Funder dashboard
Shape the MCA deal flow your team receives.
Manage funder criteria, broker access, ISO agreement visibility, and qualified submission workflows so better-matched MCA deals reach your team with less manual screening.
Funder criteria
Define what your team actually funds.
Help brokers understand funder fit before they send a file. By configuring your funding criteria, the platform can match submissions against your appetite and reduce the number of deals that reach your team without a real chance of funding.
- Criteria matching
- Apply your funding rules to broker submissions so files can be matched before they are sent.
- Cleaner routing
- Reduce mismatched submissions by making funder fit clearer earlier in the workflow.
- Better broker decisions
- Give brokers more confidence about where a file belongs before they submit it to your team.
Offers
Send offers to any broker.
Send offers directly to brokers already using the platform or share a dedicated link with external brokers. They can submit requested documents, review available offers, and keep the deal moving through one connected workflow.
- Platform brokers.
- Send offers directly to brokers already on the platform so they can review and respond in one place.
- External broker access.
- Share a dedicated link with external brokers so they can access the deal without an existing account.
- Documents and offers.
- Let brokers upload requested documents and review offers through the same streamlined experience.
Partner network
Turn every partner into a qualified deal channel.
Invite existing ISO brokers and referral partners or onboard entirely new ones for free. Add up to 10,000 partners at once and give them an exclusive workflow for submitting deals directly to your organization, with unqualified files filtered out before they reach your team.
- Bulk partner onboarding.
- Invite existing or new partners individually or onboard up to 10,000 at once without creating additional administrative work.
- Qualified submissions.
- Match every partner submission against your funding criteria before it reaches your team, reducing time spent screening poor-fit files.
- Partner management.
- Track performance by partner, manage permissions, and revoke access directly from the funder dashboard.
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.
Partner analytics
See which partners turn submissions into funded deals.
Track performance across your ISO broker and referral network from one dashboard. See how many submissions and offers each partner generates, which deals get funded, and where your strongest partner relationships are producing results.
- Offer activity
- See how many submissions generate offers for each partner and track activity across your network.
- Funded deals
- Measure how many partner submissions convert into funded deals and identify the partners driving revenue.
- Win-rate insights
- Compare partner win rates and performance trends so your team can focus on the relationships delivering the best results.
CRM integrations
Connect your CRM to your MCA Funder workflow.
Bring merchant data, deal intake, documents, and submission updates closer to the tools your team already uses. 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.
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)
}
Broker ISO agreements
Let brokers sign up with your program directly.
Make ISO onboarding easier by listing your agreement inside the platform. Brokers can review your program, access your agreement, and move toward sending qualified deals without the usual back-and-forth.
- Agreement visibility
- List your ISO agreement where approved brokers can find it inside their workflow.
- Broker onboarding
- Give brokers a cleaner path to join your program before they start sending files.
- Less manual back-and-forth
- Reduce the manual steps usually required to share agreements, collect signatures, and open broker access.
- More broker access
- Make it easier for brokers already using the platform to discover your program and understand how to start submitting qualified files.
Qualified deal flow
Receive cleaner submissions from matched brokers.
Broker submissions are parsed, reviewed, and matched before they reach you. That means your team spends less time screening files that do not fit and more time reviewing qualified MCA opportunities.
- Matched submissions
Receive files that have already been compared against funder fit before submission.
- Cleaner deal packages
Applications, bank statements, and supporting documents are organized before they reach your team.
- Less screening noise
Spend less time filtering out mismatched files and more time reviewing deals with real funding potential.
Integrations
Connect qualified deal flow to your systems.
For more connected funder workflows, submissions can be routed into the systems your team already uses. API-connected integrations help reduce manual handoff and keep qualified deal flow moving inside your internal process.
- API workflow
- Connect platform-qualified submissions to your internal systems when your funder tier supports API integration.
- Workflow handoff
- Move files, deal data, and submission context into the tools your team already uses.
- Custom integration support
- Work with the team on tailored integration paths for your funding workflow, data requirements, and internal process.
- Submission context
- Keep applications, bank statements, matching data, and submission details connected as files move into your review process.
Products
More tools for cleaner funder workflows.
Explore products that help funders receive better-matched submissions, manage criteria, connect systems, review cleaner deal data, track activity, and reduce the manual work behind qualified MCA deal flow.
- 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.