Easy user interface
Simple yet powerful for daily broker use. The workspace keeps the broker flow direct: add the merchant, review the file, match the funder, submit, track offers, and follow the contract through funding.
Why Submission CRM
Take your submissions to the next level.
SubScrub OCR, lender filtration, and built-in lender API submissions move merchant files through your submission flow in seconds — on a platform built entirely in-house, with no third-party services touching your deals.
How it works
Tell Submission CRM which lenders and funders your brokerage works with. The system organizes requirements, representative details, submission channels, and merchant qualification data so the right lender list is easier to find.
OCR technology
SubScrub converts and analyzes bank statements, then imports clean data into Submission CRM. Teams can review deposits, balances, negative days, positions, transaction behavior, and risk signals before a file is sent out.
Lender API submissions
Submit deals to API-enabled funders in seconds instead of building email packages by hand. Every submission is logged in the CRM with the lender, file, and result attached.
Built for MCA submission teams
Protect file integrity while moving faster.
Submission CRM was created for brokerages that need a practical merchant cash advance CRM, not a generic sales tool. The platform keeps MCA-specific objects close together: merchants, broker users, lenders, funders, offers, applications, submissions, contracts, declines, funded deals, PSF forms, and support tickets.
That structure helps a brokerage avoid repeated manual review. A broker can work from the same record as management, operations, and support. Every submission can be tracked with the lender relationship, document status, communication trail, and result.
Why teams choose it
- Deals submitted in seconds through the lender API.
- Fewer wasted submissions to the wrong funder.
- Cleaner statement review before underwriting.
- More visibility into broker activity and results.
- Everything built in-house — no third-party services.
- PSF with ACH and Check21, plus 24/7 support.
Fund more, minimize submissions
Keep focus on accurate placement.
Submission CRM keeps the workflow straightforward so your team can submit accurately, obtain the offers merchants need, and protect the integrity of each file.
"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 Financial