For ISOs and brokers
For ISOs and brokers: underwrite, match and submit MCA deals
Easify lets MCA ISOs and brokers see a deal the way a funder will before it goes out. Statements are balanced to their printed totals, true revenue and existing positions are calculated, and background checks run against Secretary of State, court records and DataMerch. You then match the deal to lenders and submit it with a funder-ready PDF report.
Know the deal before the funder does
A merchant cash advance (MCA) deal that comes back declined costs you time and credibility with the funder. Easify shows you what the funder will see before you submit it:
- Statements balanced to their printed totals and running balance, with any non-reconciling file flagged
- True revenue, excluding MCA funding, transfers and owner injections
- Existing positions by lender name (how stacking is detected)
- NSFs, negative days and average daily balance, month by month (bank statement analysis)
- Fraud flags: documents that contradict themselves, duplicate uploads, suspicious deposits
If something is wrong with the file, you find out first.
Background checks in the same file
Run the checks funders will run anyway, without leaving the deal:
- Secretary of State: confirm the business entity
- Court records: look for litigation and judgments
- DataMerch: check the merchant against the industry database
Lender matching
Easify matches the deal against the lenders you work with, using the analyzed numbers, so you submit to funders likely to take the deal instead of blasting the whole list.
Submission with a funder-ready report
Submit from Easify with a funder-ready PDF report attached. Funders get a consistent package with the numbers already worked out, and you get fewer back-and-forth questions.
Work from your CRM
The Easify Chrome extension works inside Salesforce, Zoho, HighLevel and LendSaaS, and has a launcher for any other CRM or portal. You can upload a statement, underwrite, run background checks, match lenders and submit from the page you already have open.
Start on the free plan
The free plan includes 20 analyses a month, with no card needed to start. Upload one of your current deals and see the analysis yourself.
Start free — 20 analyses a month
New to the numbers funders use? Read how to analyze bank statements for an MCA and the MCA underwriting glossary. Curious what funders get on their side? See Easify for funders, or the whole MCA underwriting platform.
FAQ
How does Easify help MCA brokers and ISOs?
It analyzes the merchant's bank statements the way a funder will, runs background checks, matches the deal to suitable lenders and submits it with a funder-ready report. You find problems before the funder does.
What background checks are included?
Secretary of State business lookups, court record searches and DataMerch checks, all attached to the same deal as the statement analysis.
How does lender matching work?
Easify compares the analyzed deal against the lenders you work with, so you can submit to the funders most likely to take it. You choose who receives the submission.
Can I see existing MCA positions before submitting?
Yes. Existing positions are listed by lender name from the bank statements, and MCA funding is excluded from true revenue.
Can I use Easify from my CRM?
Yes. The Chrome extension has native panels for Salesforce, Zoho, HighLevel and LendSaaS, and a launcher for other CRMs and portals.
How much does it cost to start?
The free plan includes 20 analyses a month. Paid plans are listed on the pricing section of the homepage.