The workspace for MCA brokerages
Bring applications, documents, underwriting, funder submissions, offers, and follow-ups into one workspace—so your team knows what needs attention next.
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Every handoff, in view
From the first document to a prepared submission, see the steps that move a deal forward.
| Step | Start | Duration |
|---|---|---|
| +0 min | 2 min | |
| +2 min | 6 min | |
| +8 min | 17 min | |
| +25 min | 12 min | |
| +37 min | 5 min |
Illustrative workflow and timings. Synthetic records, not measured processing performance.
11 categories
Every part of the deal
5 stages
Application through renewal
3 modes
Control how submissions move
1 workspace
A shared view for your team
Built around the life of a deal
An application becomes a review. A submission becomes a conversation. An offer becomes the next opportunity. Fundlane connects the information and the people behind each handoff.
How it works
Follow the work from first application to the next funding conversation.
Built around your work
Give your team a shared view of the work, the handoffs, and the details that matter.
Review bank-statement analysis alongside the deal. Check extracted information and correct details before using them.
Compare your deal with configured funder criteria. Understand eligibility, restrictions, and information gaps before selecting a destination.
Fit scores explain configured criteria. They do not predict or guarantee approval.
− Term: 6 months
~ Term: 8 months
+ Updated stipulations
+ Revision saved to deal
Keep offer terms, revisions, and outstanding requirements connected to the deal so the team can coordinate the close.
Signature and delivery workflows require the relevant provider setup.
Keep deal records, ownership, and next steps together, from the first application to the next funding conversation.
Bring merchant information and supporting files into the deal, and see what still needs to be collected.
Prepare the package, choose funders, and keep progress and exceptions visible in the same workflow.
Automatic send is not available until an administrator enables it. Delivery depends on configured routes and providers.
Follow up with deal context at hand. Bring email workflows, reminders, and company SMS into the work your team already does.
Email and SMS availability depends on sender setup, provider activation, and company SMS approval.
Ask about accessible deals, prepare a draft, or work with a file without losing the context of your brokerage.
AI tools depend on enabled capabilities and available credits. Existing team permissions still apply.
Bring funding history into your next conversation. Track advances and surface renewal opportunities using your company’s criteria.
Follow commissions and payment records, then explore performance by rep, funder, and lead source.
Financial reporting follows each teammate’s visibility permissions.
Keep ownership clear while giving each teammate access to the records and financial information their role needs.
Connections require appropriate credentials and provider activation.
Keep ownership clear and financial information in the right hands. See the work across your brokerage without losing the details of a single deal.
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A few things to know
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Ask questions about accessible deals, draft communications, research public sources, and work with supported files. Approval-required messages and submissions stay under your control. Tools depend on enabled capabilities and available credits.
Fundlane is built for MCA brokerage owners and their teams. It brings the work of managing applications, underwriting, submissions, offers, and renewals into a shared workspace.
Fundlane includes spreadsheet imports, field mapping, and review tools. Start your trial to review how your current records and document packages fit the import workflow.
Matching compares deal information against configured funder criteria. Rankings explain fit and eligibility, including missing information or restrictions. A fit score is not a prediction or guarantee of approval.
Fundlane supports configurable intake and communication workflows. Availability depends on the provider, credentials, and activation requirements. Follow the setup guides to connect the tools your brokerage uses.
Company roles, deal assignments, and financial visibility controls help you give each teammate the access they need. Set up roles for owners, managers, and reps inside your workspace.
Get Started opens secure Stripe Checkout for a 14-day free trial with a card required. After the trial, the subscription continues unless you cancel; applicable discounts and tax follow your Checkout terms. Verify your identity to enter your CRM, then complete optional business details and setup at your own pace.
Ready to get started
See how Fundlane brings your deal workflow together.
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