Early Access — Limited Seats Available

    Manage your MCA
    pipeline effortlessly.

    From submission to funding, centralize your deals, partners, and team communication in one powerful dashboard.

    AES-256
    Bank-Level Encryption
    99.9%
    Uptime SLA
    500+
    Brokerages Onboarded
    $2B+
    Deals Tracked
    95+
    Lighthouse Score
    24/7
    Support Available
    Features

    Everything you need to run a modern MCA brokerage

    Stop juggling spreadsheets and email threads. SubbedPro centralizes your entire deal flow.

    Visual Pipeline

    Stop losing deals in messy spreadsheets. Track every deal's status from submission to funding at a glance on a centralized board.

    Needs attention
    2 Alerts
    Assign a funding partner
    No Partner

    Email Engine

    Stop searching your inbox. Track emails sent to funders and their replies directly within the specific deal view.

    Reply • Re: Deal sent

    "Got it. Working on it." - Funding Partner

    Smart Submission Portal

    Document upload checklist ensures every credit application and bank statement is captured before you hit send.

    3 Months Bank StatementsVerified
    Credit ApplicationAttached

    Team Management & Scale

    Scale your brokerage safely. Invite brokers, assign roles, and manage permissions to control who sees what.

    OwnerAdminBroker

    One-Click Submissions

    Send your deal to multiple lenders simultaneously. Every response is automatically organized by funder.

    Funding Partner AStips Needed
    Funding Partner BApproved

    Performance Analytics

    Stop guessing. Know exactly which funding partners are performing and track your deal funnel analytics.

    Permissions & Access

    Role-based access control

    Give brokers exactly what they need — nothing more. Define granular permissions for every team member so sensitive deals, funder info, and financial data stay protected.

    • Admin — full platform control & settings
    • Broker — assigned deals & submissions only
    • Owner — complete business oversight
    • Control exports, funder sends, & deal actions individually
    Role Permissions
    Admin
    can_export_dealssend_deal_to_fundersmanage_teamview_analytics
    Broker
    view_assigned_dealssubmit_to_funderscannot_export_all
    Owner
    full_accessview_all_dealsmanage_billing
    Broker Scoping

    Each broker sees only their assigned deals

    Manage broker workload effectively with scoped access. Brokers can't see each other's deals, so your confidential pipeline stays protected — even within the same team.

    • Fine-grained deal assignment by broker
    • Zero cross-broker deal visibility by default
    • Admins can reassign deals without data leakage
    • Fair workload distribution across your team
    Deal Assignment
    AR
    Alex Rivera
    8 assigned deals
    SC
    Sam Chen
    5 assigned deals
    JL
    Jordan Lee
    12 assigned deals
    Total Active Deals25
    Document Vault

    Bank-level security for your MCA documents

    Secure document storage with bank-level AES-256 encryption. Share sensitive MCA documents with partners via expiring signed URLs — automatically revoked after a set time.

    • Encrypted at rest and in transit, always
    • Expiring signed URLs for secure partner sharing
    • Complete audit trail for every document access
    • Automatic version history and backup
    Document Vault
    Bank Statements — 3 Months
    2.4 MB
    AES-256Signed URL · 24h
    Credit Application
    340 KB
    AES-256Signed URL · 12h
    Driver's License
    1.1 MB
    AES-256Signed URL · 1h
    Tax Returns 2023
    5.8 MB
    AES-256Signed URL · 48h
    Email Intelligence

    Never lose a reply

    Orphaned emails get matched automatically to the right deal. All communication stays organized — even when funders reply from different email threads or addresses.

    • Automatic email-to-deal matching via smart routing
    • Thread continuity even across email chains
    • Full email history visible on every deal
    • No more lost responses or missed opportunities
    Email Match Intelligence
    Orphan Email Detected
    Auto-matched
    "Re: Deal #4821 — Stips requested"
    Matched to Deal #4821 · Acme Corp
    Reply from Funder B
    In Deal Thread
    "Approved. Sending docs shortly."
    Linked to Deal #5102
    New Submission Email
    Routed
    Automatically tagged and assigned to deal thread
    Follow-up Tracking

    Know exactly when to follow up

    Activity timeline for every deal — every email, status change, and note logged in one place. Never miss a follow-up with automated reminders that keep your deals moving.

    • Complete activity timeline per deal
    • Automated follow-up reminders at key stages
    • Never let a deal go stale in your pipeline
    • Deadline alerts and overdue deal notifications
    Deal Activity Timeline
    Email sent to Funding Partner A
    2 min ago
    Deal moved to Underwriting
    1 hour ago
    Automated reminder: Follow up in 3 days
    Today
    Bank statements uploaded
    Yesterday
    Deal created — Submission sent
    2 days ago
    Next follow-up in
    3 days
    Multi-Shop

    One dashboard, multiple brokerages

    Manage multiple brokerages from a single login. Our multi-tenant architecture lets you operate different shops — each with isolated data, branding, and reporting — all under one umbrella.

    • Switch between brokerages instantly
    • Each shop has fully isolated data & security
    • Consolidated reporting across all shops
    • Custom branding per brokerage
    Brokerage Switcher
    RC
    Riverside Capital
    34 deals · $1.2M
    Active
    SM
    Summit MCA Partners
    18 deals · $680K
    AB
    Atlantic Business Finance
    22 deals · $890K

    Secure Partner Network

    Your brokerage data is architecturally isolated from every other organization on the platform. All documents are encrypted at rest and in transit using bank-level AES-256 encryption, so your merchants' sensitive data stays protected.

    Partner Directory
    A
    Partner A
    B
    Partner B
    C
    Partner C

    AES-256 Encrypted

    Data isolated per org
    Bank-level AES-256 encryption
    SEND PACKAGE

    BUILT WITH MODERN TECHNOLOGY

    React
    TypeScript
    PostgreSQL
    Node.js
    Tailwind CSS
    Express
    Drizzle ORM

    Powered by React, PostgreSQL, TypeScript, and more

    PRICING PLANS

    Pricing built for
    independent brokerages.

    Start managing deals today with the most reliable tech in MCA.

    Early Access Launch Pricing

    Frequently Asked Questions

    Everything you need to know about SubbedPro and managing your deal flow.

    What makes SubbedPro different from other CRMs?

    SubbedPro is purpose-built for MCA brokerages with Hard Isolation security, meaning each brokerage's data is completely isolated. Unlike generic CRMs, we understand deal flow, funder relationships, and the unique compliance needs of the MCA industry.

    What is Hard Isolation security?

    Hard Isolation means your brokerage data is architecturally separated from all other brokerages on the platform. Your merchant docs, deals, and funder communications cannot be accessed by anyone outside your organization—not even other SubbedPro users.

    Can I manage multiple ISOs on one account?

    Yes! Our Brokerage and Enterprise plans support multi-user access with role-based permissions. You can manage different ISOs, sales reps, and partners all within one secure workspace.

    How do you handle sensitive merchant documents?

    All documents are encrypted at rest and in transit using bank-level AES-256 encryption. Your merchant's financial data is protected with hard isolation and regular security audits.

    Do you integrate with funder portals?

    SubbedPro tracks all funder email communications within your deal view. While we don't have direct portal integrations, you can manage submissions, offers, and funding status through our email-based workflow.

    How quickly can I get started?

    You can create your brokerage and start adding deals immediately. Our onboarding resources help you import existing deals and set up your workflows at your own pace.

    Ready to modernize
    your brokerage?

    Join the movement of top MCA brokerages using SubbedPro to manage deals, track funders, and close more business.