CRM functionality with full lead tracking designed for merchant cash advances and revenue based advances.
Package up and submit merchant applications to multiple funders at the same time. Track each submission with submission status and notes.
Keep track of each one of your direct funders and how they are closing your deals. Track overall performance and time to closing.
Price out and complete full underwriting for each merchant with several third party integrations and API’s.
Input daily average balances, total deposits, NSF’s, withdraws, ending balance along with credit card processing statements.
Pull FICO and other credit report data from resellers and directly from TransUnion. Other integrations are coming soon.
Pull Decision Logics validation reports directly into the platform along with the ability to refresh those reports at any time.
Package together an advance with multiple documents and submit to several different funders all at the same time.
If you are participating or have brokers participating with you, track each advance and expected fee’s and income per advance.
Service your entire loan portfolio as a direct funder with daily, weekly, or monthly ACH drafts. Full accounting with integration into Quickbooks online.