Your Shop Desk
Business Loans and MCA · Custom Shop Desk CRM

A Custom CRM for Business Lenders and MCA Brokers

For brokers and funders moving merchant deals from application to funded. Yours would get statements in fast, keep every offer on the deal it belongs to and show who is ready for a renewal.

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A Shop Desk set up the way a business loans and mca business would run it
A Shop Desk set up the way a business loans and mca business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Business Loans and MCA Words

Every funding deal moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Application
  3. 03Statements In
  4. 04Submitted
  5. 05Offers Back
  6. 06Contracts Out
  7. 07Funded

A funding deal on your desk hangs off the merchant.

So the card asks for what you actually need, and nothing a business loans and mca business would never fill in.

  • Monthly deposits
  • Time in business
  • Amount requested
  • Bank statements received
  • Open positions
  • ISO or referral partner
Where it leaks

Where Business Loans and MCA Businesses Lose Work

Deals Stuck Waiting on Statements

The merchant said they would send three months of statements tonight. Two days later nobody has asked again, and another broker funded them.

Offers Nobody Presents in Time

Offers come back from several funders and sit in an inbox. By the time the merchant hears, they took a worse deal from someone faster.

Renewals Missed

A merchant has paid down enough to qualify for more. If you don't call, their funder or a new broker will.

What we would build

Fitted to How You Already Work

  • Statements From the Merchant's Phone

    The merchant gets a page to upload statements and the signed app. The deal moves to Statements In the moment they land.

  • An Offer Board per Deal

    Every offer sits on its deal with amount, term and factor rate. You see the best one at a glance and send it to the merchant to sign.

  • Renewal Watch

    Funded deals carry a paydown check date. The desk lines up who is ready for a renewal conversation.

  • ISO Partner Tracking

    Every deal shows which ISO or referral partner sent it. You see who sends deals that fund and who sends tire kickers.

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Questions

What Business Loans and MCA Owners Ask

Can merchants upload bank statements without emailing them?
Yes. They get their own page and upload from their phone. The statements stay on the deal where your team can see them.
Can I track which ISO sent each deal?
Yes. Each deal carries its source. You can see funded deals and volume by partner.
Who can see a merchant's bank statements?
You decide. We set up access by role with you, along with consent and opt outs. An outside partner can see deal status without seeing the statements.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Business Loans and MCA Business Runs

We will tell you honestly what a desk fitted to it would take.

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