The Platform
Enterprise CRM infrastructure. Configured from the ground up for MCA.
Seven modules. One system. Every part designed by people who have closed deals, managed reps, and built the back office.
SEC / 01
Full MCA Pipeline
Your entire deal flow in one place. From the moment a lead comes in to the day a deal funds — every stage tracked, every date stamped, every rep accountable.
- 01Lead management with automatic stage tracking
- 02Conversion requirements that enforce data quality before a lead becomes a deal
- 03Opportunity pipeline with stage-by-stage visibility
- 04Automatic date stamping on every pipeline movement
- 05Validation rules that prevent deals from moving forward without the right information
- 06Role-based access — Reps see their deals, Managers see their team, Executives see everything
SEC / 02
Custom MCA Objects
Built for how your business actually works — not adapted from a generic sales template.
- 01Lender management — store, track, and score every lender relationship
- 02Submissions — submit to multiple lenders from one screen, track status per lender
- 03Offers — compare offers side by side, select the winner, move to funding in one click
- 04Funding records — funded amount, factor rate, term, payback, payment schedule — all in one place
SEC / 03
Commission Tracking
No more spreadsheets. No more end-of-month surprises.
- 01Rep split and house split calculated automatically on every funded deal
- 02Commission paid status with date stamping
- 03Manager and executive visibility into what's been paid and what's outstanding
- 04Renewal pipeline — automatically flags funded deals eligible for renewal so you never leave money on the table
SEC / 04
Automation & Workflows
The system works even when your reps don't.
- 01SMS marketing sequences — automated follow-up that starts when a lead comes in and stops the moment they reply
- 02Email marketing — cold outreach and nurture campaigns running in the background
- 03Stage-triggered automations — deal activity drives the next action automatically
- 04Scheduled re-engagement — leads that go cold get automatically re-enrolled in outreach sequences
SEC / 05
Screening & Underwriting Tools
Everything you need to qualify a deal before you submit it.
- 01Default history screening — know before you submit
- 02Credit pull integration — score, payment history, utilization, and real estate ownership
- 03Bank statement parsing — average daily balance, monthly deposit count, NSF analysis, negative days
- 04Results stored directly on the deal record — no switching between systems
SEC / 06
Reporting & Dashboards
Built for three audiences — because what a rep needs to see and what a CEO needs to see are completely different.
- 01Executive dashboard — full org performance, revenue by rep, pipeline by stage, lead source ROI
- 02Manager dashboard — team pipeline, stalled deals, days in stage, rep comparison
- 03Rep dashboard — personal pipeline, commission status, funded history, quota tracking
- 04Live gamification leaderboard — daily, weekly, and monthly rep competition pulled from live deal data
cowford-crm / pipelineLIVE
LEADS
124
QUALIFIED
47
SUBMITTED
31
OFFERS
18
FUNDED
9
FUNDED MTD
$2.4M
AVG FACTOR
1.38
AVG TERM
9.2 mo
WEEKLY FUNDING VOLUME
last 12 weeks
MerchantStageRepFactorAmount
Atlas LogisticsOffersM. Reyes1.34$185,000
Northbay AutoSubmittedD. Cole1.42$92,500
Vega RestaurantsFundedJ. Park1.39$240,000
SEC / 07
Add-On Integrations
The Cowford CRM connects with the tools your team already uses.
- 01E-signature — works with your existing tool
- 02Dialer — integrates with your existing dialer
- 03All integrations configured during onboarding — no technical knowledge required from your team