AI assistantAsk about a deal, draft a follow-up, or work with a file

Run your MCA brokerage from application to renewal.

Bring applications, documents, underwriting, funder submissions, offers, and follow-ups into one workspace—so your team knows what needs attention next.

Explore the workflow

14-day free trial through secure Stripe Checkout · card required

Stage: AllOwner: AnyoneSort: Next action

MerchantStageOwnerRequestedNext action

Harbor CoffeeMCA-2100New applicationMKMaya K.$75,000Review bank statements

Cedar Auto RepairMCA-2101Ready to submitJPJordan P.$120,000Choose funders

Summit DentalMCA-2102SubmittedARAlex R.$95,000Follow up on 3 submissions

Northside KitchenMCA-2103OfferJPJordan P.$60,000Compare offer terms

Brooklyn BakeryMCA-2106Missing documentsMKMaya K.$45,000Request a voided check

Bluebird LogisticsMCA-2105FundedARAlex R.$150,000Check renewal eligibility

Harbor CoffeeNew application

Requested: $75,000
Industry: Food service
Time in business: 6 years
Bank statements: 3 of 4 months

Next actionReview bank statements3 months analyzed · 1 month missing

ActivityBank statements uploaded · 2h agoAssigned to Maya K. · YesterdayApplication received · Yesterday

Illustrative data

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

How it works

A CRM built around the life of a deal.

Follow the work from first application to the next funding conversation.

1 · Application

A complete picture starts with the application.

Bring applications, imports, and supporting documents together. See what’s missing before the next handoff.

Next action: review the deal file

Harbor Coffee · ApplicationIllustrative data

Application formReceived

Bank statements · 3 of 4 months1 missing

Driver’s licenseReceived

Voided checkRequested

2 · Review

Understand the deal before you send it.

Review bank-statement analysis, correct extracted details, and compare funder eligibility. Understand the reasons behind a fit score.

Next action: review eligible funders

Harbor Coffee · ReviewIllustrative data

Bank-statement analysisReady to review

Extracted details2 corrections

Funder eligibility3 eligible

Restrictions1 funder excluded

3 · Submit

Keep every submission in view.

Choose funders, review your package, and follow submission progress. Give exceptions and duplicate checks the attention they need.

Next action: follow up on submissions

Harbor Coffee · SubmitIllustrative data

Funder AIn review

Funder DOffer received

Funder EDeclined · reason recorded

Duplicate check1 exception

4 · Offers and funding

Turn the selected offer into a clear closing plan.

Compare terms, track revisions, and collect outstanding requirements. Keep your team aligned through the funding decision.

Next action: review closing requirements

Harbor Coffee · Offers and fundingIllustrative data

Offer from Funder DSelected

Signed contractReceived

Proof of ownershipRequested

Funding callNot scheduled

5 · Renew

The relationship continues after funding.

Record funding, track the advance, and keep renewal opportunities visible. Carry the deal’s history into your next conversation.

Next action: review renewal eligibility

Harbor Coffee · RenewIllustrative data

Funding recordedDone

Advance trackingUp to date

Renewal eligibilityCheck in 60 days

Deal historyCarried forward

Built around your work

Modeled around your deals and funders.

Give your team a shared view of the work, the handoffs, and the details that matter.

Monthly depositsExtracted · review before use

MayJunJulAugSepOct

Avg. deposits: $62,400
NSF days: 0
Negative days: 2

Underwriting

Review bank-statement analysis alongside the deal. Check extracted information and correct details before using them.

Explore underwriting

Funder fit · Harbor Coffee3 of 12 funders

Funder AMeets time-in-business and revenue criteriaEligible

Funder BRequires a 4th month of statementsNeeds info

Funder CIndustry restricted by funder criteriaRestricted

Funder matching

Compare your deal with configured funder criteria. Understand eligibility, restrictions, and information gaps. A fit is not a guarantee of approval.

Explore funder matching

Submissions · Summit DentalPackage ready

Funder ASent 10:42In review

Funder DSent 10:42Offer received

Funder EReason recordedDeclined

1 exception · possible duplicate merchant

Submissions and automation

Prepare the package, choose funders, and keep progress and exceptions visible in the same workflow.

Explore submissions

Offers · Northside Kitchen2 offers

Funder DSelected$60,0001.32 factor · 9 months

Funder A$55,0001.29 factor · 8 months

Signed contract
Proof of ownership
Funding call

Offers and closing

Keep offer terms, revisions, and outstanding requirements connected to the deal so the team can coordinate the close.

Explore offers and closing

Your team

Your team, working from the same page.

Keep ownership clear and financial information in the right hands, without losing the details of a single deal.

RoleFinancials

Owner

Manager

Rep

Role-based access and financial visibility

Give each teammate the records and financial information their role needs.

MKMaya K. moved Harbor Coffee to Review2h ago

JPJordan P. logged an offer for Northside Kitchen4h ago

ARAlex R. followed up on 3 submissionsYesterday

Clear assignments for reps and managers

Every handoff stays in the deal’s history, so ownership is never a guess.

Rep	Funded	Commission
Maya K.	$430,000	$8,600
Jordan P.	$390,000	$7,800
Alex R.	$210,000	$4,200

Team, funder, and lead-source reporting

Follow commissions and payments, then explore performance by rep, funder, and lead source.

Secure by design.

Isolated workspaces
Workspace data is isolated and every configuration change is audited.
Role-based access
Company roles, deal assignments, and financial visibility controls for owners, managers, and reps.
Private documents
Merchant documents stay in private storage, not on public links.

And so much more.

Everything else your brokerage runs on, in the same workspace.

AI assistant

Ask about accessible deals, prepare a draft, or work with a file without losing your brokerage’s context.

Communication and follow-ups

Email workflows, reminders, and company SMS, with the deal’s context at hand.

Applications and imports

Bring merchant information, supporting files, and spreadsheet imports into the deal.

Advances and renewals

Track advances and surface renewal opportunities using your company’s criteria.

Workflow webhooks

Send deal events to the tools your brokerage already uses.

Daily report email

A daily summary of what changed and what needs attention.

A few things to know

Before you get started.

What can the AI assistant help with?

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.

Who is Fundlane for?

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.

Can we bring our existing deals?

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.

How does funder matching work?

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.

Can we connect our application forms and communication tools?

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.

Can I control what my team sees?

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.

What happens when I get started?

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