Underwrite bank statements without leaving your CRM

What the extension does

The Easify extension puts the merchant cash advance (MCA) underwriting workflow next to the deal record:

• Upload statements from the page you're on, or tag a statement PDF on the page and send it in one click
• Read the analysis in a side panel: true revenue, existing positions by lender, NSFs, negative days, average daily balance and red flags
• Run the numbers: a live offer from the offer and funding calculator
• Run background checks: Secretary of State, court records, DataMerch
• Match lenders and submit (for brokers)
• Copy the summary or download the funder-ready PDF to attach to the record

Native panels for Salesforce, Zoho, HighLevel and LendSaaS

In these four CRMs, Easify opens as a panel built for that CRM, so it fits the screen your team already uses.

A launcher for every other CRM or portal

Using a different CRM, a lender portal or an in-house tool? The universal launcher opens the same Easify panel on any site, and the same features are available.

What you see in the panel

The panel shows the same analysis as the Easify web app. Statements are balanced to their printed totals and running balance, and files that don't reconcile are flagged. Positions are listed by lender name (how stacking is detected). Documents that contradict themselves, duplicate uploads and suspicious deposit patterns are flagged.

Install in three steps

1. Add the extension from the Chrome Web Store (opens in a new tab).
2. Sign in with your Easify account. If you don't have one, create a free account first.
3. Open your CRM or any page with a statement, then open the Easify panel and upload.

Permissions and privacy

The extension sends files only when you choose to upload them. What it can access, and why, is on the extension privacy page. Platform-wide protections are on the Security page.

Built for brokers and ISOs and funder underwriting teams, as part of Easify's MCA underwriting platform.

FAQ