FUNDesk Meet: The Call, the Transcript, and a Recap That Lists the Stips

Last updated: September 2026

Most merchant calls end with three people remembering three different versions of what was agreed. The rep remembers the close and the merchant remembers the objection. Nobody remembers the four stips the rep promised to chase. FUNDesk Meet exists so the call is the record.

The call runs inside FUNDesk

You run the merchant call in FUNDesk, with recording and a transcript. When it ends, the recap is written from the whole transcript, and it lands on its own page rather than on the deal record, so the deal stays a deal and the call stays a call.

What the recap pulls out

The recap breaks the call into chapters, one per topic shift, each with a start time and a one line summary, so you can jump to the part where pricing came up. Above that sits a one sentence read on what the call was about and where it landed, and a summary that covers the whole call rather than the first five minutes.

Then the two lists that matter. Decisions are the questions the call settled. Action items are every commitment anyone made, swept from the whole transcript, with who owes it and the timing if it was said. Most commitments happen in the middle of a call and never get repeated at the end, which is why a recap written from the closing minutes misses them.

On a merchant call there's an MCA section: the business name, the amount they asked for, use of funds, time in business, the monthly revenue they claimed, every existing position they mentioned (that's your stacking exposure, so it captures each one), any competing offers, the objections they raised, the stipulations the rep promised to collect, the agreed next step and its date, and a read on the merchant's intent: committed, leaning, stalling, or unknown.

Coaching, on every call

There's also a manager's read of how the host ran it. A short summary of what they were going for and whether they got there. Strengths tied to the moment they happened. Improvements with what happened and what to do instead. Questions that went unasked. Objections the other side raised that nobody resolved before the call ended.

And compliance flags. On a merchant call, guaranteeing approval or funding, or stating a rate or term as certain, gets flagged at high severity. I'd rather a manager see that on a recap than a regulator see it in a complaint.

Talk time, question counts, and speaking ratios are measured from the audio timings and shown next to the notes.

The difference from a note taker

A note taker gives you a summary. Meet gives you the stips the rep promised, the positions the merchant admitted to, and the moment the rep quoted a rate they shouldn't have. Those decide whether the file funds and whether it comes back to bite you.