You Source The Deals. Let Automation Handle Getting Them Funded.
As an ISO, your job is originating merchants and getting their file in front of the right funder — not re-keying the same application into three portals, chasing stips by hand, or manually checking which merchants in your book are renewal-ready. Scaler builds the automation layer around your origination pipeline: lead intake and qualification, package assembly, multi-funder submission, and renewal detection across your book, so the reps who bring in deals spend their time originating, not administrating.
The core administrative load on an ISO — qualification, packaging, multi-funder submission, and portfolio follow-up — is well-documented across MCA industry software and training material as the recurring bottleneck between origination volume and funded volume; it's the reason a dedicated MCA-specific software category exists at all.
General MCA industry software practice — not a Scaler client result.
The work of getting a deal funded competes with the work of finding the next one.
- 01Every new lead needs qualifying — revenue, time in business, existing positions — before it's worth a submission-ready package, and that qualification step is manual at most ISOs.
- 02Once a deal is ready, the same file gets re-entered into each funder's portal by hand, one at a time, instead of going out to the panel at once.
- 03Stip requests come back from multiple funders on multiple deals simultaneously, and tracking who needs what, from whom, by when, is a manual juggling act during a busy week.
- 04Renewal-ready merchants already in your book — the highest-margin, lowest-effort deals available to you — go unnoticed because nobody's checking paydown status across every open file every day.
- 05The reps best at originating new business are often the ones stuck doing the most administrative work, because they carry the biggest book.
Live in days, not months.
Map the pipeline
We map your ISO's actual workflow from lead intake through funded deal — where the manual steps are, and which ones cost the most rep time.
Automate intake & packaging
New leads get qualified and routed automatically; deal packages assemble from your stips and bank statements without manual re-entry.
Automate submission & tracking
Deals go out to your funder panel with one action and get tracked centrally, so status across every funder is visible from one place.
Run renewal detection
Your existing book gets watched continuously for renewal-ready merchants, so that pipeline runs alongside new origination instead of competing with it for attention.
Your reps spend their time originating — the system handles the rest.
- New leads get qualified and packaged automatically, so a rep's first touch with a merchant can be about the deal, not data entry.
- One submission action reaches your whole funder panel, correctly formatted per funder, instead of a re-keying exercise per lender.
- Stip requests and submission status live in one place, visible across every funder and every open deal.
- Renewal-ready merchants in your existing book surface automatically, turning your funded portfolio into a second pipeline instead of a closed file.
- Rep time shifts back toward sourcing and closing — the part of the job that actually grows the book.
Questions, answered.
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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.