Follow each MCA file from intake through review, matching, submission, and funding activity so nothing disappears from view.
See who created, updated, reviewed, or submitted files so managers can understand activity across the team.
Track which funders received each deal and keep submission activity tied to the file for easier follow-up.
Understand whether files are new, processing, matched, submitted, waiting, won, or lost so teams know what needs attention.
Keep a clearer record of deal actions and workflow changes so your operation stays organized as volume grows.
Give leadership and managers a better view of team activity, deal progress, and operational bottlenecks across the workflow.
Review applications, bank statements, and deal data against funder criteria so you can understand which files are most likely to fund.
Parse bank statements into structured cash-flow data in seconds, reducing manual review and giving your team cleaner numbers to work with.
Manage applications, statements, deals, matching results, submissions, and team activity from one central workspace.
Manage funder criteria, ISO relationships, submission preferences, and the underwriting logic used to match deals.
Create organizations, invite team members, assign roles, and control who can access each part of the dashboard.
Submit matched deals directly to selected funders with the application and bank statements attached, then keep the workflow traceable.
Understand deal performance, funder fit, submission activity, and workflow bottlenecks with clearer operational insights.
Export parsed data, deal information, and workflow outputs so your team can send clean data wherever it needs to go.
Connect your existing systems, workflows, and data sources with tailored integrations built around how your team operates.