The desk and its partners, in one workspace.
Merchant funding from first email to funded — for the desk that works it and the ISOs who sent it.
Deal workspace
Underwriting sheet, Heron bank data, DataMerch, call recordings, documents, one ledger.
Riverside Auto Group
Automotive · 9 yrs in business · FL
Requested
$185,000
4-month term
Monthly rev.
$310k
avg. last 4
FICO
672
owner, 44
UW score
78
Documents · shared org-wide
Bank Statements Feb–May.pdf
2.4 MB · 4 months
Signed Application.pdf
380 KB · countersigned
Plaid Cashflow Export.csv
94 KB · auto-pulled
Drivers License — DeLuca.jpg
410 KB
Deal chat
4 people · Priya typing…
Statements are in — pulling the cashflow now.
Greg wants an answer today. Merchant's shopping.
Approve at $160k, 12 months. Sending contracts.
On the board
Live from the desk.
- 296
- Deals on the board
- $19.6M
- In play
- 7
- Stages, scrub to funded
- 4
- ISO partners sending
Overview
The week at a glance — what needs you now, who's sending.
Good morning, Jordan
Here's what's moving this week.
Needs you now
Your tasks, calendar and chat, most pressing first
Deals in
252
received this week
Deals approved
118
47% of deals in
Deals funded
79
67% of approvals closed
Top ISO
Meridian
63 deals this week
Deal flow
Deals in vs funded, this week
Deals by ISO
Who's sending volume this week
Pipeline
78
55
31
44
40
22
26
Inbox
The mailbox you fund out of and the shared box, worked in place.
Quick funding question — Greenline Landscaping
A buddy said you funded him in two days. What do you need from me?
Funding inquiry — Lakeside Marine Repair
We run a marine repair shop, six years in, looking for $120k…
TechParts Wholesale — $275k, time-sensitive
Hot one. Electronics distributor, 8 yrs, clean deposits.
Funding request — Riverside Auto ($185k)
Greg Salerno
Attached the last four months of statements and the signed app. Merchant does ~$310k/mo, clean deposits, no negative days. He's eager to move this week.
Priya Nair
Pulled it into Senior UW. Score came back 78 — the only flag is two months of seasonality. Requesting one more statement.
Pipelines
Scrub to funded — board, lanes or table.
Underwriting pipeline
296 active deals · $19.6M in play
Riverside Auto Group
Summit HVAC
Coastal Logistics
Riverside Auto Group
Summit HVAC
Coastal Logistics
Riverside Auto Group
Summit HVAC
Coastal Logistics
Riverside Auto Group
Summit HVAC
Coastal Logistics
Partner portal
What ISO partners see: every deal their firm submitted, the stage it sits on today, what moved since their last visit, and refer-to-org from the same row.
ISO sign inPartner portal
·Meridian Funding
Your deals
6 open2 new since Aug 26| Merchant | Rep | Submitted | Stage | Requested |
|---|---|---|---|---|
| Riverside Auto GroupNew | D. Okafor | Aug 28 | Senior UW | $185k |
| Brightline Dental PLLCNew | D. Okafor | Aug 27 | Approved | $93k |
| Harbor & Vine Bistro | M. Castellano | Aug 26 | Missing Info | $48k |
| Pinecrest Logistics | D. Okafor | Aug 22 | Contracts Out | $260k |
| Nova Fitness Studios | M. Castellano | Aug 19 | Funded | $71k |
| Summit Roofing Co. | M. Castellano | Aug 14 | Declined | $130k |
Pick your door.
User sign in
Employees and affiliates, with the Google Workspace account your organization issued.
- Today, tasks and calendar
- My inbox and the shared box
- Pipelines, queues and every deal's workspace
ISO sign in
Partner firms, with the email and password issued by your contact at the desk.
- Your submissions, by stage
- What moved since your last visit
- Refer a file to a sister organization
Any questions?
Employees and affiliates use the Google Workspace account their organization issued. Your name and email place you in the right workspace; nothing about your mail is read at sign-in.