The broker desk with its own lead supply. Capped, checked, and priced by what actually funds.

Merchant leads land in your pipeline, not your inbox. Pay per record, no retainer. The desk is free for one seat.

broker-stack.com/dashboard/leads
Clearwater Capital / LeadsNew deal
Open
1,240
From store
200
Contacted today
46
MerchantSourceRequestedStatusNext
Sunstate Roofing LLC
Tampa, FL · Contractor
Store #1182$85,000NewCall
Baywater Diner
Savannah, GA · Restaurant
Store #1182$60,000ContactedCall back
Lone Star Freight Inc
Houston, TX · Trucking
Store #1182$140,000QualifiedConvert to deal
DS Truck & Trailer
Columbus, OH · Trucking
Web form$120,000QualifiedConvert to deal
Palmetto Auto Care
Orlando, FL · Auto repair
Store #1182$45,000NewCall
Greenleaf Daycare
Atlanta, GA · Childcare
Store #1182$30,000ContactedCall back Tue
Showing 1–6 of 1,240
375,000 records on handLine type + DNC checked at deliveryNever sold more than 3 times7-day bad-number credit

From order to dial tone in the same day.

No calls with a sales rep, no minimums, no retainer. Three steps.

  1. 1

    Build an order

    Pick a product, set the revenue floor and record age, pick a quantity. You see the estimated price as you go.

  2. 2

    We confirm and you pay

    We check the exact count against live inventory and send a card link, usually within the hour.

  3. 3

    Records land in your desk

    Leads drop into your pipeline scored and assigned, or arrive as a CSV. Bad number inside 7 days comes back as credit.

Then work them on a desk that closes the loop.

Bought records land in your pipeline with a score. Your reps dial, disposition, submit. The desk tells you which sources actually fund, and the store prices them that way.

  • Order to pipeline in one click, no CSV juggling
  • Bad number → one click → credit back
  • Lenders, submissions, offers, funding, commissions on one rail
  • Free for one seat. Team plans include monthly lead credit
Leads· Clearwater Capital · Team plan
Open
1,240
From store
200
Funded from store
3$286K
MerchantSourceScoreStatus
Riverside Auto Body
TX · Auto repair
Store82Funded
Metro Foods Group
GA · Restaurant
Store74Qualified
DiNapoli Construction
FL · Contractor
Store69Contacted
DS Truck & Trailer
OH · Trucking
Web91Funded

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.

  1. Lead

    Forms, UCC scrapes & bulk lists deduped into one merchant record.

  2. Underwriting

    Statements auto-parsed to deposits, balances & negative days.

  3. Submission

    Routed to ranked lenders with the right CCs in one keystroke.

  4. Offer

    Replies land in an inbox, matched to the deal, ready to compare.

  5. Funded

    Contracts, commission & position tracked clean to close.

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.

  • Capital Express

    1st position

    1.28–1.39

    $500K

    Strong
  • Rowan Capital

    1st / 2nd

    1.32–1.45

    $350K

    Strong
  • Freedom Financial

    2nd / 3rd

    1.40–1.49

    $250K

    Good
  • Accord Funding

    1st position

    1.25–1.35

    $1M

    Selective

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

Straight answers.

Do I need the CRM to buy leads?

No. Build an order, pay the card link, get a CSV. The desk is free for one seat if you want leads dropped straight into a pipeline.

How many times do you sell a record?

At most three buyers in 90 days for applicant, verified, and UCC records; five for cold business data. Exclusive locks a record to you for 30 days. Never twice to the same buyer.

Are these TCPA-consented leads?

No, and we say so on every product. These are data lists with line type and DNC checked at delivery. You own DNC and state rules before you call or text — the file carries the flags you need.

What if the numbers are dead?

Disconnected, wrong filter, duplicate, or confirmed closed inside 7 days comes back as credit, up to 15% of the order. In the desk it is one click on the lead.

Where does the data come from?

Merchants who applied for funding, verified merchant records, and public UCC filings. Every product page states its source, age band, and consent class.

What does the CRM cost?

One seat is free. Team plans are quoted after an onboarding review — the desk pays for itself in lead credit either way.

Run your shop on it by the end of the week.

Bring your pipeline and your lenders over. Buy your first batch of leads. We walk your desk through it live.

No retainerImport your existing dealsLive in days