Every part of the deal.
Connected.

Pipeline and daily work

Know where every deal stands.

Keep deal records, ownership, and next steps together, from the first application to the next funding conversation.

• Follow applications through pipeline stages
• Assign deals and keep notes with the record
• Find the work that needs your attention

Applications and documents

Give every application a clear starting point.

Bring merchant information and supporting files into the deal, and see what still needs to be collected.

• Collect applications through configurable forms
• Import spreadsheets with field mapping and review
• Organize documents and request missing files

Underwriting

Understand the file before the next handoff.

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

• Review bank-statement analysis
• Correct extracted data with review history
• Check document completeness before moving ahead

Funder matching

See the reasons behind the match.

Compare your deal with configured funder criteria. Understand eligibility, restrictions, and information gaps before selecting a destination.

• Manage funder profiles and criteria
• Compare eligibility and ranked fit
• Review why a funder was included or excluded

Fit scores explain configured criteria. They do not predict or guarantee approval.

Submissions and automation

Send with context. Follow every submission.

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

• Review packages and preflight checks
• Track each destination and submission outcome
• Choose analyze-only, review-first, or automatic-send after an administrator enables it

Automatic send is not available until an administrator enables it. Delivery depends on configured routes and providers.

Offers and closing

Carry the selected offer through to funding.

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

• Compare offers and track revisions
• Manage stipulations and merchant upload requests
• Track contract workflows and record funding

Signature and delivery workflows require the relevant provider setup.

Communication and follow-ups

Keep the next conversation connected.

Follow up with deal context at hand. Bring email workflows, reminders, and company SMS into the work your team already does.

• Use email templates and configured sender connections
• Track replies, reminders, and follow-up work
• Manage company SMS conversations and offer messages

Email and SMS availability depends on sender setup, provider activation, and company SMS approval.

AI assistant

Work through the details with an assistant.

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

• Ask deal questions and draft communications
• Research public sources and work with supported files
• Review approval-required messages and submissions before execution

AI tools depend on enabled capabilities and available credits. Existing team permissions still apply.

Advances and renewals

Keep the relationship moving after funding.

Bring funding history into your next conversation. Track advances and surface renewal opportunities using your company’s criteria.

• Keep advance and funding history together
• Configure renewal eligibility thresholds
• Review and track renewal follow-up actions

Commissions and reporting

Connect deal activity to team performance.

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

• Track commission splits and payment records
• Review rep funnels and team contribution
• Explore funder performance and lead-source returns

Financial reporting follows each teammate’s visibility permissions.

Team and connections

A shared workspace with the right access.

Keep ownership clear while giving each teammate access to the records and financial information their role needs.

• Manage company roles and deal assignments
• Control financial visibility and team access
• Configure supported connections, templates, and API keys

Connections require appropriate credentials and provider activation.