Dashboard and operations
Everything your MCA brokerage runs, visible from one workspace.
Submission CRM combines merchant records, lender relationships, lead management, PSF workflows, reporting, broker activity, SubScrub logs, support, invoices, and branded lead funnels inside one secure operating system.
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Brokerage command center
Monitor active merchants, funded deals, broker output, applications, submissions, offers, contracts, declines, and revenue.
SubScrub Count13,731
Sidebar modules
Every module from the real CRM workflow
The dashboard screenshot shows the operational surface your team uses daily. These modules are now represented as product capabilities on the marketing site.
Dashboard
High-level brokerage overview with merchants, brokers, lenders, offers, submissions, funding, revenue, and decline activity.
Merchants
Create, manage, and review merchant records, applications, uploaded documents, deal status, and funding history.
Lenders/Funders
Manage lender and funder relationships, rep details, guideline values, and placement rules used by lender filtration.
Lead Management
Track imported leads, incomplete leads, source quality, follow-up activity, and conversion into applications.
PSF Form
Manage professional service fee workflows, including ACH or Check21 collection and merchant signatures.
Users
Create brokers, openers, admins, and role-based teams with permission controls for brokerage operations.
Reporting
Analyze daily, weekly, monthly, quarterly, and annual performance for brokers, submissions, offers, funding, defaults, and sources.
Chats
Keep internal communication connected to brokerage activity and daily workflow.
Export
Export operational data for external review, accounting, reporting, or management analysis.
SubScrub Log
Review bank statement scrub history, extracted values, usage count, and activity generated by SubScrub.
Import Leads
Bring lead lists into the CRM and turn raw lead data into trackable opportunities.
Activity Logs
Monitor user and workflow activity so managers can see who accessed or changed key data.
Calendar
Organize follow-ups, deadlines, onboarding tasks, demos, and broker reminders.
Invoice
Support billing and invoice visibility for brokerage software, PSF, or operational workflows.
Support-Ticket
Create support requests and manage platform help from inside the CRM experience.
Lead funnels
Landing pages like Small Byz Loans, connected to the CRM.
Small Byz Loans shows how a branded public application funnel can capture small business funding leads, qualify applicants, and push structured data into the CRM workflow.
Public funnel capabilities
- Smart lender matching
- 2-minute application flow
- 24-48 hour approval messaging
- Business loan lead capture
- Industry and revenue questions
- Secure application handoff
SubScrub intelligence layer
Automated statement analysis feeds the lender match engine.
SubScrub converts bank statement uploads into practical brokerage intelligence: deposits, balances, negative days, positions, recovery indicators, transaction categories, and fraud/meta-data warnings.
That analysis flows into Submission CRM's lender filtration logic, helping brokers understand which funders fit the merchant before the file goes out.
What brokers can review
- Average gross deposits
- Average daily balance
- Negative days
- Number of positions
- Accounts in recovery
- Potential fraud flags
- Transaction categories
- Qualified lender matches
Platform depth