LendSaaS Gives Your Partners a Portal. We Give You an Agent That Works the Deals.
LendSaaS's ISO partner portal is a real, useful feature for shops managing a referral network — partners log submissions into a shared system instead of email chains. But logging a deal into a portal isn't the same as working it: your team still reviews what comes in, chases missing stips, matches submissions to funders, and follows up with partners on status. Scaler builds an AI agent that does that work directly — across your own submissions and your partner network's — instead of giving everyone a better place to log deals that still need a person to run them.
A shared portal organizes submissions. It doesn't chase stips or match funders for you.
- 01Every submission your referral partners log into the portal still needs a human on your desk to review completeness, chase missing stips, and decide funder placement.
- 02Partners want status updates on their submitted deals — following up with each one individually eats real time that could go toward growing the referral network instead.
- 03The CRM/deal-tracking core underneath the partner portal is a generic pipeline adapted with MCA fields, so funder-matching and stip logic still gets built and maintained by hand.
- 04As your partner network grows, submission volume grows faster than your desk's capacity to manually triage and work each one — the portal doesn't solve that scaling problem.
- 05Every processor or closer working the portal needs a seat and training on its workflow, adding cost and ramp time independent of how many deals actually get funded.
Live in days, not months.
Audit
We map how submissions actually flow from your referral partners and direct channels through stip collection, funder matching, and closing today.
Build
We build an AI agent that triages incoming submissions (partner or direct), chases stips, matches to funder appetite, and keeps partners updated on status automatically.
Deploy
The agent goes live against your existing intake channels — whether that's LendSaaS's portal, email, or a mix — without requiring your partner network to change how they submit.
Run
We operate and tune the agent as your partner network and funder panel grow. Submission volume scales without your desk's triage capacity becoming the bottleneck.
Partner submissions get worked and reported on automatically, not just logged.
- Every incoming submission — partner or direct — gets triaged and missing stips get chased without a rep manually reviewing each one first.
- Partners get automatic status updates on their submitted deals, without your desk fielding individual check-in calls.
- Funder matching runs against your actual panel's appetite, keeping placement accuracy up as submission volume grows.
- Your desk's triage capacity stops being the ceiling on how many partner relationships you can support.
- No added per-seat cost as you bring on more referral partners or processors — the agent scales with deal volume.
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.