01
Pipe-in of complete files
Submissions from the portal land in your CRM automatically — statements, answers, and all.
04 · Pipeline
Files belong in the pipeline, not a pile.
Once applications start arriving, a shared inbox becomes the failure. We pipe complete files into the CRM you already run — or help you pick one if you do not have a desk you trust.
What lands on your desk
The deliverables, by name.
02
Field mapping to your stages
The file arrives shaped for your pipeline, not as a blob your team has to re-type.
03
The batch tag travels
Every record carries its lead-batch attribution, so you know which file produced which deal.
04
Help picking a desk
No CRM you trust yet? We help you choose one that fits an MCA pipeline. We do not sell one.
How it runs
Three steps, start to file.
- 1
A complete file arrives
The portal produces an application with statements attached.
- 2
It lands in your pipeline
Mapped into the CRM your team already runs, tagged to its batch.
- 3
Your team works deals
Underwriting starts from the pipeline — not from digging through a shared inbox.
Who owns what
The fine print, printed large.
Yours, in writing
- Your CRM, your data — we pipe in, we do not hold your pipeline
- Cold volume never leaves the mailbox you use to talk to real merchants
- The sending desk and the CRM stay separate jobs, on purpose
Costs you pay directly
- Your existing CRM subscription — nothing added by the desk
Choose from Launch, Growth, Accelerate, and Dominance — flat monthly plans with no per-file fees.
Asked at this desk
Before you send a file.
That is the best case. We map completed applications into the pipeline your team already runs, tagged to their batch. Nobody re-types a file.
Everything else lives on the FAQ page.
Ready to send
Bring the list. We handle the sending.
Inbox placement is seed-tested to major providers. If it drops below 90% after you are at full speed, those days are credited. How the promise works