CRMFinity is the only CRM purpose-built for MCA funders and ISO brokers — covering every stage from lead capture to renewals, with automated underwriting, bank statement analysis, and a self-service ISO portal.
Generic CRMs force MCA teams to hack together workflows, spreadsheets, and workarounds. CRMFinity was engineered from the ground up for alternative lenders — with built-in MCA-specific deal stages, ISO commission tracking, bank statement parsing, and a full underwriting module out of the box.
Whether you're a direct funder processing hundreds of deals per month or an ISO brokering across multiple funders, CRMFinity centralizes your entire operation into a single, intelligent platform.
Six core modules that cover every stage of the merchant cash advance lifecycle — from first contact to renewal management.
Capture leads from any source — web forms, ISOs, brokers, or manual entry. Visualize your entire deal pipeline with Kanban-style boards segmented by funding stage. Assign, track, and prioritize deals in real time with automated lead routing rules.
Learn MoreEliminate manual underwriting bottlenecks. CRMFinity automates scoring checklists, credit pulls, and risk assessments. Configurable underwriting rules let you define approval criteria and auto-advance or flag deals based on scoring thresholds.
Learn MoreUpload bank statements directly into CRMFinity and let the AI-powered analysis engine parse cash flow, average daily balances, NSF frequency, and revenue trends. Get instant underwriting insights without manual spreadsheet work.
Learn MoreGive your ISO network a branded self-service portal where they can submit deals, track submission status, view commission statements, and upload required documents — without calling your team. Reduce back-and-forth and onboard ISOs faster.
Learn MoreSend automated document requests to merchants via SMS or email with secure upload portals. Built-in e-signature capability means contracts, agreements, and stipulations can be signed digitally — no third-party tool required.
Learn MoreAutomatically identify merchants eligible for renewal based on payback percentage thresholds. Manage deal syndication across multiple funders with split tracking, participation percentages, and investor reporting — all in one place.
Learn MoreBuilt by people who understand the MCA industry — not a repurposed sales CRM bolted onto finance workflows.
No customization required. Every field, stage, and module is designed for the MCA workflow — factor rates, positions, RTR, PSF, and all the terminology your team already uses.
Automated underwriting, instant bank analysis, and digital document collection compress your deal cycle from weeks to days. Fund more merchants without hiring more staff.
Every action on every deal is time-stamped and logged. From first contact to funding to renewal — CRMFinity maintains an immutable audit trail so you're always prepared for scrutiny or dispute resolution.
Empower your ISO network to submit and track their own deals without constant email chains. The branded ISO portal improves partner satisfaction and lets your team focus on underwriting — not answering status questions.
CRMFinity guides your team through a structured, automated workflow so no deal falls through the cracks.
Inbound lead arrives via web form, ISO submission, or manual entry. Automatically routed to the right rep with all contact and business data captured.
AI parses bank statements instantly. Document requests are sent automatically. The underwriting checklist guides your team through every required step.
Decision-makers approve deals within CRMFinity. Contract is generated and sent for e-signature. Funding is confirmed and the deal is marked funded with all terms recorded.
CRMFinity monitors payback progress and automatically alerts your team when a merchant is eligible for renewal. Capture lifetime value without manual tracking.
CRMFinity serves the entire MCA and alternative lending ecosystem — from direct funders to ISO brokers to fintech platforms.
Direct MCA funders use CRMFinity to manage their full deal pipeline in-house — from lead intake through underwriting, approval, funding, and renewal. With automated workflows and bank statement analysis, funders can process more deals with the same team.
Get StartedIndependent Sales Organizations use the CRMFinity ISO portal to submit deals to multiple funders, track deal status in real time, manage their merchant relationships, and view commission statements — all from a single login.
Get StartedFintech platforms and online alternative lenders integrate CRMFinity via API to power their back-office operations — connecting borrower applications, credit decisioning, and portfolio management into a seamless tech stack.
Get StartedJoin MCA funders and ISOs who rely on CRMFinity to run their entire operation — from first lead to funded deal to renewal. Request your personalized demo today.