The operating system for the MCA desk
From application to funded, in one system.
Stellar CRM runs the entire merchant cash advance pipeline. Deals land from your application form with statements attached, AI reads them in seconds, funder matches rank themselves, submissions go out in one click — and replies come back as offers, automatically.
- Offer 1$70,00012 mo
- Offer 2$60,00010 mo
- Offer 3$50,0008 mo
The whole pipeline, handled in one place.
Every stage of the deal lives in one system — nothing gets rekeyed, and nothing falls between tools.
Applications land instantly
Deals arrive straight from your application form with bank statements already attached — no re-entry, no lost paperwork. The record is created and ready the moment it comes in.
Bayview Fish Market
- Requested
- $75,000
- Industry
- Food & beverage
- Bank statements
- 3 months attached
AI underwrites in seconds
Statements are read the moment they land — revenue, cash flow, and existing positions — and funder matches rank themselves, so the desk works the best-fit options first.
- Match #194% fit
- Match #288% fit
- Match #381% fit
Submissions in one click
Send the full packet and statements to every matched funder at once. No re-attaching files, no copy-paste — one click and the deal is out the door.
- Match #1Sent
- Match #2Sent
- Match #3Sent
Replies become offers, automatically
Funder responses are parsed into structured offers the moment they arrive — amounts, terms, and factors side by side — so approvals are ready to compare without the inbox archaeology.
- Offer 1$70,00012 mo
- Offer 2$60,00010 mo
- Offer 3$50,0008 mo
Renewals & commissions, tracked
Once a deal funds, commissions are booked and the renewal window is tracked from day one — the system remembers, so more capital is one conversation away.
Northwind Logistics
Commission booked automatically
Renewal window tracked from day one
Funded
$70,000
Renewal eligible
Tracked
Built for the desk, not the demo.
One pipeline, end to end
Intake, underwriting, submissions, offers, and renewals all live in one system — so nothing gets rekeyed or lost between tools.
Underwriting in seconds
Statements are read the instant they arrive and matches rank themselves, so the desk moves on the strongest options first.
Nothing slips
Follow-ups, renewals, and commissions are tracked automatically — the system keeps the thread so your reps don't have to.
Stellar CRM is the platform our team runs on.
Access is invite-only. If you're on the team, sign in to pick up where the desk left off.