"This is the software our industry needs to safely submit and protect the integrity of our files."
Shane MahabirFounder / Funder IntelTestimonials
Trusted by MCA operators who care about cleaner submissions.
Submission CRM was built to protect file integrity, improve organization, and help brokerages close more deals through a more efficient submission process.
"The organization and efficient SubmissionCRM provided me allows me to simply close more deals."
Adrian OlivaManaging Partner / Nole FinancialTake submissions to the next level
OCR, lender filtration, and API integrations in one brokerage workflow.
Submission CRM uses SubScrub, funder relationship setup, and API-compatible workflows to help brokers submit more accurately and reduce unnecessary submissions.
What clients care about
More organization, stronger file control, and faster MCA submissions.
The strongest feedback around Submission CRM focuses on workflow clarity. Brokerages want to know where a merchant file stands, which funders received it, what offers came back, who is responsible for the next step, and whether the deal was funded, declined, or still waiting on documentation.
That is why the platform combines merchant records, lender filtration, SubScrub bank statement review, e-sign applications, lead management, reporting, chats, calendars, and support tickets. It gives the brokerage a central place to protect file integrity and keep the team moving.
Cleaner submissions
Statement analysis and lender matching help brokers send files to better-fit funders.
Better accountability
Dashboards, activity logs, and broker reporting make daily performance easier to manage.
Faster applications
Submission Sign helps merchants complete applications and attach documents from any device.
Growth-ready funnel
Branded lending pages can collect public applications and route them into the CRM workflow.