FundingTracker Logs the Deal. Our Agent Actually Moves It Forward.
FundingTracker is a deal-tracking CRM adapted for MCA — a record of where every submission stands, with fields and pipeline stages laid over a general tracking tool. It's a solid system of record. But a record only reflects what your team has already done — someone still has to chase the missing stip, decide which funder to submit to, and follow up on renewals; the tracker just shows the current state. Scaler builds an AI agent that does that forward-moving work directly, so the record updates because the work got done, not the other way around.
A deal tracker shows you what stage a submission is stuck in. It doesn't get it unstuck.
- 01A deal sitting in "awaiting stips" stays there until a person on your desk actually calls or emails the merchant or processor for the missing document — the tracker just displays the status.
- 02Funder matching still happens by hand against whatever appetite notes your team keeps current in the system, with no automatic re-matching when a funder's criteria changes.
- 03Keeping the tracker itself accurate is its own overhead — stage updates, notes, and field entries are manual work layered on top of actually working the deal.
- 04Renewal candidates sit visible in the pipeline view, but nothing moves them forward until someone notices and takes action — the system tracks, it doesn't chase.
- 05Every new hire needs training on how your team uses the tracker's fields and stages, on top of learning how deals actually get worked — two things to learn instead of one.
Live in days, not months.
Audit
We map what actually needs to happen to move a deal from submission to funded — stip chasing, funder matching, renewal follow-up — versus what's currently just tracked as a status field.
Build
We build an AI agent that does the forward-moving work: chasing outstanding stips, matching submissions to funder appetite, and flagging renewal-ready merchants for outreach.
Deploy
The agent goes live against your existing pipeline — it can update FundingTracker as it works deals, or run independently if you're ready to retire the manual tracking layer.
Run
We operate and tune the agent as your funder panel and deal volume change. Deals move because the work is getting done, not because someone remembered to update a status field.
Deals get moved forward automatically — the record reflects action instead of waiting on it.
- Stips get chased the moment a submission needs them, not whenever a processor gets to that line item on their list.
- Funder matching runs against current appetite criteria continuously, instead of relying on manually maintained notes going stale.
- Renewal-ready merchants get worked on schedule instead of sitting visible-but-untouched in a pipeline view.
- Less manual data entry overhead — the agent's actions are the update, not a separate task layered on top of doing the work.
- New hires learn how deals actually get worked, not a second system of fields and stages to master on top of that.
Questions, answered.
Book a free scoping call.
Twenty minutes, no pitch deck. We'll map exactly how this would run for your business and what it'd recover. Prefer to read more first? See our AI automation services.