A bank-like application experience your merchants actually enjoy.
A fully integrated application and upload portal — built on Jotform and owned by you. Merchants complete a clean, modern funding application and upload bank statements. No clunky DocuSign workflows, no friction, no lost deals.
A broken application form is a deal you'll never close
You can land a merchant's attention and still lose the deal at the worst possible moment — the application. Clunky forms, missing documents, and confusing upload steps cause merchants to abandon halfway, ghost, or submit something you can't even use.
The funnel destination that turns interest into submissions
Every email and landing page drives here. The portal is where a curious merchant becomes a complete, fundable application.
Clean funding application
A clear, modern application merchants can finish in one sitting — designed to feel like applying at a real bank, not filling out a PDF.
Built-in document upload
Merchants upload bank statements and docs right inside the flow. No email attachments, no separate signing tool — everything in one place.
Straight to your inbox
Each completed submission lands with you the moment it's done — a full application with statements, ready to underwrite or submit to lenders.
Lead-source attribution
Every submission is tied back to the lead batch it came from, so you can see exactly which sources and campaigns produce fundable deals.
Owned by you on Jotform
Built on Jotform with the login in your name. The portal is permanently yours — your data, your forms, your control.
Private and direct
Applications go directly to you and no one else. We advertise your app link only; your merchants and their documents are never shared.
The application is where deals are won or lost
You can run flawless campaigns and still bleed deals at the form. Merchants are busy and skeptical; if applying feels like a chore, they quit. The portal removes that friction. It gives merchants a calm, professional, bank-like experience that makes finishing the application — statements and all — the path of least resistance.
Because each completed submission equals one application, the portal is also how we define and measure a result. Not a click, not a reply — a full, fundable submission in your inbox.
One place for the documents underwriting actually needs
Bank statements are the difference between a real submission and a dead lead. Most setups scatter them across email threads and signing tools, so deals stall while you chase paperwork. The portal collects the application and the documents together, in one flow, so what arrives is ready to underwrite or send to lenders.
- Bank statements uploaded inside the application, not over email
- No clunky DocuSign or attachment back-and-forth
- Complete submissions, not half-finished forms
- Everything organized and attributed to its lead source
It's yours — built on Jotform, owned by you
The portal is built on Jotform with the login in your name, so you own it permanently. That's our anti-backdoor principle in practice: you keep the asset, your merchants' data stays with you, and applications flow directly to you and no one else.
Jotform's monthly fee (about $29–$49 depending on usage) is paid by you, which is exactly what keeps it yours. We build it, integrate it with your site and campaigns, and hand you the keys.
What's included
A complete, owned application funnel — the engine that converts marketing into fundable submissions.
- Custom-built merchant application portal on Jotform
- Clean, modern, bank-like funding application
- Integrated bank-statement and document upload
- Each full submission delivered straight to you
- Lead-source tagging on every application
- Wired to your website, landing pages, and email campaigns
- Permanently owned by you (Jotform fee ~$29–$49/mo, paid by you)
- Analytics login to track applications and batch performance
Dedicated Merchant Portal — questions, answered
A full submission: a completed funding application plus uploaded bank statements, delivered straight to you. Not a click and not a reply — a fundable submission you can underwrite or send to lenders.
The rest of the system
Ready to stop losing deals at the form?
Let's talk about taking your MCA shop to the 21st century — with emails that always hit the inbox and design that actually converts.
Guaranteed inbox placement — or your money back.