integrations to connect your CRM, forms, and internal tools to your MCA workflow.
Products
More tools to move MCA deals faster.
Explore products that help your team reduce manual work, review files faster, match better funders, manage access, submit deals, track activity, and keep every fundable opportunity moving.
- TrueSight
Review applications, bank statements, and deal data against funder criteria so you can understand which files are most likely to fund.
- InFlow
Parse bank statements into structured cash-flow data in seconds, reducing manual review and giving your team cleaner numbers to work with.
- Funder dashboard
Manage funder criteria, ISO relationships, submission preferences, and the underwriting logic used to match deals.
- Team management
Create organizations, invite team members, assign roles, and control who can access each part of the dashboard.
- Funder submissions
Submit matched deals directly to selected funders with the application and bank statements attached, then keep the workflow traceable.
- Deal analytics
Understand deal performance, funder fit, submission activity, and workflow bottlenecks with clearer operational insights.
- Tracking
Track users, submissions, deal status, funder activity, and workflow progress so nothing gets lost between intake and funding.
- Data exports
Export parsed data, deal information, and workflow outputs so your team can send clean data wherever it needs to go.
- Custom integrations
Connect your existing systems, workflows, and data sources with tailored integrations built around how your team operates.