Guides on AI agents, CRM automation, MCA brokerage, and AI automation.
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.