🏠 Dashboard
📊 All Deals
👥 All Clients
💬 Messages7
Pipeline
🆕 New Deal5
🔍 Scrubbing2
⏳ Underwriting4
❌ Declined
✅ Approved3
📤 Docs Out2
📥 Docs In · Login1
📞 Waiting for Funding Call2
💰 Ready to Fund2
🎯 Funded
Actions
📄 Payoff Generator
🔄 Renewals6
💵 Commissions
Collections
⚖️ At Risk Board6
📋 UCC Tracker
Portal
👤 Customer Requests3
📨 Smart Inbox

Dashboard

Everything that needs your attention today.
$1.24M
Portfolio outstanding
34
Active funded deals
6
At risk / collections
6
Renewal opportunities
Action Required
2 deals cleared for funding
All checks passed. Wire ready.

🚩 Flagged — Needs Your Attention

MerchantTagWhoNote
Fast Freight LLC🔴 URGENTLevi · 3m"3rd bounce. Decision needed."
Brooklyn Bites🟢 Needed in 5Admin · 6m"Broker on hold."
Corner Store Deli🔵 QuestionableContracts · 18m"Court record 2021."
Top Shelf Bar⚫ Weird oneYitzi · 42m"Deposit patterns off."

Recent Activity

✅ Brooklyn Bites — funded $25,0002h ago
⚠️ Fast Freight — NSF detected, SMS sent4h ago
💵 Pay run — 28 ACH payments clearedToday
🔄 Metro Plumbing — renewal eligible (62% paid)Yesterday

New Deal

Every submission. Yes / No / Maybe. That's it.
MerchantRevenueIndustryPositionsDecision
Park Ave Deli
ISO: BrightFund		$28,400/moRestaurant0
Metro Diner
ISO: FastFund		$42,100/moRestaurant1
Sunrise Grill
ISO: Capital Plus		$22,400/moRestaurant0
Bolt Auto Shop
ISO: FastFund		$19,200/moAuto1

Scrubbing

9 checks. True revenue, positions, NSFs, DataMerch, court records, ending dailies.
Harbour View Cafe
BA2031
Clean
East Side Gym
BA2032
3 NSFs

Harbour View Cafe

✓ CLEAN

Underwriting

Clean files only. Calculator outputs the right number.
Harbour View
Levi · 2h
East Side Gym
Yitzi · 4h
Metro Diner
Aron · 2d ⚠
Park Ave Deli
Levi · 1h

Harbour View Cafe

$31,200/mo
True revenue
0 NSFs
NSFs 90d
1 position
Open positions
$4,200
Avg ending bal
RTR
$36,400
Daily
$387/day
Total load
$667/day
Collectability
✓ Strong

Declined

Every file we passed on. Reason logged. Broker notified automatically.
MerchantISORevenueReasonDateStatus
Fast Food ExpressBrightFund$14,200Too many positions (4)Today✓ Notified
Park Ave CleanersCapital Plus$9,800Under minimum revenueYesterday✓ Notified
Night Owl LoungeFastFund$22,000Restricted industry — bar2 days ago✓ Notified
Quick Lube ExpressBrightFund$18,000DataMerch flag — prior default3 days ago✓ Notified

Approved

UW approved. Offer sent or pending broker response.
MerchantAmountFactorHoldbackStatus
Sunrise Grill BA2035$18,0001.3210%Offer sent
Quick Tires Inc BA2018$40,0001.2812%Offer pending
City Cuts Salon BA2022$15,0001.3010%Offer sent

Docs Out

Contract sent. Waiting on merchant signature.
MerchantSentStatus
Harbour View Cafe2h agoAwaiting signature
Sunrise Grill5h agoAwaiting signature

Docs In · Login

Docs signed. Pulling 12-month bank statements. Zeke assigned.
MerchantCall fromBankStatus
Brooklyn Bites LLC(718)ChasePulling statements

Waiting for Funding Call

Call merchant from the right area code. Confirm terms. One click moves to fund.

Brooklyn Bites LLC — BA2025

$25,000
Amount
1.35
Factor
12%
Holdback
(718)
📞 Call from this

Metro Plumbing Co — BA2034

$32,000
Amount
1.38
Factor
10%
Holdback
(347)
📞 Call from this

Ready to Fund

Every check passed. One button. Wire sent, UCC filed, commission held.
✅ All checks passed · Contracts cleared
Brooklyn Bites LLC — BA2025
Amount
$25,000
Factor · HB
1.35 · 12%
RTR
$33,750
ISO Commission
$1,250
✅ All checks passed · Contracts cleared
Metro Plumbing Co — BA2034
Amount
$32,000
Factor · HB
1.38 · 10%
RTR
$44,160
ISO Commission
$1,600

All Funded Deals

Live balances. Every deal. Every payment. Every bounce.
MerchantFundedRTRBalance% PaidBounces
Brooklyn Bites LLC
BA2025 · Marcus Chen		$25,000$33,750$12,69062%0
Metro Plumbing Co
BA2019 · David Kim		$32,000$41,600$9,98476%0
Coastal Auto
BA2011 · James Rivera		$45,000$60,750$49,81518%5
City Cuts Salon
BA2022 · Sarah Park		$15,000$19,500$8,77555%0
Harbour View Cafe
BA2021 · Tony Morales		$28,000$36,400$16,38055%0

Payoff Generator

Was 20 minutes. Now 10 seconds.
MerchantFundedRTRBalance
Brooklyn Bites$25,000$33,750$12,690
Metro Plumbing$32,000$41,600$9,984
Coastal Auto$45,000$60,750$49,815
City Cuts Salon$15,000$19,500$8,775

← Select a deal

Renewals

Auto-flagged at 50%+ paid. Amount calculated. One button sends the offer.

Metro Plumbing Co 76% paid

Eligible
$38,000

City Cuts Salon 55% paid

Eligible
$18,000

Harbour View Cafe 55% paid

Eligible
$35,000

Brooklyn Bites LLC 62% paid

Eligible
$30,000

ISO Commissions

10-day hold. NSF watch. Auto-release when clean.
DealISOCommissionFundedReleaseStatus
Brooklyn BitesBrightFund$1,250TodayMar 31Holding
Metro PlumbingFastFund ISO$1,600TodayApr 2Holding
City Cuts SalonCapital Plus$750Mar 14Mar 24Released ✓
Fast FreightBrightFund$1,400Mar 18—NSF — Held

At Risk Board

6-stage escalation. Every contact logged. Auto-triggers on each bounce.
MerchantBalanceBouncesStageLast contactAction
Fast Freight LLC
BA2020		$18,20011st BounceNo attempt
Top Shelf Bar
BA2017		$20,0008Pre-LegalYesterday 3pm
Coastal Auto
BA2011		$49,8155EscalationToday 9am

UCC Tracker

Auto-filed at funding via NCS Credit.
MerchantFiledExpiresDays leftStatus
Brooklyn Bites3/15/253/15/301,818dCurrent
Top Shelf Bar9/02/249/02/291,258dEscalation
Coastal Auto1/10/241/10/291,024dPre-Legal

Customer Requests

Merchants submit here. Auto-routed. No calls needed.
Brooklyn Bites — Additional Funding
RTR remaining: $12,690 · Max eligible ~$30K
Metro Plumbing — Payoff Request
Balance: $9,984 · Letter ready
Top Shelf Bar — Settlement Inquiry
Outstanding: $20,000

All Clients

Every merchant ever funded. Full history. Click any row.
MerchantDealsTotal fundedLast fundedPerformanceStatus
Brooklyn Bites LLC
Marcus Chen · Restaurant		2$50,000Mar 2025CleanActive
Metro Plumbing Co
David Kim · Plumbing		3$95,000Jan 2025StrongActive
Coastal Auto
James Rivera · Auto		1$45,000Jan 20245 bouncesCollections
City Cuts Salon
Sarah Park · Salon		2$30,000Aug 2024CleanActive
Top Shelf Bar
Mike Torres · Bar		1$35,000Sep 2024DelinquentPre-Legal

Messages

All flags and unread messages. Nothing missed.
🚩 Flagged
🔴 URGENT Fast Freight LLC
Levi · 3 min · "3rd bounce. Decision needed."
🟢 Needed in 5 Brooklyn Bites
Admin · 6 min · "Broker on hold."
🔵 Questionable Corner Store Deli
Contracts · 18 min · "Court record 2021."
💬 Unread
Metro Plumbing · Broker
"Client wants additional funding."
City Cuts Salon · Merchant SMS
"When is my next payment?"

Smart Inbox

Every inbound message routed automatically. Zero manual sorting.
One number. Every contact. Zero manual sorting.
System identifies, reads, routes instantly.
(718) 555-0100
The one number
StatusFromMessageRouted toTime
AUTO ✓Brooklyn Bites"what's my balance"Balance texted back instantly2m ago
AUTO ✓ISO: BrightFund"new deal coming"Submission form sent14m ago
AUTO ✓Fast Freight"missed payment sorry"Collections · logged31m ago
AUTO ✓Metro Plumbing"payoff"Payoff letter generated + sent1h ago
🏠 Deal Queue4
✅ Completed Today
🎚 Calculator

Deal Queue

Pre-scrubbed only. Revenue verified. One decision per file.

Harbour View Cafe — BA2031 Clean scrub

$31,200/mo
True revenue
1
Positions
0
NSFs 90d
$4,200
Avg ending bal

East Side Gym — BA2032 3 NSFs

⚠ 3 NSFs in 90 days, 2 positions. Review carefully.
$18,400/mo
True revenue
2
Positions
3
NSFs 90d
$890
Avg ending bal

Completed Today

MerchantDecisionTermsTime
Brooklyn Bites✅ Approved$25,000 at 1.359:41am
Fast Food Express❌ DeclinedToo many positions11:02am

Calculator

Inputs

Recommended
$28,000
Factor 1.35 · RTR $37,800 · $387/day
✓ Collectability: Strong
🏠 My Queue3
🔄 Reversal Files2

My Queue

Complex files and reverses. Take your time. Get it right.

Top Shelf Bar — BA2017 — REVERSE FILE Reverse

⚠️ Prior funder reversed this deal. Review all statements carefully.

Metro Diner — BA2034 3 positions

$42,100/mo
Revenue
3
Positions
$940/day
Daily load
Seasonal
Revenue type

Reversal Files

Prior funder reversed. Handle with extra care.
Top Shelf Bar
Reversed by Funder X · Full re-review required
Park Ave Printing
Reversed · Disputed amount · Awaiting docs
🏠 New Files2
🔐 Login Tasks3

New Files

Straightforward submissions. Review and decide.

Sunrise Grill — BA2035 First time

$22,400/mo
Revenue
0
Positions
0
NSFs
3 yrs
TIB

Login Tasks

Docs signed. Call from right area code. Pull 12 months. Upload. Done.

Brooklyn Bites LLC — BA2025

Call merchant from
(718)
Matches their local area
Marcus Chen · (718) 555-0192 · Chase Business
🏠 My Tasks8
🆕 New Submissions5
📤 Offers to Send3

My Tasks

Everything that needs action today.
Gate decision — Park Ave Deli
Revenue $28K · 0 positions
Offer not sent — Quick Tires Inc
Approved 8h ago · Broker waiting
Confirm docs — Harbour View
Contract ready · Review before sending
Stips needed — City Cuts Salon
Broker hasn't sent DL + voided check

New Submissions

Gate decision only — Yes, No, or Maybe.
MerchantRevenuePositionsRiskDecision
Park Ave Deli$28,4000Clean
Bolt Auto Shop$19,2001Review

Offers to Send

Approved by UW. Send from deals@.
Sunrise Grill · $18,000 at 1.32
Aron · 5h · BrightFund
Quick Tires · $40,000 at 1.28
Levi · 8h · FastFund ISO
🏠 Background Checks2

Background Checks

6 checks. All 6 clear. Funding button unlocks automatically.

Brooklyn Bites LLC — BA2025  4 of 6 complete

✓ Secretary of State
Clear
✓ CLO Search
Clear
✓ Thomson Reuters CLEAR
Clear
✓ DataMerch
Clear
○ TLO / TransUnion
Pending
○ Court Records
Pending
2 checks remaining before funding unlocks
🏠 Login Tasks3

Login Tasks

Docs signed. Call from right area code. Pull 12 months. Upload. Done.

Brooklyn Bites LLC — BA2025

Call merchant from
(718)
Matches their local area
Marcus Chen · (718) 555-0192 · Chase

Metro Plumbing Co — BA2034

Call merchant from
(347)
Matches their local area
David Kim · (347) 555-0841 · Bank of America
🏠 Active Cases6
⚖️ Legal Stage2

Active Cases

Every delinquent deal. Log every contact. Every outcome.
MerchantBalanceBouncesStageLast contactAction
Fast Freight LLC
BA2020		$18,20011st BounceNo attempt
Top Shelf Bar
BA2017		$20,0008Pre-LegalYesterday 3pm
Coastal Auto
BA2011		$49,8155EscalationToday 9am

Legal Stage

Attorney assigned. Full package ready. Every contact documented.

Coastal Auto — BA2011

Attorney: Cohen & Associates · Assigned 3 days ago
$49,815
Balance
14
Contact attempts
3
AR notices sent
✓
UCC filed

Top Shelf Bar — BA2017

8 bounces · No resolution in 45 days
$20,000
Balance
9
Contact attempts
2
AR notices sent
✓
UCC filed