Financial Services & MCA
Complete files. Faster decisions. Zero chasing.
Deals stall when files are incomplete. Your team spends hours requesting bank statements, checking what's missing and copying updates between systems.
Sound familiar?
The work that quietly eats your week.
Manual tasks
- Requesting statements and IDs from merchants
- Checking applications for missing pages
- Copying deal status between CRM and email
Expensive mistakes
- Submitting incomplete files to funders
- Missed follow-ups on hot deals
- Outdated deal status shared with brokers
Operational challenges
- High volume of incoming applications
- Documents arrive in pieces across channels
- Speed decides who wins the deal
Example automations
Watch it happen.
Three examples of what we could build for financial services & mca. Names and numbers are fictional.
Example 01 · Document collection
Documents collected while you sleep.
Merchants get a friendly text with a secure upload link. Reminders follow automatically until every document is in.
- 1Application received
- 2Upload link texted
- 3Merchant replies
- 4Upload confirmed
- 5File marked complete
Funding Desk
Example 02 · Missing document check
Know what's missing in seconds.
Every application is checked against your requirements. Missing or outdated items are flagged and a request goes out automatically.
- 1Application uploaded
- 2Documents checked
- 3Missing items flagged
- 4Request sent to merchant
- 5Underwriter notified
- Signed application
- Bank statements (3 mo.)
- Driver's license
- Voided check
- Proof of ownership
Example 03 · Deal updates
Every deal update, everywhere at once.
When a deal moves stages, your CRM, team and broker are updated automatically — no copying, no stale status.
- 1Deal stage changes
- 2CRM updated
- 3Team notified
- 4Broker emailed
- 5Pipeline refreshed
Underwriting
Waiting…
CRM · e.g. HubSpot
Waiting…
Broker email
Waiting…
- 09:41D-2093 moved to Approved
- 09:42CRM stage updated
- 09:43Broker update emailed
0
Deal updates synced today
Ready to automate your financial services & mca workflows?
We review your process and tell you honestly what's worth automating.