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.
Using OCR technology and lender filtration, merchant files can be placed into your submission flow quicker and more efficiently.
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.
API integrations
Streamline lead delivery with funders configured to accept API submissions. When a lender supports API delivery, merchant information can move faster while the team keeps records inside the CRM.
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
- Fewer wasted submissions to the wrong funder.
- Cleaner statement review before underwriting.
- More visibility into broker activity and results.
- One branded workspace for leads, files, and reporting.
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 efficient SubmissionCRM provided me allows me to simply close more deals."
Adrian OlivaManaging Partner / Nole Financial