Brokers
Close more MCA deals with less back-office work.
Automate MCA intake, bank statement parsing, underwriting, and funder matching so brokers can move more submissions without getting buried in paperwork.
By Industry Experts
Automate your MCA deal workflow.
Built from 15+ years in the Merchant Cash Advance industry, B2 Systems helps brokers reduce back-office workload and simplify daily operations. Boris Mendes, Founder & CEO at B2 Systems.
- Dashboard.
- Centralize all your MCA deals in one dashboard
- Integrate.
- Seamlessly integrate with your CRM.
CRM integrations
Connect your CRM to your MCA broker workflow.
Bring merchant data, deal intake, documents, and submission updates closer to the tools your brokers already use. Connect platforms like Zoho CRM, Salesforce, HubSpot, Pipedrive, GoHighLevel, and SAP so your team can move MCA files forward without re-entering the same information across systems.
Challenges
Broker teams lose momentum when files get stuck.
As submission volume grows, manual intake, statement review, underwriting, and funder selection slow the entire team down. Brokers need clean files, clear funder fit, and faster handoffs so more deals keep moving toward funding.
- Manual intake
- Applications arrive in different formats, with missing details and messy handoffs that slow down every broker on the team.
- Statement review
- Bank statements take too long to review by hand, especially when multiple reps are submitting files at once.
- Funder guesswork
- Without clear matching, brokers waste time deciding where to send each deal and risk sending good files to the wrong funders.
- Missed fundable files
- Fundable deals can get buried when teams rely on manual review, scattered notes, and inconsistent follow-up.
- Team capacity
- More submissions usually means more processing work, which can force brokerages to hire before they are ready.
- Inconsistent workflow
- When every rep handles files differently, submissions become harder to track, review, and improve across the team.
Broker dashboard
Manage every MCA deal from one place.
Give brokers a clear workspace to track submissions, review applications, see statement results, compare funder matches, and keep each file moving. Instead of jumping between inboxes, spreadsheets, and separate tools, the dashboard keeps the full deal workflow organized from intake to funding.
- Organized deal flow.
- Track applications, documents, underwriting results, and funder matches from one broker workspace.
- Faster file review.
- Review merchant applications and parsed bank statement data without digging through inboxes or scattered tools.
- Clear funder fit.
- See which funders match each file so brokers can submit deals with more confidence and less guesswork.
Integrations
Connect automation to your broker workflow.
Create deals, attach documents, trigger processing, and pull matching results from your CRM or internal tools.
- API access.
- Create deals, attach documents, trigger processing, and pull matching results from your internal tools or CRM.
- Webhooks.
- Send workflow updates to the systems your team relies on when files are created, processed, matched, or submitted.
- Custom integrations.
- Need something more tailored? Connect your workflows, data sources, internal systems, and third-party tools with a custom integration.
CreateDeal.ts
DealWebhook.ts
import { B2 } from '@b2systems/api'
type CRMLead = {
company: string
email: string
statementFiles: string[]
}
const b2 = new B2({
apiKey: process.env.B2_API_KEY!,
})
export async function createDealFromCRM(lead: CRMLead) {
const deal = await b2.deals.create({
businessName: lead.company,
ownerEmail: lead.email,
bankStatements: lead.statementFiles,
})
return b2.deals.matchFunders(deal.id)
}
Benefits
Grow deal flow without growing your back office.
Volume
Process more files
Handle higher submission volume without hiring more processors or slowing down your sales team.
Underwriting
Know what will fund
Review applications and bank statements before submission, so fundable deals move forward with fewer surprises.
Matching
Find the right funders
Automatically match files to funders that fit each deal, so brokers stop guessing where to send it.
Focus
Keep brokers selling
Remove repetitive back-office work from your sales team so they can spend more time closing deals.
Revenue
Close more fundable deals
Turn higher volume, better underwriting, sharper funder matching, and fewer missed fundable files into more funded deals.
Products
Tools built for MCA brokers closing more deals.
Use the products you need to intake submissions, parse statements, review deals, match funders, submit files, and keep every fundable deal moving from one place.
- 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.
- Broker dashboard
Manage applications, statements, deals, matching results, submissions, and team activity from one central workspace.
- 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.