White-label loyalty platform that launches customer reward programs without technical burden
CRM for MCA brokers, ISOs, funders and business lenders
Stage
Not given
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Founded
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Based in
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US
Pricing model
Contact for pricing
Paid
Pricing
Not given
Core: $69 per user per month (billed monthly). Pro: $99 per user per month (billed monthly). Setup fee: $999, waived through December 31. AI statement parsing: $0.05 per page on Core, $0.03 on Pro. AI reads of lender replies: $0.05 per read on Core, Pro includes 500 per month then $0.05 each. Option
Key features
Member management - profile, preferences and rewards tracking
Reward and campaign management
API access for platform integration
Reporting and analytics for program performance tracking
Access to 1,000+ brand partner network
White-label customization and branding
Cloud-hosted platform with no code required
Bank statement analysis with AI reading of deposits, balances, NSFs and existing positions
Lender auto-matching with stored criteria and rule-based filtering
Submission package building with per-lender templates and document tracking
Offer comparison calculator showing net funds, payback, payment and cost
Commission tracking with expected versus received, splits and clawbacks
Renewal eligibility tracking and automation
Role-based access control with audit logging of all changes
Data import from CSV, XLSX, current CRM or spreadsheets
Mobile-responsive interface with tap-to-call and tap-to-email
What makes it different
Rapid time to market - platform setup in 24 hours and live programs in under two weeks
Managed implementation available - removes need for internal development and program management resources
Scales from 1,000 to 1,000,000+ customers with flexible white-label solution
Built-in reward network eliminates need to manually source and setup partner offers
Built specifically for merchant cash advance and business funding, not a generic CRM reshaped for lending
Published, transparent pricing with no seat minimum and no hidden costs
Free data migration from current CRM or spreadsheets included with setup
Your merchants stay yours; no funders, no competing, encrypted data security
Proof of submission with timestamps and audit trail for every lender contact