For ISOs and brokers
Underwriting, funder placement and syndication — one pipeline.
MyDeskiso runs the whole deal, from CRM intake to funded and syndicated — with merchant data kept confidential, permissions you control, and an audit trail on every action.
No card required to start the trial.
Sunrise Nail Studio
FL · requested $85,000
Delgado Janitorial
GA · requested $120,000
Northline Freight
OH · requested $60,000
What MyDeskiso does
One place for the work an ISO actually does
Deal processing, simplified
Pull deals in from your CRM, score them against your own ICP the moment they land, and read an indicative A/B/C tier before you open a single bank statement.
Every decision in one place
Fund, sell or pass — the call is always yours, always reversible, and always recorded with who made it and when. No more decisions buried in a mailbox.
Funder placement and centralized email
Match a deal against each funder's buy box, submit to several at once with an exclusivity guard, and keep every funder reply in one thread instead of five inboxes.
Internal chat, wired to Slack both ways
Discuss a deal inside the platform or from Slack — messages flow in both directions, so nobody has to choose where the conversation happens.
Funded deals and syndication
Track what you funded, allocate to investors within their available capital, split repayments and generate commissions from the same record.
Pricing
Simple plans, 14-day free trial
No card required to start. Change or cancel any time.
Starter
$149/mo
Up to 3 users
- Deal pipeline & ICP scoring
- Funder placement & centralized email
- Up to 3 users
Growth
$299/mo
Up to 10 users
- Everything in Starter
- Slack two-way chat
- CRM (GoHighLevel) integration
- Up to 10 users
Scale
$599/mo
Unlimited users
- Everything in Growth
- Syndication & investor allocations
- Document API access
- Unlimited users
Security & confidentiality
Merchant cash advance data is sensitive. We treat it that way.
Bank statements, tax IDs, funder terms and commissions all live in one place — so confidentiality is a feature of the product, not a paragraph in a contract. Here is exactly what that means, with no marketing shortcuts.
Your data stays yours
- Every tenant is isolated: your merchants, funders and investors are scoped to your organization and never queried across organizations.
- Sensitive fields such as CRM credentials and Slack tokens are encrypted at rest with AES-256-GCM.
- Real-time notifications carry a bare identifier — never a message body, never merchant details.
- Dossier PDFs are digitally signed, so any edit is detectable, and shared through expiring links.
Access control and accountability
- Role presets with per-module permissions: a rep sees only assigned deals, never funder threads or commissions.
- Multi-factor authentication with TOTP, argon2id password hashing, and lockout after repeated failures.
- An append-only audit trail on every mutation, recording both the acting and the real identity during impersonation.
- Per-organization API keys for document endpoints, stored hashed and shown once.
Works with your stack
Integrations
GoHighLevel
Deals and contacts flow in from your CRM, with custom fields mapped to the underwriting record. Thread sync back to the CRM is opt-in, per deal.
Slack
A channel per deal and per funder submission, mirroring the email thread. Messages written in Slack land in the platform, and the other way around.
Funder submissions go out under your seller identity, and replies come back into the deal thread instead of a personal mailbox.
Try MyDeskiso for 14 days
Tell us about your shop and we will set your workspace up.