Dashboard Workspace
Merchants, brokers, lenders, leads, offers, submissions, funded deals, revenue, and declines in one command center — your whole floor knows exactly where every deal stands.
View platformThe broker CRM — click and submit
Submit deals to lenders in seconds, not hours.
Submission CRM is the broker CRM built for the MCA submission floor: lender matching, SubScrub automated bank statement analysis, lender API submissions, PSF with ACH and Check21, reporting, and secure cloud storage — all built in-house, with no third-party services ever touching your deals.
Lender API — submit in seconds
100% built in-house
24/7 support
Submission match96%Ready to funders
Brokerage activity+31%Week over week
SecondsDeal submission via lender API
100%Built in-house — no third parties
PSFACH and Check21 payments
24/7Support that actually answers
Everything a brokerage needs
One platform for your entire submission floor.
Stop juggling spreadsheets, statement parsers, e-sign tools, and email threads. Submission CRM puts the whole deal lifecycle — from lead to funded — in one workspace your brokers will actually use.
SubScrub Statement Analysis
Our in-house engine scrubs bank statements automatically — deposits, balances, negative days, and positions extracted in moments, with risk flagged before you submit.
Learn moreLender Matching
Match every file against your lenders’ real guidelines, rep details, and submission preferences — so you stop burning lender relationships with bad-fit submissions.
See matchingData Analytics
Broker performance, submission-to-offer rates, declines, and close rates in real time — know who is producing and where deals stall.
View reportingSubmission Sign
Send applications, collect documents, and capture e-signatures from any device — merchants finish in minutes, not days.
See E-SignLead Funnels
Branded landing pages capture funding applications around the clock and route qualified leads straight into your pipeline.
See funnelsCloud Storage
Every statement, contract, and document stored on our own secure cloud — with access controls and backups your brokerage manages.
Security detailsHow it works
From lead to funded deal in four clean steps.
Submission CRM keeps the broker workflow simple so your team spends less time on file prep and more time closing.
Capture the lead
Leads arrive from branded funnels, uploads, or manual entry and land in one organized pipeline.
Analyze the file
SubScrub reviews bank statements, extracts deposits and balances, and flags risk before submission.
Match and submit
Lender filtration finds the right funders for the file, and the built-in lender API submits the deal in seconds — not hours of emailing.
Track and fund
Offers, declines, contracts, and funded deals stay visible with reporting your managers can act on.
Made for brokers first
Click, filter, submit, track, fund.
Brokers get the shortest possible path from merchant to submission. Managers get the reporting, accountability, and pipeline visibility they need to scale the floor. Nobody fights the software.
No third parties. Period.
Everything is built in-house — so your deals never leave your CRM.
Most CRMs stitch together outside statement parsers, e-sign vendors, and payment processors — and every one of them is another company touching your merchant files and lender relationships. We built it all ourselves: SubScrub statement analysis, Submission Sign e-sign, the PSF payment system with ACH and Check21, lender API submissions, reporting, and cloud storage. Your deal flow stays inside one system your brokerage controls.
Your data stays yours
No third-party services means no outside company ever sees your merchant files, lender lists, statements, or deal flow.
Lender API built in
Submit deals to API-enabled funders in seconds, with every submission tracked inside the CRM — no copy-paste, no email chains.
PSF, ACH & Check21
Collect professional service fees through our own payment workflow — ACH and Check21 handled natively, not through another vendor.
One vendor, one login
One subscription replaces your statement parser, e-sign tool, document storage, and reporting stack — backed by 24/7 support.
What operators say
Trusted by MCA professionals who care about clean submissions.
"This is the software our industry needs to safely submit and protect the integrity of our files."
Shane MahabirFounder / Funder Intel"The organization and efficiency Submission CRM provided me allows me to simply close more deals."
Adrian OlivaManaging Partner / Nole FinancialReady for a faster submission floor?