Submissions

Submission management

Handle full or partial submissions automatically. Collect applications, parse bank statements, assess risk, and get matched offers—without manual reviews or extra steps.

How it works

Submissions, end-to-end

Share one link. We collect the application, read the bank statements, underwrite against your funder rules, and return offers for you to pitch—without the busywork.

White-label form

Share your branded intake link. Merchants upload bank statements and complete the application. Submissions land in your portal and CRM automatically.

Processing

We parse statements and application data in real time—calculating deposit averages and counts, spotting negative days, checking time-in-business, and validating basic risk signals.

Underwriting

Our rules engine applies each funder’s thresholds (location, deposits, positions/consolidation, credit/TIB, restricted industries, and more), filters out ineligible cases, and ranks the best fits.

Receive offers

You review the matched options and pick an offer to pitch. We handle status tracking and notifications—no chasing, no extra steps.

Modular solutions

Adjust submissions to fit your workflow

Choose the setup that works best for you. Run everything hands-off with no code, or customize with APIs. Use your own funder network or tap into ours—everything works seamlessly.

Automated bank statement parsing

Instantly extract and structure data—no manual entry, no errors.

Flexible funder routing

Send deals to your in-house funders or use recommended partners.

Best approval, auto-selected

Top offers are prioritized and ready to pitch—fast and consistent.

Seamless API integration

Connect easily with your existing systems to sync data end-to-end.

Options

Full or partial submission management

Choose how submissions are managed—keep control with partial management or run everything hands-off with full automation.

Partial submission management

Keep submissions within your own network while cutting out manual work.

  • Automated bank statement parsing

  • Smart underwriting with your funding partners

  • Offers and declines delivered directly to your email

Full submission management

Hand off the process end-to-end and let automation drive results.

  • Automated bank statement parsing

  • Smart underwriting with recommended funding partners

  • Best approval auto-selected and posted

  • API integration for seamless sync with your systems

Dashboard

Everything in one dashboard

Track submissions, offers, and deals from a single place. The broker portal keeps every detail organized so you can focus on closing, not chasing paperwork.

Real-time deal tracking

Stay on top of every submission as it moves from intake to funding. The dashboard shows live status updates, matched funders, and pending offers—all in one place.

  • Monitor submissions instantly after merchant intake

  • See which funders matched and why

  • Track offer status without manual follow-ups

  • Get alerts when deals require action