MCA broker software
Automate Your Broker MCA Back-Office.
B2 Systems scrubs bank statements, client applications and matches your funders the second a file is created so you can focus on sales instead of manually processing deals.
Submissions
Submit MCA deals in three simple steps.
Create the deal, let the platform process the files, then choose the best-matching funders to send it to. Brokers can move from client application to funder submission without rebuilding the same file over and over.
- Create the deal.
- Drag and drop an existing merchant application and bank statements, fill out the intake form yourself, or send a shareable link for the client to complete.
- Process and match.
- Applications and statements are parsed in seconds, then matched against funder criteria to show which funders are the best fit.
- Submit to funders.
- Select the funders you want to submit to and send the complete package directly from the dashboard.
Submission options
Effortless submissions.
Pick the most convenient option for you to process your client application.
- Drag and drop
Add an existing client application form, we automatically parse it.
- Internal intake form
Fill it out yourself right on the dashboard.
- Shareable link
Send directly to your client to fill out themselves.
- API/webhook
We grab the application automatically from your CRM or marketing platform.
- Security
All PDF sent to funders have contact info removed and the funder's name marked on the application with a signature deal ID.
More options
Speak to our team to see the different option in a demo.
CRM integrations
Connect MCA automation to the CRM your team already uses.
Connect your sales CRM directly with us via API for a fully automated experience. Zoho, salesforce, gohighlevel, centrex, pipedrive, cloudsquare, and more.
How to integrage?
Speak to our team and find out how we can connect with your sales or marketing CRM.
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.
Funder network
Submit to 70+ funders.
Eliminate submission errors with funder underwriting criteria built directly into your dashboard. Activate in one click.
Access to funders
We spoke directly with the underwriters of more than 70 funders.
Enabling you to simply pick and choose funders to be included in your matching process. Speak to our sales team to find out how to add your favorite funders if they're not listed yet.
Testimonials
Trusted by professionals.
I've tried every software for MCA out there, this is hands down the best I've used.
Mike M.
Managing Partner
It's like having an underwriter from every funder inside of your CRM.
Matt K.
Chief Executive Officer
I've always done everything manually, but since B2, I've never looked at another statement.
Logan T.
Founder
