The desk that funds faster.
BrokerStack runs the whole funding desk on one screen — leads, underwriting, a shop-owned lender directory, submissions, the offer inbox, and merchant comms. Every deal from lead to funded, nothing lost between tabs.
In flight
$3.41M
Funded MTD
$1.24M
Lenders
21
- Funded$220,000Closed
DS Truck & Trailer
OH · TIB 9mo
- Offer in$150,000Review offer
Sergtech Logistics
TX · TIB 4mo
- Submitted$95,0004 lenders
Augustino Bros HVAC
FL · TIB 6mo
- Underwriting$48,000Read statements
Jet Stream Pools
AZ · TIB 3mo
- Docs needed$30,000Request MTD
Natzel Welding
MI · TIB 2mo
Every deal, lead to funded — on one rail.
No more deals lost in inboxes and spreadsheets. The whole lifecycle lives on one screen, so nothing falls between the stages.
Lead
Forms, UCC scrapes & bulk lists deduped into one merchant record.
Underwriting
Statements auto-parsed to deposits, balances & negative days.
Submission
Routed to ranked lenders with the right CCs in one keystroke.
Offer
Replies land in an inbox, matched to the deal, ready to compare.
Funded
Contracts, commission & position tracked clean to close.
Lead
Forms, UCC scrapes & bulk lists deduped into one merchant record.
Underwriting
Statements auto-parsed to deposits, balances & negative days.
Submission
Routed to ranked lenders with the right CCs in one keystroke.
Offer
Replies land in an inbox, matched to the deal, ready to compare.
Funded
Contracts, commission & position tracked clean to close.
One screen. Every system a funding shop runs.
Not a CRM bolted to a dialer — one operating layer over the entire deal lifecycle, built in the language brokers already use.
Leads & merchants
One record per merchant with full history — inbound, scraped, or imported.
Statement underwriting
Auto-parse PDFs into balances, deposits, and negative days before you read a page.
Shop-owned lender directory
Your funders, ranked by appetite to fund this exact file.
Submissions & positions
Submit a clean package in one keystroke; track every position and CC.
Offer inbox & stacking
Lender replies matched to deals — compare factor, term, and commission.
Merchant comms
SMS & email threads attached to each deal, in one timeline.
Your lender directory, ranked by appetite.
Bring your own funders. BrokerStack ranks them against the file in front of you, then submits a clean package — with the right CCs — in a single keystroke.
Lender
Product
Factor range
Funds up to
Appetite
Capital Express
1st position
1.28–1.39
$500K
StrongRowan Capital
1st / 2nd
1.32–1.45
$350K
StrongFreedom Financial
2nd / 3rd
1.40–1.49
$250K
GoodAccord Funding
1st position
1.25–1.35
$1M
Selective
Sergtech Logistics
+1 (832) 555-0148 · SMS
Desk · 9:41a
Merchant · 9:43a
Desk · 9:44a
Merchant comms — and a metered revenue line.
SMS and email threads live on the deal, not in someone's personal phone. The whole desk sees what was said, when, and what's outstanding.
Switch it on as a paid add-on: metered SMS and email with prepaid credits, list dedupe and STOP suppression, and a cost preview before every send. Shop-wide outreach becomes a billable line — with live sending gated until you approve it.
Built like money software — isolated, signed, auditable.
A shop owner can demo this to a merchant or a sub-broker without flinching.
Per-shop isolation
Every shop's deals, lenders, and files are tenant-isolated. Imports never touch live deals.
Signed file access
Statements and contracts are served behind short-lived signed URLs, never public links.
Scoped roles
Owners, managers, team leads, processors, and agents each see exactly their slice.
Scoped access for every seat on the floor.
- OwnerFull shop — billing, lenders, every deal
- ManagerAll deals, team & submissions
- Team leadTheir pod's deals and brokers
- ProcessorUnderwriting & file control
- Junior brokerOwn deals, guided flow
- AgentAssigned leads only
Run your funding desk on it — by the end of the week.
Bring your pipeline and your lenders over, and stop tab-switching. We’ll walk your desk through it live.