Questions we actually get asked

Independent sales organizations and brokers in merchant cash advance who run deals from intake to funding, place them with funders, and sometimes syndicate them with investors.

No. Scoring and A/B/C tiers are indicative only. Fund, sell and pass are manual calls, they can be changed at any time, and every change is recorded.

Yes. Excluded states, preferred verticals, minimum revenue and other criteria are configured per organization, and deals are scored against your configuration, not a generic one.

Only what you allow. Permissions are per module, and a rep can be limited to the deals assigned to them, with no access to funder threads or commissions.

GoHighLevel today. Deals and contacts are pulled in with your custom fields mapped to the underwriting record. Sending thread history back to the CRM is opt-in, per deal.

Your workspace is connected once. Each deal gets a channel, and each funder submission gets its own, mirroring the email thread. A message written in Slack appears in the platform, and a message written in the platform appears in Slack.

Outbound submissions carry your seller identity, and replies are routed back into the deal thread rather than a personal mailbox.

No. Every record belongs to one organization and every query is scoped to it. There is no cross-organization view, no shared merchant pool and no aggregated dataset built from your deals.

Threads are stored so the platform can display them to the people you authorize inside your own organization. They are not used for anything else.

Merchant details and documents leave your workspace only when you send them to a funder, and every send is recorded in the audit trail with who sent what and when. Credentials and integration tokens are encrypted at rest with AES-256-GCM.

On managed infrastructure in the United States — a Postgres database on Neon, application hosting on Vercel, and deal documents on AWS S3 encrypted at rest.

Your workspace becomes read-only for thirty days so you can export what you need, and the data is deleted afterwards on request.

No, and we will not claim otherwise. We can walk you through exactly how isolation, encryption, permissions and auditing work, and you can judge for yourself.

Fourteen days with no card required. Tell us about your shop through the sign-in form and we set the workspace up for you.

Three plans, billed monthly or yearly — see the pricing section on the home page. Every workspace starts with a 14-day free trial, no card required.