Data Analysis
Break down key data points by state, industry, month, default rate, and other filters.
Discover your metrics
Brokerage analytics with one click.
Know where you can fund more by reviewing the key points of your brokerage's data: merchant types, broker performance, submission activity, data source quality, and close rates.
Broker Performance
Use dashboard leaderboards to create healthy competition and visibility between brokers.
Submission Analysis
Analyze submissions to offers and resulting closing percentages for the brokerage and individual brokers.
Daily Reports
Automated daily reminders help evaluate overall brokerage performance at the time you select.
Default Ratio
Monitor lead source quality and understand where risk is coming from.
All Analytics
Access closing percentage data for daily, weekly, monthly, or fiscal-year perspectives.
MCA brokerage reporting
Daily, quarterly, and annual reports.
Swiftly pinpoint areas of improvement and gain actionable insights to take your business to new heights.
OffersTrack quality
DeclinesSpot patterns
Close %Measure output
SourceReview lead quality
Performance visibility
See what each broker, lead source, and lender relationship is producing.
Submission CRM reporting helps management understand the full MCA submission floor: leads received, applications completed, submissions created, offers generated, contracts sent, funded deals, decline reasons, default ratios, and total deal revenue.
Instead of relying on scattered spreadsheets, managers can review the activity that matters most to a brokerage. Daily views help with coaching and urgency. Quarterly and annual reporting helps leadership evaluate lender quality, broker output, close percentages, source performance, and where the team can fund more efficiently.
Broker performance
Compare leads, applications, submissions, offers, contracts, funded deals, and funded revenue by agent.
Submission analysis
Review which files are moving, where they are slowing down, and which lender paths are producing results.
Source quality
Measure lead sources and branded funnels against application completion, offer quality, and funding outcomes.
Management reporting
Use daily, monthly, quarterly, and annual summaries to guide team decisions.