Changelog

Import CSV or XLSX lead lists, map the columns, skip duplicates, assign and work leads by status, then convert a lead into a merchant, owner and deal in one step.

Business profiles with owners and guarantors. SSNs, EINs, dates of birth and bank numbers are encrypted at rest and shown masked; revealing one is audit-logged.

A board and a table for every deal, with stage history, documents and stips, bank statement figures, existing positions, tasks and a full activity timeline.

Enter each month's deposits, balances, NSFs and negative days and get averages, trends and an affordability check on the deal.

Store every lender's programs and criteria (revenue, time in business, credit, positions, industries, states and more) and see which lenders each deal qualifies for, with the reason for every pass or fail.

Build the submission package once and send it to the lenders you pick from your own email. Track every status and decline reason, and compare offers side by side with the payment math worked out.

Mark a deal funded, record what has been paid in, track expected versus received commissions with splits and clawbacks, and see who is eligible to renew.

Owner, manager, agent, processor and read-only roles; agents see only their own leads and deals unless you open it up. Invite links, custom fields on leads, merchants and deals, and an audit log of every change.

Every screen works in a phone browser. Tap a number to call, tap an email to write. CSV export on every list.