Scaler Technologies_
    [01]_AI AUTOMATION

    Run Your Broker Desk On Automation, Not On Memory And Spreadsheets.

    A busy MCA brokerage is juggling more than one deal at a time — multiple funders on the panel, comp splits with referral partners, deal files at different stages with different stips outstanding, and a book of funded merchants that needs watching for renewal. Scaler builds the automation underneath the broker desk: deal-file tracking, commission reconciliation across funders, multi-lender submission, and renewal detection — so the desk runs on a system instead of whoever remembers the most.

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    Tell us where to reach you and we'll show you exactly how it'd work — no cost, no pressure.

    Independent broker operations in adjacent finance verticals — mortgage, insurance, factoring — consistently hit the same wall as they scale: the back-office mechanics of managing multiple carrier or lender relationships and commission splits become the constraint, not deal sourcing. MCA brokering runs the same shape of business and hits the same wall.

    General brokered-finance industry pattern — not a Scaler client result.

    [02]_The desk overhead

    Closing deals is the job. Running the desk behind them is what eats the day.

    • 01Deal files sit across different stages with different funders, and knowing exactly what's outstanding on each one means checking multiple portals and inboxes, not one dashboard.
    • 02Commission splits with referral partners and sub-brokers get tracked by hand, and a scheduled-vs-settled mismatch on a funder statement is easy to miss until a partner asks why their check looks short.
    • 03The same merchant application gets reformatted and re-submitted to each funder on the panel individually, instead of going out once to everyone worth trying.
    • 04A funded merchant becomes a closed file the moment the deal is booked — nobody's watching for the renewal window until a competing broker gets there first.
    • 05None of this is the actual skill a good broker brings to the table — sourcing merchants, structuring deals, and matching them to the right funder — but it's what fills most of the week anyway.
    [03]_How it works

    Live in days, not months.

    01

    Map the desk

    We map how deals move through your brokerage today — intake, packaging, submission, commission, renewal — and where the manual bottlenecks actually sit.

    02

    Automate the file work

    Package assembly, multi-funder submission, and stip tracking move off spreadsheets and inboxes into a system that tracks every deal's status in one place.

    03

    Automate commission recon

    Funder commission statements get reconciled against your original deal terms automatically, so scheduled-vs-settled mismatches surface immediately, including on split-commission deals.

    04

    Run renewal detection

    Your book of funded merchants gets watched continuously for renewal-ready candidates, turning closed deals into an ongoing second pipeline.

    [04]_What changes

    The desk runs on a system — you run the relationships.

    • Every open deal's status — funder, stage, outstanding stips — lives in one place instead of across separate portals and inboxes.
    • Commission splits with referral partners and sub-brokers reconcile automatically against funder statements, catching shortfalls before a partner has to ask.
    • One submission reaches your whole funder panel correctly formatted, instead of re-keying the same package funder by funder.
    • Your funded book keeps generating renewal opportunities automatically, instead of going quiet the moment a deal closes.
    • Your time goes back to sourcing merchants and structuring deals — the part of brokering that actually depends on you.
    [05]_FAQ

    Questions, answered.

    The mechanics overlap — packaging, submission, renewal detection — but a brokerage usually carries more complexity around commission splits with referral partners and sub-brokers, and often runs deals across a wider or more varied funder panel. We build for that structure specifically rather than a one-size setup.

    Yes — we build the reconciliation logic around your actual split structure, whether that's a flat referral fee, a percentage split, or a tiered arrangement, so each party's expected payout is tracked against what funders actually settle.

    No — we automate around your existing funder panel and relationships. This changes how deals move through your desk, not who you place them with.

    We scope the engagement to what your desk actually needs — a two-person shop and a twenty-rep floor need different amounts of automation, and we build accordingly rather than selling a one-size platform.

    A scoping call where we map how deals actually move through your desk today, then a proposal scoped to the specific bottlenecks that are costing you the most time.

    No — we build and maintain it. Your team keeps working deals the way they do now; the system runs the mechanics underneath it.
    [07]_Related pages

    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.

    Free scoping consult

    See what it would recover

    Tell us where to reach you and we'll show you exactly how it'd work — no cost, no pressure.