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From bank statements to submitted deals.

Statements read in seconds, new leads called back while they’re still interested, and every deal sent to the funders that fit.

Three months of bank statements stack up, become one deal summary, and the deal is submitted to three funders.

A woman signing papers at a table covered in documents

Three mca automations

01

What this replaced: Reading three months of bank statements line by line and adding up deposits on a calculator.

Bank statements, summarized in seconds.

Statements arrive by email at all hours. Each one is read, open positions and bounced payments are pulled out, and a summary waits in HubSpot.

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02

What this replaced: Calling new form leads back when someone got a minute, often the next day.

Every new lead called in seconds.

A merchant fills in the form on your site. Their phone rings through Kixie right away, the call and lead are logged in Salesforce, and VanillaSoft queues the follow-up.

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03

What this replaced: Emailing the same package to funders one at a time and comparing offers in a spreadsheet.

One package, five funders, every offer side by side.

The signed application and statements go out together. Offers land in one sheet, so the best one is obvious.

Package

  1. DocuSign: Signed applicationDelgado Tile, signed today
  2. Gmail: 4 months of statementsAttached from the merchant’s email
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What MCA brokers ask us

Does it decide which deals get funded?
No. It reads, summarizes and organizes. Your underwriters make every decision, with the numbers already in front of them.
Can it follow our own funder rules?
Yes. Minimum revenue, positions, industries and anything else you use to match funders are written into it, and it says why a funder was skipped.

Not in MCA? See wholesale, e-commerce, real estate or retail. Or bring your own: we work with businesses in every industry.

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