The operating system
for MCA brokerages,
built by someone
who ran one.
Lead management, underwriting, marketing, lead enrichment, integrations, and reporting that speak the language of the floor. You buy the infrastructure once and own it outright inside your own Salesforce org.
Three commitments. One system.
Your Salesforce org
Everything runs inside a Salesforce org you own. No middleware, no third-party database, no vendor gate on your data.
The operator's workflow
Submissions, stips, offers, funding, and reworks — modeled the way a floor actually works, not the way a generic CRM assumes.
Flat monthly, sharp forever
Buy the infrastructure once. Pay a flat monthly fee for the ongoing engineering that keeps it sharp against lender changes and workflow drift.
The four ways brokerages stall.
We ran into every one of these before we built the system that removes them.
Deals live in spreadsheets
Submissions get retyped three times. Stips slip. Renewals go dark. Nobody trusts the numbers by Friday.
Leads sit in a rep's inbox
No system forces the next call, the next stip, the next lender. Reworking leads is optional — so it doesn't happen.
Generic CRMs don't speak MCA
Objects are wrong. Stages are wrong. Every quarter another consultant reshapes a Salesforce install that still doesn't fit the floor.
You're renting your stack
Per-seat pricing scales against you. The vendor owns the roadmap. Your data lives in someone else's org.
Six workflow areas. All native.
Every module ships as Salesforce metadata inside your org. Deploy it, extend it, keep it — no black box.
Lead management
Every submission, stip, and rework tracked to the deal and the rep who owns it.
Underwriting
Default checks, bank statement review, and lender fit in one screen.
Marketing
Sequences that start and stop from real deal activity, not calendars.
Lead enrichment
Firmographic and cash-flow signal pulled in before the first dial.
Integrations
Lenders, phone, e-sign, and banking data wired to your org.
Reporting
CEO, floor manager, and rep views built on Salesforce — no exports.
"We built this because we needed it. The floor didn't have time for another generic CRM and another six-month consultant engagement."
Read the story →See it in your Salesforce org.
Thirty minutes with the operator who built it. No slides, no sales script — the live system, in an org that looks like yours.
Book a build call →