Drop a merchant's deal in once. Underwriting Studio reads it, tells you which of your funders will actually buy it, and writes the submission for each one. Stop blasting 20 funders and burning relationships on declines.
From a raw merchant submission to tailored packages in the right funders' inboxes — without reading a single guideline doc.
Drag the application and bank statements in, or forward the submission to your inbox and it runs itself. You get a full read on the file — revenue, positions, red flags — in about a minute.
The deal is matched against every funder's box you've loaded. Get a ranked list — likely to fund, maybe, and don't-bother — so you stop wasting submissions on guaranteed declines.
Fire off a tailored submission to each matched funder in one click from your own Gmail, then track every deal from sent to offer to close — all in one place.
Not a generic AI wrapper. Built specifically for MCA brokers and ISOs shopping real deals to real funders.
Every deal is scored against each funder's box — revenue floors, FICO, position, state, industry. Get a ranked list: likely to fund, maybe, and don't-bother. Stop sending deals that were always going to decline.
Before you shop it, see what funders will love and what they'll pick on — strengths, weaknesses, and the realistic outcome: which paper tiers and states are open, and where you'll get declined.
For every matched funder, we draft the submission the way they want it — the right summary, the right attachments, the right tone. Edit and send, instead of writing the same email twenty times.
Analyze the deal once, submit it to as many funders as you want. You pay per deal you run — never per funder you shop it to.
Fire submissions straight from your own Gmail, so they land in funders' inboxes from your address — no copy-paste, no switching tabs, nothing to set up.
Every deal in one board — which funders have it, who's offered, who's passed, what's still pending. No more chasing threads across your inbox to remember where a deal stands.
Keep every funder's guidelines in one place your whole team works from. Update a box once and every rep matches against the same current rules — no stale PDFs floating around.
True revenue, deposits, ADB, neg days, NSFs, and every open position — pulled from the statements automatically, so you know the file cold before a funder asks.
Reverse consolidations, undisclosed positions, deposit drops, DataMerch hits — surfaced up front, so you don't burn a funder relationship shopping a deal you should've passed on.
Underwriting is about the most sensitive paperwork a business has. We treat your deals that way.
Every file is analyzed on a strict no-training basis. Your deals never train our models or anyone else's — they're used to produce your report and nothing more.
We don't sell, rent, or hand your data to any third party. The only place your files travel is the analysis engine that produces your underwriting report.
Every report, decision, and export belongs to you — not us. Take your data with you anytime, and delete your files whenever you want.
Your files live in a private, company-scoped vault that only your team can reach, encrypted in transit and at rest — fully walled off from every other shop on the platform.
Delete any deal or document whenever you want — and what you remove is gone for good. You decide what stays and for how long.
Runs on SOC 2-compliant cloud providers (Cloudflare and Supabase) with role-based access, so only the right teammates can see each deal — the same backbone enterprises rely on.
A simple monthly base plus a small fee per deal you analyze — then submit it to as many funders as you want, at no extra cost. No deal caps, no per-submission fees. Managed AI included: no separate Anthropic account, no per-token billing to track.
Example: a broker running 100 deals/month on Team pays about $524/mo — and submits each deal to as many funders as they want, at no extra cost. You only pay for deals you actually analyze.
No setup fees. Competitors charge $1,000 just to switch an integration on. Enable any of these on any plan — usage is passed through at cost.
Load your funders, drop in a deal, and see exactly who'll fund it — before you send a single email.
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