MCA Lending CRM
Deal-flow CRM built for merchant cash advance: underwriting, sales, and servicing on one lifecycle with automated handoffs and governed pipeline reporting.
Deal-flow CRM built for merchant cash advance: underwriting, sales, and servicing on one lifecycle with automated handoffs and governed pipeline reporting.
Deal-flow CRM built for merchant cash advance: underwriting, sales, and servicing on one lifecycle with automated handoffs and governed pipeline reporting.
Merchant cash advance runs on speed and risk discipline — but the client's underwriting lived in spreadsheets, sales in a generic CRM, and servicing in email. Every funded deal crossed three systems by hand.
- A bespoke lifecycle CRM spanning intake → underwriting → funding → servicing, with automated stage gates and document collection
- Payments and bank-data integration for real-time exposure and repayment visibility
- Governed pipeline and portfolio reporting the leadership team runs Mondays from
What changes when this works.
One deal record from first touch to payoff
Underwriting turnaround measured in hours, not days
Portfolio risk visible daily instead of at month-end
Ask what this would take for you.
Tell us the shape of the problem and you get back a specific scope, timeline and figure — usually within one business day, and before anyone asks you for a call. We will say plainly if your situation is unlike this one.
Talk this through with a practitioner.
The first conversation is about context and fit — nothing more.
Book a Strategy Session →