The deal is in your pipeline before you've read the email.
Email-to-Lead reads the inbox the way your best ops person would — then does the data entry nobody should be doing.
The platform tells the team what needs to happen next.
The problem
Every broker's inbox is a lead graveyard. ISO emails arrive at 9pm, get skimmed at 7am, entered at 10, submitted by 2 — and the merchant signed with someone faster at noon. The window between "application received" and "package in front of lenders" is where deals are won, and manual entry is how they're lost.
Built for the way you actually operate.
Recognizes the deal
NLP reads inbound email and attachments, detects an application, and knows which ISO sent it.
Builds the record
Lead created, fields populated, documents filed, ISO preserved on the record — in the time it takes the email to arrive.
Keeps the thread
Lender offer and decline emails are matched to the live deal and statused automatically. No more "did anyone see the OnDeck response?"
Configurable, not chaotic
Watch the domains you choose, ignore the ones you don't, control mappings and assignment — four full settings tabsets deep.
This is genuine natural-language processing over unstructured email — one of the four engines that carry the Cloudsquare AI badge.
Related capabilities
Questions, answered.
Then nothing happens — that's the point of a model instead of a dumb rule. You control watched and ignored domains, and everything it creates is visible and editable.