Funders
Receive more qualified MCA deals.
Join a vetted funder network where broker submissions are parsed, reviewed, and matched before they reach you. Get cleaner files, clearer funder fit, and fewer unqualified deals taking up your team’s time.
Benefits
Turn broker interest into qualified deal flow.
Be part of a vetted funder network built to reduce noise, improve submission quality, and help brokers send files that actually match your funding criteria.
- Qualified deal flow
Receive submissions that have already been reviewed, parsed, and matched against funder fit before they reach your team.
- Cleaner submissions
et applications, bank statements, and supporting documents organized in a cleaner format so your team can review files faster.
- Less manual screening
Spend less time sorting through deals that do not match your appetite and more time reviewing files with real funding potential.
- ISO agreement visibility
List your ISO agreement directly on the platform so approved brokers can sign up with your funding program more easily.
- API integration
Connect qualified submissions directly into your internal systems through API integration when your funder tier supports it.
- Detailed funder criteria
Configure deeper criteria so the platform can better understand what you fund and route more relevant submissions your way.
Badges
Show brokers how connected your funder workflow is.
Every funder in the platform is vetted. Badges help brokers understand which funders are more deeply integrated into the workflow, from direct ISO agreement access to richer criteria and system connectivity.
- Blue badge
- Show brokers that your funder profile is connected to the platform workflow, including the ability to list your ISO agreement for direct broker signups.
- Gold badge
- Unlock the highest level of platform integration, with richer funder criteria, deeper workflow access, and API connectivity into your internal systems.
- Direct ISO agreement access
- Let brokers review and sign your ISO agreement directly from the platform, reducing manual onboarding steps before they send qualified files.
- Deeper criteria matching
- Give the platform more detailed funding criteria so brokers can better understand funder fit before a submission reaches your team.
How it works
Cleaner submissions, matched before they reach you.
The platform helps brokers prepare complete files, analyze deal data, and match submissions against funder criteria before routing them forward.
- Brokers submit files
- Brokers create MCA submissions with merchant applications, bank statements, and supporting documents inside the platform.
- Files are parsed and reviewed
- Applications and bank statements are processed into structured deal data so each file can be reviewed more consistently.
- Criteria matching filters fit
- Submissions are compared against funder criteria to identify which funders are likely to fit the deal before routing.
- Qualified deals reach funders
- Funders receive cleaner, better-matched files so their team can spend more time reviewing qualified opportunities.
Products
Tools built for funders managing more submissions.
Use the products you need to manage criteria, review incoming files, organize ISO relationships, track submissions, and keep funding operations moving with more consistency.
- 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.
- 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.