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CS Broker

Your entire lender panel. One click.

28 pre-built lender API integrations. Full lifecycle tracked from submission to offer to stip to acceptance — without opening a single lender portal.

Matched & submittedIntelligent
OnDeck
96%
Kapitus
91%
CAN Capital
88%
PEAC
82%

8 lenders submitted · 52 seconds

The problem

You sell speed to merchants and then spend two hours logging into eight portals to submit one deal. The first complete package in the right lender's queue wins the deal — after six hours, the merchant has already talked to someone else. Every minute of manual data entry is a minute the shop down the street used to send the offer first.

How it works

Built for the way you actually operate.

1

One submission, your whole panel

Pick the lenders — or let your tiering and ranking rules pick them — and submit the complete package to all of them at once. Lender-specific requirements are handled per API; non-API lenders get clean, templated email submissions from the same screen.

2

The lifecycle lives on the deal

Submitted, viewed, offer received, stips requested, accepted, declined — every status flows back onto the opportunity automatically. Bulk polling keeps high-volume lenders current without anyone refreshing a portal.

3

Offers and stips, managed in place

Compare offers side by side, work stipulations to done, accept — and the deal moves itself forward. One-click resubmit when terms change.

4

Your panel, your rules

Lender tiering and ranking, tier filtering, priority lenders, existing-submission highlighting so nobody double-submits, and a lender statistics panel showing offers, funded volume, and conversion by lender — all-time and last 90 days.

Straight talk

Credentials are stored securely with automatic token refresh. Submissions require the files you've flagged as required — the system blocks incomplete packages before a lender ever sees them.

Questions, answered.

28 pre-built lender API integrations, including OnDeck, Kapitus, Forward Financing, Headway, CAN Capital, Expansion Capital Group, Credibly, Idea Financial, Pearl Capital, Revenued, and more — see the full list on Integrations.

See it running on your deals.