The AI native OS for MCA

The software brokers want to use.

Run the deal

From a name to funded, without leaving the deal.

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Pipeline

Pipeline value$17.2MActive merchants
Funded this month$970K7 funded
Avg advance$187KPer funded deal
Total commissions$92KTotal earned
Funded volume
1W1M6M1YAll
03-08$12.5MToday
Conversion · 6M
3%
8 of 265

Pipeline conversion

Entered
265
Submitted
63
Approved
35
Funded
8
Top reps · 6M
1APAlex Park
$605K
2JCJordan Cole
$406K
3RTRiley Tan
$300K
4CWCasey Webb
$180K
5DRDevon Reyes
$121K
AI underwriting
Drop in the statements. Get graded paper back.
Funder matching
Your own funder list, ranked for this file.
Submit to lenders
One packet out. OnDeck takes it by API.
Offer inbox
Approvals come back by email and land on the deal.
Branded applications
Your logo on it, e-signed, and tracked.
DataMerch built in
Run the check from inside the deal.

The AI

Ask for it. It does it.

FUNDesk AI
Show me Beacon Transport's whole file.
Beacon Transport, trucking, Nashville. B paper, $210k a month in deposits. Two deals: $65,000 funded Aug 7 with Kalamata, one in Renewal. 14 submissions, best offer $94,900. 6 documents, all current.
Who owns it?
Jordan Oakes since March. Elias Ingram is the second rep.
Is this lead a duplicate?
Probably. Summit Wellness Center matches a merchant from Aug 6 on phone and business name, owned by Victor Fletcher.
Keep both.
Kept. I noted the match on both files so nobody works it twice.
Ask anything

An agent that has 177 tools. Ask it to do something and it gets the job done. The sky is the limit.

Agents

Say who to chase and when. It writes every email itself.

You type

“Every Tuesday at a random time, email all my Open Approvals a nudge to take the approval, and stop once a lead replies.”

Spawn agent

It runs

  1. Tue, Sep 89:58 AM · 100 emails, a minute apart
  2. Tue, Sep 151:07 PM · 100 emails, a minute apart
  3. Tue, Sep 2211:41 AM · 100 emails, a minute apart

The first run is a test. Five drafts, nothing sent.

It wrote, one per lead

  • The Meridian approval is still openTo Marcus, Sage DiagnosticsSent
  • Two trucks and one signatureTo Dale, Acme TruckingSent
  • The offer on Metro is readyTo Priya, Metro DentalReplied. Stopped.
  • Quick one on your approvalTo John, Harbor ConstructionHeld, no consent
See what Agents can do

How it works, what it checks before it sends, and what it won't do.

Get paid

The money lives on the deal that made it.

One funded deal, and its renewal

Funded $120,000

Gross commission, 12%$14,400

DAY 180 Ninety days to maturity. The renewal sequence fired on its own, with the merchant 67% paid down and the message already drafted.

How that commission splits

Rep cut, 35%$5,040
Personal service fee$1,500
Net to house$7,860

Each split is attached to the funding record that produced it, so payroll pays from the deal instead of from a spreadsheet somebody keeps in their own folder.

Funding record FND-0412
  • Aug 7FundedFenix Capital, 12% commission$120,000
  • Aug 12Commission receivedReceived, so payroll can run+$14,400
  • Aug 14Rep paidJordan, 35%, on that week's payroll$5,040
  • Day 180Renewal queued67% paid down, message drafted$145,000
If the merchant stops paying
  • Oct 2Merchant stopped payingMarked defaulted on the record
  • Oct 2Commission unwoundThe house number corrects itself-$14,400
  • Oct 9ClawbackNetted from Jordan's next payout$5,040

Pipeline, reps, funders and money read from the same records, live, in Analytics.

Stop running your shop on spreadsheets.

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