Every file worked to a decision.

We work the pipeline for working-capital lenders and funders: application intake, stipulation chasing, merchant status calls, renewal outreach and broker support, with a client director watching the work. We never underwrite, approve, decline or price anything; every funding decision stays with your team.

Build your team → See how a team works

Funding files die waiting, not at the decision

Applications do not die because the business said no. They die waiting on one more document while nobody follows up.

Files stall on one missing document

Bank statements, a voided check, a signature. The merchant meant to send it. Nobody asked again, and the file quietly went cold.

The merchant goes quiet and nobody notices

They were ready. Then they waited, heard nothing, and took the call from whoever reached them next.

Renewal windows pass unopened

Your best indicator of who will say yes is who already said yes. That list needs working, and it rarely gets worked.

Servicing calls land on the closers

Brokers with a live deal and merchants with a question both land on the people who should be opening new files, because there is nobody else to take them.

The pipeline moves
between your decisions.

Our teams are extensively trained specialists, cherry-picked for your business and sized to your need, with a client director above them. They learn your product, your paperwork and your partners, and they keep the pipeline moving between the decisions.

We have worked this room before: outbound and customer service, in merchant cash advance and working capital. We know the vocabulary, the objections and the rhythm of a funding file.

We do not underwrite, approve, decline or price anything, we do not advise on credit, and we do not perform collections. Our specialists qualify, set appointments and keep files moving. Every credit decision and every regulated conversation stays with your licensed people.

A bilingual support specialist in a headset, mid-conversation

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Outbound, qualified and bookedMerchants qualified and appointments set for your closers. We have run this desk before, in this industry.
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Application intake, entered cleanDetails captured once, keyed correctly, in your system before anyone has to ask twice.
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Stipulation chasing that does not stopPolite, scheduled, on the record, until the document is in the file or the merchant says no.
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Status calls before they chase youThe merchant who knows where they stand does not call, and does not drift.
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Renewal and partner outreachThe merchants who already said yes once, called on time. Brokers answered fast, so their next deal comes to you.
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English & Español, native on both sidesA funding conversation is hard enough in a first language.

How it starts for a funder

A short diagnostic.We find where files stall and which stage loses the most deals.
We write down the line.What our specialists say, what they never say, and exactly when a call goes to your licensed people. Agreed before anyone picks up a phone.
Specialists trained on your product.Your paperwork, your stips, your systems, your partners.
Live, managed, from the start.Your client director reviews real calls right away and tightens what needs tightening.

Questions owners ask

Straight answers. If yours is not here, ask it on the call.

Will your specialists promise a merchant funding or an approval?

No. We never tell a merchant they are approved, declined, or what they will be offered. Our specialists qualify, collect, set appointments and report status. Every credit decision and every regulated conversation goes to your licensed people, and the playbook says exactly where that line sits.

Have you worked in merchant cash advance before?

Yes. We have run outbound and customer service desks in merchant cash advance and working capital. We know the vocabulary, the stips, the objections and the rhythm of a funding file. Your specialists still train on your product and your paperwork before they take a call.

Who manages the team, and what do I see?

A client director does, and you get a weekly report in plain words. Your specialists sit in a team with one person above them whose job is your account. They review real calls daily and catch gaps before you notice them. The report tells you files opened, stips received, files still waiting, appointments set, and what needs a decision from you.

Who is this not right for?

Funders who want us to approve, price or collect. We will not. Also owners who want a seat and a password with nobody managing it; a cheaper unmanaged option suits them better, and we say so on the first call.