All-in-one platform combining parallel dialer, two-way SMS, CRM, underwriting tools, submission tracking, and analytics — engineered specifically for merchant cash advance brokerages.
Your reps are drowning in disconnected tools while deals slip through the cracks.
Switching between apps kills momentum and costs deals.
Manual dialing means your team talks to half the leads they should.
Without automation, hot leads go cold before anyone follows up.
Managers fly blind without real-time floor analytics.
Repeat business walks out the door because nobody tracks it.
Spreadsheets, sticky notes, and text threads aren't a system.
Run your entire operation — from first call to funded deal — inside a single, lightning-fast system built for high-output sales floors.
One click. Seven features. Watch the full product tour auto-play in 40 seconds.
| Name | Business | Industry | Revenue | Score | Status |
|---|---|---|---|---|---|
| Marcus Johnson | Metro Supply Co. | Wholesale | $1.2M | 94 | Hot |
| Elena Rodriguez | Apex Logistics LLC | Transport | $890K | 87 | Contacted |
| David Chen | Bright Dental Group | Healthcare | $2.1M | 91 | Hot |
| Patricia Wells | Summit Contractors | Construction | $650K | 72 | Warm |
| Robert Kim | Coastal Eats Inc. | Restaurant | $480K | 68 | New |
| Angela Foster | NexGen Auto Body | Auto Repair | $720K | 83 | Callback |
| Rep | Calls | Deals | Revenue |
|---|---|---|---|
| Jake M. | 312 | 5 | $187K |
| Sarah K. | 287 | 4 | $152K |
| Mike R. | 245 | 3 | $98K |
| Lisa T. | 198 | 3 | $94K |
Live dashboard showing queue, calls, pipeline value, and rep performance — all in one workspace.
KPIs, activity feed, and pipeline chart.
Filter, score, and queue high-priority merchants.
Multi-line parallel dialing with call queue.
Bulk messaging with templates and tracking.
Kanban board from new lead to funded.
Auto-parse bank statements with approval scoring.
Performance metrics, charts, and leaderboard.
Eight core tools, one unified platform. No more tab-switching.
Make more calls per hour with intelligent multi-line dialing.
Convert more merchants with instant texting.
Organize, prioritize, and route leads automatically.
Track submissions, approvals, and funding in real time.
Quote payments instantly during calls.
Never miss another opportunity.
See exactly what's driving revenue.
Capture repeat business automatically.
Consolidate your stack into one platform.
Multi-line parallel dialing outpaces every competitor.
Live dashboards show exactly who's closing what.
Grow without switching platforms.
White-glove setup so your team hits the ground running.
Six steps. One platform. Zero dropped balls.
Import or auto-capture
Instant outreach via dialer or SMS
Automated document gathering
One-click funder submissions
Real-time funding status
Automatic repeat opportunities
As low as $69/agent/month at scale
Replace multiple tools and close more deals — usually pays for itself with one funded advance.
All plans include a 7-day free trial. Credit card required.
Average MCA commission: $5,000–$15,000+ per deal. One funded deal pays for a year of BrokerStack.
After your 7-day trial ends, your account automatically converts to the paid plan you selected. You'll be charged the monthly rate on file. You can cancel anytime during the trial with no charge.
Yes. You can upgrade or downgrade your plan at any time from your account settings. Changes take effect at the start of your next billing cycle. If you upgrade mid-cycle, you'll receive prorated access immediately.
Each plan includes a per-seat monthly allotment of SMS messages and calling minutes. These credits reset every billing cycle. If you exceed your included credits, overage rates apply at $0.02/SMS and $0.05/min across all plans.
Each plan has a base price plus a per-seat fee. Starter includes 2 seats at $49/seat, Pro includes 3 seats at $79/seat, and Agency includes 5 seats at $99/seat. Additional seats beyond the included amount are billed at the per-seat rate. Volume discounts apply at higher seat counts. Seats can be added or removed at any time.
No setup fee on Starter, Pro, or Agency plans. Enterprise plans may include a one-time custom setup fee depending on the scope of onboarding, integrations, and white-label configuration required.
Yes. Save 20% with annual billing on any plan. Annual plans are billed upfront.
See how top floors are closing more deals with fewer headaches.
Book Your Demo Today