Deal analytics
See what is really happening in your MCA pipeline.
Track submission volume, funder fit, team activity, and deal movement so you can spot bottlenecks, understand performance, and make better decisions across your funding workflow.
Analytics dashboard
See performance before bottlenecks cost deals.
Track funding volume, approval rate, average funded amount, growth rate, and deal movement over time so your team can understand what is working and where files are getting stuck.
- Funding performance.
- Monitor funded volume, average funded amount, and growth trends so leadership can see how deal flow is converting into revenue.
- Deal status tracking.
- Understand how many deals are won, open, or lost across recent months so your team can spot changes in pipeline performance.
- Workflow visibility.
- Use analytics to identify bottlenecks in submissions, matching, follow-up, and funding activity before they slow growth.
Pipeline intelligence
Turn deal activity into better decisions.
Deal analytics help teams move beyond guessing. See where volume is coming from, how files are progressing, where funder fit is strongest, and which parts of the workflow need attention.
- Spot bottlenecks
- Find where submissions slow down, whether that is intake, document review, funder matching, submission, or follow-up.
- Measure deal quality
- Understand how many files are moving toward funding and where deal quality needs to improve.
- Improve team focus
- Give teams better visibility into what needs attention so brokers and managers can spend time on the deals most likely to move.
- Track growth
- See how submission volume, funded deals, and pipeline movement change over time as your operation scales.
Products
More tools to understand and improve deal flow.
Explore products that help your team capture cleaner data, parse statements, review submissions, match funders, track activity, manage teams, export insights, and make better decisions across your MCA workflow.
- 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.
- 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.
- 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.