Team management
Scale the team that grows revenue.
Give brokers, underwriters, and operators the right access inside one MCA workflow so your team can process more submissions, remove overhead, and stay focused on growth.
Teams
Organize the people moving your deals.
Create teams around the way your MCA business actually works. Keep brokers, underwriters, operators, and managers aligned inside one workflow so more submissions can move without adding confusion.
- Team structure.
- Create teams for sales, underwriting, operations, leadership, or any workflow your business needs.
- Role-based work.
- Give each team the access they need so people can move deals forward without seeing or changing the wrong things.
- More deal capacity.
- Let more people work more submissions at the same time while keeping ownership, visibility, and control in place.
Users
Scale access without losing control.
Invite team members, manage roles, and keep every user connected to the right part of your MCA workflow. As your team grows, user management keeps access organized and your operation easier to control.
- User invitations.
- Invite brokers, underwriters, operators, and managers into the platform with the right access from the start.
- Access control.
- Manage user permissions so each person can focus on the work they are responsible for.
- Operational visibility.
- Keep track of who has access, where they belong, and how your team is structured as deal flow grows.
Products
More tools to help MCA teams scale.
Explore products that help your team intake submissions, parse statements, review files, match funders, submit deals, track activity, analyze performance, and keep more people working inside one organized 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.
- 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.