Operating system for MCA broker shops

Run the entire brokerage from one workspace.

BrokerStack is the multi-tenant CRM for merchant cash advance shops — lead intake, deal rooms, a lender directory you own, submission routing, an offer inbox, underwriting, team roles, and billing.

Book a demo Sign in to your shop

Bring your own lenders
Sender & inbox routing
Role-based team access
Tenant-isolated by design

brokerstack.app / demo-workspace / deals

Tenant workspace

PipelineLeadsLendersInboxFilesTeamLive preview

Pipeline · Last 30 days

42 active deals · $2.07M working

18%

Pipeline

$2.07M

Need docs

Offers in

MerchantAmountOwnerStage

Riverside Auto Body

TX · Auto repair

$150,000JMOffer

Northpoint Logistics

NJ · Freight

$275,000AKSubmit

Bayside Dental Group

CA · Healthcare

$95,000MRDocs

Harvest Table Restaurant

IL · F&B

$80,000JMMatch

Offer inbox

3 new

Lender A· $120k · 1.32 · 8 mo · no stipsApproved
Lender B· $90k · 1.40 · proof of ownershipCounter
Lender C· 2 open MCA positionsDecline

Today's submissions

8 sent

Lender A · Riverside AutoDelivered
Lender B · Northpoint Log.CC: Ops
Lender D · Bayside DentalStip request

Tenant lender directory

Offer inbox tied to deal

Tenant-scoped queries

Example tenant workspaceRole: Owner · Demo Workspace

Tenant lender directory
Offer inbox tied to deal
Tenant-scoped queries

Roles

Owner → agent

Lender directory

Tenant-owned

No shared master list

Submission routing

Per shop

CC rules

Offers

Auto-matched

Signed handoff

The full workflow

Everything a broker floor does after the lead comes in.

One pipeline from intake to funding — no spreadsheets, shared routing confusion, or lost stips between hand-offs.

Configurable stagesPer-pod viewsStip checkpoints

Intake

Lead capture & merchant file

Deal room

Docs, notes, owners, activity

Match

Shop-owned lender directory

Submit

Routed packages & CC rules

Offers

Lender replies & counters

Underwrite

File control & scrub

One platform

A complete CRM — not a single bank-statement tool.

Switch between the surfaces a broker shop actually uses every day. Statement scrubbing is one step inside underwriting; BrokerStack runs the whole brokerage around it.

See plans

Leads & deal rooms

One pipeline for every desk on the floor.

Owners, processors, and team leads watch the same pipeline. Every deal has a room with docs, stips, notes, owners, and a full activity trail.

Lead intake and merchant file capture
Shared deal room with activity timeline
Owner, manager, and team lead views
Stage gates with stip checkpoints

Pipeline · 30 days

Live preview

Working

$2.07M

Need docs

Offers in

MerchantDetailOwnerStage

Riverside Auto BodyTX · $150kJMOffer

Northpoint LogisticsNJ · $275kAKSubmit

Bayside Dental GroupCA · $95kMRDocs

Harvest Table Rest.IL · $80kJMMatch

West End BuildersFL · $210kAKLead

18% vs prior 30dFiltered to your team pod

Lender directory

Your lender matrix — routing, criteria, and status per shop.

Every brokerage owns its own lender list. Add submission emails, CC rules, eligibility criteria, factor ranges, and notes — then route deals to the right lenders and pause the ones you're not using. No shared master list, no other shop's lenders.

Per-lender submission email and CC routing
Eligibility criteria: credit, positions, revenue, factor range
Active / paused status controls what a deal matches
Notes and restrictions stay with each lender

Lender lists, routing, and criteria stay scoped to your tenant — they drive matching but are never shared across shops.

Lender matrix

Tenant-owned

LenderCriteriaStatus

Northbridge Capital
submissions@northbridge · 2 CC
600+ · ≤3 positions · $15k+/mo
Active
Summit Advance
deals@summitadvance · ops CC
580+ · ≤4 positions
Active
Harbor Funding Group
portal + email copy
650+ · construction, retail
Active
Cedar Line Capital
team inbox · 1 CC
6 mo. statements · no trucking
Paused

Active3 routing

CriteriaPer lender

MatchingAuto

Submission routing

Per shop

Verified sender
Outbound packages through provider setup
Configured
Offer inbox address
Reply routing and signed offer handoff
Handoff
Processor CC rules
CC routing for processors & team leads
CC rule

OutboundProvider gated

OffersSigned handoff

AuditLogged

Submission routing & offer handoff

Submission sender, CC rules, and offer capture — per shop.

Configure each shop's verified sender, reply-to address, CC rules, and offer inbox. Outbound submissions stay provider-gated, while inbound approvals, counters, declines, and stips attach back to the originating deal through signed offer handoff.

Per-shop verified sender and offer inbox address
CC routing rules per lender or processor
Inbound offers captured through signed provider handoff
Offer, decline, counter, and stip events stay auditable

Routing metadata stays scoped to your tenant — other shops can't see your submission setup.

Underwriting & file control

Scrubbing is a feature — file control is the system.

Track bank statements, applications, IDs, voided checks, and stip requests on every deal. Automated scrub alerts surface debt, NSF, cashflow, and stacking signals before a package ever leaves your shop.

Private, tenant-scoped document storage
Missing-doc and stip tracking
Cashflow, NSF and stacking alerts
Audit trail on every file view

Statement scrub · 6 months

Ready

Avg. monthly deposits

$128,400

Negative days

NSF count

Existing positions

2 MCA

Linked to deal · Riverside Auto Body·Private to your tenant

Team roles

Scoped access for every desk on the floor

6 default roles

Role	Access scope	Typical responsibilities
Owner	Full control	Billing, security, team
Manager	All deals & reports	Cross-pod visibility
Team lead	Their pod's pipeline	Pod assignments & stips
Processor	Submissions & stips	CC routing, file control
Junior broker	Assigned deals	Owner-scoped pipeline
Agent	Lead intake	Capture and pre-qual

Campaigns & growth

Reactivate your book without leaving the CRM.

SMS and email campaigns ship after provider setup. Usage billing, suppression controls, and delivery audit trails sit beside the CRM.

SMS provider

Telnyx

Email provider

Resend

Compliance

Opt-outs

Billing

Usage

Billing & readiness

Per-shop billing gates with launch verification.

Stripe-managed plan gates, provider readiness checks, audited operational actions, and strict tenant isolation are part of the platform — not features you bolt on.

Security & isolation

Built so one broker shop can never see another.

Tenant boundaries, private file storage, role permissions, billing gates, and audited operational actions are structural — not settings you have to remember to enable.

Tenant isolation contract

·Every query is scoped to the workspace org_id by default.
·Files are private by storage policy, not by URL obscurity.
·Sensitive workspace actions are logged with tenant context.

Tenant isolation

Every query is scoped to your workspace org_id by default. One shop never sees another shop's pipeline.

Private file storage

Bank statements, IDs, and applications live in private storage policies — never URL-secret obscurity.

Role-based access

Owners, managers, team leads, processors, junior brokers, and agents each get scoped views.

Operational audit trail

Submission delivery, offer handoff, file downloads, and sensitive actions are logged with tenant context.

Ready for broker-shop demos

Give your floor one place to run the whole pipeline.

Walk through a tenant-isolated workspace with your lenders, team roles, submission routing, and billing — before your shop is enabled for live production data.

Book a demo See pricing

Tenant-isolated

Per shop

Role-based access

6 roles

Lender directory

Yours

Offer routing

Configured