Guides on AI agents, CRM automation, MCA brokerage, and AI automation.
FUNDesk Agents are how you set up outreach now: one sentence, a test run you read first, one email per lead written from that lead's own file, and the same consent checks and daily limits every FUNDesk email goes through.
Run the merchant call inside FUNDesk and get back chapters, decisions, every commitment anyone made, the positions and objections the merchant raised, the stips the rep promised, and a coaching read on how the rep ran it.
One chat on every page that does everything your role can do in FUNDesk: reads the statements on a deal, runs the analysis, pulls DataMerch and funder scorecards, drafts and sends, submits to funders, answers payroll, and shows a confirmation card before anything that writes, sends, or moves money.
Three things shops asked for since July: advance a rep before the lender pays and recover it on the next payout, collect clawbacks the same way, and keep deal info and payroll in sync in both directions.
Row level security forced on every workspace table, SSN and EIN encrypted at rest, an AI that can't enumerate sensitive fields, confirmation cards on anything that writes or sends, consent checked on every email, and a CSV export whenever you want it.
Agents, a rebuilt importer, FUNDesk Meet, 177 chat actions, rep advances and clawback recovery, an underwriting report that checks the paper first, Outlook, CSV export, and a few more. The list, with a post for each.
The order the AI underwriting report works in: whether the statements are complete enough to grade at all, then revenue, balance, NSFs, positions, cash flow and red flags, then a paper grade, a factor band, and an offer recommendation. And what auto-declines a file.
Not one assistant bolted onto a CRM. Underwriting off bank statements, FUNDesk Pilot on every deal, an agent that acts on your pipeline with voice, and the option to run it all from whatever assistant you already use.
How MCA brokers keep following up after the third attempt: recurring drip programs enrolled by pipeline stage, one-shot blasts to a whole stage, and sending paced to protect your domain.
Most CRMs stop at Funded and leave the money in a spreadsheet. How FUNDesk handles rep splits, personal service fees, payment schedules, payouts, payroll, defaults and clawbacks on the deal that created them.
Ranking your own funder list against a file before anything goes out, submitting to the whole list or straight through an API, and getting approvals back parsed onto the deal instead of retyped.
Step-by-step tutorial: generate a skill file, drop it into your AI bot, and your agent manages your MCA CRM. 2-minute setup for merchants, deals, funder submissions, and more.
Generic CRMs fail MCA brokers. FUNDesk is purpose-built for merchant cash advance brokerage with a 13-stage pipeline, Statement Analyzer, funder matching, and Communication Channels.
We tested every major CRM for MCA brokerage compatibility. Deal pipelines, funder management, bank statement analysis, and communication channels: here is which ones actually work for merchant cash advance brokers.
Your spreadsheet cannot underwrite deals, match funders, or track commissions. Learn why migrating to an MCA-specific CRM is the key to scaling your brokerage, plus a step-by-step migration guide.
MCA brokers lose deals every week to missed follow-ups, lost applications, and disorganized pipelines. FUNDesk gives you a 13-stage pipeline, Statement Analyzer, funder matching, and Communication Channels built for merchant cash advance brokerage.
Connect your agent. Get started.