One-time payment · No subscription

Stop reading bank statements.
Start funding deals.

Broker Stack automates your MCA shop end-to-end — parsing, underwriting, lender matching, submission. Every deal from CRM trigger to lender inbox in 90 seconds.

$1,500 one-time. No monthly fees. Ever.

Get Broker Stack — $1,500 See how it works

14-day money-back guarantee · Secure Stripe checkout · Live in under 24 hrs

90s

Per deal, start to submitted

Per-deal cost (AI included)

Document types auto-parsed

20+

Lenders preloaded

Plugs into your stack

GoHighLevelHubSpotSalesforcePipedriveCloseZohoAirtableZapierMake.comSlackDiscordMailgunGoHighLevelHubSpotSalesforcePipedriveCloseZohoAirtableZapierMake.comSlackDiscordMailgun

How it works

From a merchant app to a lender's inbox — without you touching it.

You keep using your CRM. Broker Stack watches the pipeline. When you mark a deal ready, it takes over.

Setup (one time, ~45 min)

Pay & we deploy

After your $1,500 payment, we spin up your instance on your own cloud or ours. You get a login URL and admin password within 24 hours.

Connect your CRM

In the setup wizard, paste your CRM API token. The wizard auto-detects your custom fields. Works with GoHighLevel, HubSpot, Salesforce, Pipedrive, Close, Zoho — or generic webhook.

Pick your lenders

Toggle from 20+ preloaded Tier 1-2 funders (Capital Express, Rowan, Accord, Freedom, etc.). Or paste your own. Edit anytime.

Every deal from here on out (90 seconds)

You drag the opportunity to "Ready for Underwriting" in your CRM

Broker Stack pulls the contact, app, and 3 months of bank statements

Classifies each document

statement? app? voided check? DL? EIN letter? tax return?

Parses everything with vision AI

revenue, NSFs, MCA positions, FICO, deposits

Cross-checks names across docs, EINs, account numbers

flags any mismatch as fraud risk

Screens OFAC sanctions + per-state MCA disclosure compliance

Assigns tier (A/B/C/D/Decline) + computes est. advance, factor, funding probability

Matches lenders that buy this file type

industry, state, position, NSFs, FICO criteria

Writes a 1-page submission report per lender

formatted like your manual submissions

Emails matched lenders with the report + attachments

Posts the outcome back to your CRM as a note + advances the stage

Alerts you in Slack/Discord if anything needs manual review

Typical time, stage-change to lender inbox:~90 seconds

Closed loop — lender responses come back in automatically

IMAP inbox listener

Every lender reply to your submissions inbox gets auto-classified: approval, decline, counter-offer, or stip request.

Offer dashboard

Side-by-side view of all offers on a deal. Pick the best terms. See factor + advance + payment in one place.

Commission tracking

Funded deals log to your commission dashboard automatically. Lender scorecards show who funds your tier best.

Get Broker Stack — $1,500 one-time

Integrations

Plugs into whatever you're already using.

Most brokers use GoHighLevel, but Broker Stack isn't locked to it. We connect to your CRM during onboarding — or we'll forward applications from your inbox if you don't use a CRM at all.

GoHighLevelMost popular

CRM

HubSpot

CRM

Salesforce

CRM

Pipedrive

CRM

Zoho CRM

CRM

Monday

CRM

Airtable

Database

Google Sheets

Database

Webhook (any)

API

Email forward

Inbound

Zapier

Automation

Make.com

Automation

Mailgun

Postmark

SendGrid

Slack

Alerts

Discord

Alerts

Telnyx SMS

Alerts

Twilio

Alerts

CRM webhook

GoHighLevel, HubSpot, Pipedrive, Salesforce, Close, Zoho, Monday — any CRM that fires a webhook on stage change. Most do.

Inbound email

Forward merchant applications to a dedicated address (apps@yourshop.com). We extract the data, fetch the statements, and process the deal.

Direct API / Zapier

POST to our API directly, or use Zapier/Make.com to bridge anything that doesn't fire webhooks natively. Airtable, Google Sheets, anything.

Not seeing what you use? Email us — if it has an API or webhook, we'll wire it up during onboarding.

Pricing

One price. No recurring fees.

Pay once, own it forever. No monthly subscription, no per-deal fees, no surprises.

ONE-TIME · NO SUBSCRIPTION

Broker Stack — Full setup

Everything you need to automate your MCA shop.

$1,500one-time

Not monthly. Not per-deal. One payment, lifetime access.

Get started → $1,500 one-time

Secure Stripe checkout · Money-back within 14 days if we don't deliver

Everything included:

Full system setup
Deployed to your server or ours. CRM connected. Lender list loaded. Live in under an hour.
Unlimited deals, forever
No per-deal fees. No caps. Process 10 deals a month or 500 — your cost stays $0.
20+ lenders preloaded
Capital Express, Rowan, Accord, Freedom Financial, Uplyft, Fora, Greenbox + more. Edit anytime.
AI included
Vision AI for parsing + underwriting. The per-deal cost is on us. No separate AI account or API key needed.
Automated pipeline
CRM → parse statements → underwrite → match lenders → email submissions → post note. Zero manual steps.
Fraud + compliance layer
OFAC sanctions, state MCA disclosure checks, cross-doc consistency, review queue for flagged deals.
Lender response capture
IMAP plugin auto-classifies approvals, declines, counter-offers, stip requests.
Dashboard + reporting
Live metrics, commission tracker, CSV export, lender scorecard, daily digest emails.
Setup help included
30-minute onboarding call. We connect your CRM, test with a real deal, hand you the keys.
Lifetime updates
New features, new lenders, new doc parsers — pushed to your instance free, forever.

Questions before you buy? Email us — we'll answer within an hour.

Questions

Everything brokers ask before buying.

A complete, deployed instance of Broker Stack — your own copy, on your own domain or ours, with the full pipeline running: GHL/CRM webhook → bank statement parsing → underwriting → lender matching → submission emails → response capture. Plus a 30-minute onboarding call where we connect your CRM, load your lender list, and run your first real deal end-to-end. AI cost is included forever.