Brokers + merchants. One secure flow.

For Brokers

Centralize merchant data, streamline submissions, and improve underwriting readiness — all in one secure platform. Spend less time chasing documents and more time winning deals.

Get the app

Dashboard

Active
18
Submitted
12
Approved
7
Conversion
38%
Recent Submissions
Coastal Coffee Co.$250,000In Review
Green Leaf Market$120,000Submitted
Urban Fit Studio$75,000In Review
Good morning,
Alex Broker
Active Submissions
18
+25% vs last 30 days
Recent Activity
Coastal Coffee Co.
Data shared
2h
!
Green Leaf Market
Documents uploaded
1d
Urban Fit Studio
Ready for review
2d

Centralized merchant data

Store, organize, and access all merchant information in one secure place.

Track submissions

Monitor every submission in real time and stay informed at every step.

Cleaner underwriting packages

Complete, accurate data packages help speed up reviews and approvals.

How it works

A simpler workflow for brokers

1

Onboard & Connect

Invite merchants and securely collect their business data and documentation.

2

Manage & Track

Track submissions, communicate with merchants, and monitor readiness.

3

Submit & Close

Send complete packages to lenders with confidence and close deals faster.

Brokers close2.4x faster
85%ready for underwriting
3.6 hrssaved per submission
98%broker satisfaction

Ready to move faster?

Join brokers who are closing more deals with less friction.