MCA Software & Tools

The best merchant cash advance software for brokers and funders — CRMs, underwriting tools, lead vendors, dialers, and more.

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Klover Data

Klover Data

Lead Vendors

Klover Data delivers high-intent MCA prospect data built specifically for ISOs and brokers looking to increase quality conversations and funded deals. Our data is sourced through our own owned-and-operated funnels, then filtered to your exact criteria with verified contact information for better outreach performance.

Fundara

Fundara

CRM

Fundara is an all-in-one MCA platform designed to help brokers and funding teams manage leads, analyze bank statements, underwrite deals, match opportunities with lenders, and close more business from one streamlined system. With AI-powered underwriting, blast texting, centralized lender communication, customizable workflows, dialer integrations, performance analytics, and hands-on support, Fundara replaces disconnected tools and manual processes with a faster, smarter path from lead to funding.

Better Credit Partners

Better Credit Partners

Credit Repair

Better Credit Partners provides professional credit repair and restoration for merchants and business owners — disputing inaccuracies, removing negative items, and rebuilding credit profiles so brokers can get more MCA deals approved and funded.

Wall Street Data

Wall Street Data

Lead Vendors

Wall Street Data provides premium commercial business data, MCA leads, and custom lead solutions for brokers, ISOs, funders, and commercial lenders nationwide.

MetrikData

MetrikData

Underwriting

MetrikData reconstructs a merchant's entire funding position from raw bank statements. Every active advance with open and close dates. Payment cadence and discipline per funder, so you see who is getting paid on time and who is being stalled. True trade revenue with financing inflows, internal transfers and owner injections stripped out. Repayment burden measured against that number instead of gross deposits, which is where most files get read wrong. NSF and negative day patterns counted as events. Missing statement gaps. Deterministic authenticity checks on the documents themselves. Cadence is what exposes the stack. Daily or weekly and variable is a position. Monthly and fixed is a loan. The same payee can be either. What an underwriter builds by hand in 30 to 60 minutes comes back structured in seconds. No approve or decline. We surface the data, the decision stays with the underwriter. Built for MCA funders, ISOs and brokers.

Specter Systems

Specter Systems

CRM

Specter Systems is building an agentic SaaS financial operating system for the fintech lending market, giving brokers and lenders one unified platform for underwriting, document preparation, lender matching, submissions, communications, and funding workflow management. The platform turns bank statements, tax returns, credit data, and borrower documents into structured underwriting intelligence, while helping detect fraud, reduce manual processing, and route deals to the right capital sources faster. For brokers, Specter creates a more controlled, auditable, and professional lending operation. For lenders, it delivers cleaner submissions, better-prepared files, stronger decisioning data, and a more efficient path from application to funding.

Constant Contact

Constant Contact

Email Marketing

Email marketing platform built for small businesses. Create campaigns, automate drip sequences, manage contact lists, and track open rates to keep your merchants engaged.

monday.com

monday.com

CRM

Customizable CRM and work management platform. Track leads, manage deal pipelines, automate follow-ups, and collaborate with your team — all in one visual workspace.

Easify

Easify

SMS & Texting

Bulk SMS messaging and marketing automation platform. Send texts at scale, automate follow-ups, and keep your merchants in the loop — all from one dashboard.

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