What you actually get
Covered,
not just staffed.
A team is a small group of trained specialists plus a named client director. They learn your product, your paperwork and your partners, and they keep the pipeline moving between the decisions.
This is a room we have already worked — outbound and customer service both, in merchant cash advance and working capital. We know the vocabulary, the objections and the rhythm of a funding file.
We do not underwrite, approve, decline or price anything, we do not advise on credit, and we do not perform collections. Our specialists qualify, set appointments and keep files moving. Every credit decision and every regulated conversation stays with your licensed people.
- →Outbound that keeps diallingMerchants qualified and appointments set for your closers. We have run this desk before, in this industry.
- →Application intake, entered cleanDetails captured once, keyed correctly, in your system before anyone has to ask twice.
- →Stipulation chasing that does not stopPolite, scheduled, on the record — until the document is in the file or the merchant says no.
- →Status updates before they chase youThe merchant who knows where they stand does not call, and does not drift.
- →Renewal and re-engagement outreachWorking the list of people who already said yes once.
- →Broker and partner supportTheir questions answered fast, so their next deal comes to you.
- →English & Español, native both waysA funding conversation is hard enough in a first language.