Package The Deal Once. Submit It To Every Funder On Your Panel At Once.
You've already done the hard part — collected the app, the bank statements, the stips, and built the package. The waste happens next: re-keying the same deal into each funder's portal, reformatting the same file to match each one's submission requirements, and re-sending stips one funder at a time as they come back with questions. Scaler builds the submission layer that packages your deal once and pushes it out to your whole funder panel in one action — each formatted the way that funder actually wants it, tracked from a single dashboard.
Manual re-entry of the same deal data across multiple destination systems is one of the most common and best-documented sources of process drag in any brokered-transaction business — mortgage brokers, insurance brokers, and MCA ISOs all face the same one-deal-many-destinations problem, and the fix in every case is the same: package once, distribute automatically, track centrally.
General brokered-transaction workflow pattern — not a Scaler client result.
The deal is ready. Getting it in front of five funders is where the time actually goes.
- 01The same application, bank statements, and stips get manually re-uploaded into each funder's portal, one login and one form at a time — five funders means doing the same submission work five times.
- 02Each funder wants its own package format, so files get renamed, reordered, or reformatted by hand before every send, and small formatting misses are what cause a submission to bounce back for correction.
- 03When one funder comes back asking for an updated stip, re-sending it to only that funder — without missing the others still reviewing the original package — becomes a manual tracking problem of its own.
- 04A deal sitting half-submitted, with two funders live and three still waiting on a rep to get to them, loses the speed advantage that wins competitive deals in the first place.
- 05There's no single view of submission status across the panel — knowing which funder has the file, which is missing a stip, and which hasn't responded means checking multiple inboxes and portals separately.
Live in days, not months.
Package once
The deal file — application, bank statements, stips — gets assembled a single time into your standard internal package, the same as your current process today.
Map your panel
We map each funder on your panel's specific submission format and channel — portal, API, or email — so one package can be reformatted correctly per funder without your team learning each portal by hand.
Submit with one action
One click pushes the same deal, correctly formatted, to every funder on the panel you select for that deal — no re-keying, no re-uploading, no missed funder.
Track centrally
A single dashboard shows submission status per funder — received, under review, stip requested, declined, approved — so nothing needs to be checked across five separate portals.
One submission action does the work five manual ones used to.
- A deal reaches your entire funder panel the moment it's package-ready, instead of trickling out to each funder over the course of a day as a rep gets to them.
- Formatting is handled per funder automatically, cutting down the submission bounce-backs that come from a file that didn't match a funder's requirements.
- New stip requests get routed and re-sent to the specific funder that asked, without re-touching the funders that didn't.
- One dashboard shows exactly where every deal stands across your whole panel, instead of a mental map of which portal to check for which file.
- Reps spend the time saved on re-keying back on the phone with merchants and funders, where it actually moves deals forward.
- Faster, cleaner submissions across the panel mean funders see a consistent, well-formatted package from your shop — which is part of what earns better turn times over time.
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.