Most CRMs were built to track a slow B2B sales cycle. MCA is the opposite. You are scrubbing bank statements, submitting to a dozen lenders, pricing factor and holdback, and running daily ACH against expected RTR, often on the same deal in the same week. A generic pipeline does not know what a stacking-risk alert is, or why a paid-in percentage matters for a renewal.
That is the difference between buying a CRM license and hiring a CRM consultant. We do not hand you an empty platform. We configure it around how your underwriters, funders, and ISO managers really work, then connect it to the ACH, banking, and lender tools you already run.
The result is one system of record instead of legacy CRMs, ACH portals, statement tools, and spreadsheets that nobody fully trusts.
If your CRM cannot tie an ISO submission to funded RTR, it is reporting on the wrong thing.
Five steps, refined across MCA, revenue-based financing, and small business lending engagements. It is our RISE framework applied to deal flow.
We audit your systems and map how a deal moves across ISO management, underwriting, funding, servicing, and compliance.
We build pipeline stages, factor and holdback pricing logic, disclosure templates, and ACH schedules around how your team actually funds.
We move your merchant, lender, syndicator, and ACH data cleanly, without breaking active deals or losing history.
We train your underwriters, ISO managers, and servicing teams on the workflows they touch every day, not a generic tour.
After go-live we run optimization sprints, tighten automations, and fix what the first few weeks of real funding reveal.
We do not disappear at go-live. That is when most of the real work starts.
We work with a focused stack of eight tools, configured here for MCA submission, funding, and servicing. For platform-heavy lending operations we also implement Salesforce with Cloudsquare Lend or Broker; the tools below are the connected stack we build around it.
Strong fit when you want marketing, ISO outreach, and the deal pipeline in one place. We build segmentation by industry, revenue band, and position appetite.
A fast, visual pipeline for high-velocity submission and offer tracking, with approval, decline, and counter-offer stages synced to the deal record.
E-signed contracts with auto-populated state disclosures, COJ, and UCC-1 flows, plus version control and audit-ready trails.
Books underwriting calls and ISO check-ins straight into the right rep’s calendar and logs them against the deal.
Call recording, warm-transfer intake, and activity logs tied to each merchant record, the kind that hold up under a state review.
Connects the ACH, banking, and lender tools that lack a native CRM link, so data moves without manual copy-paste.
Runs your funding and servicing operations as repeatable tasks, from stip collection to post-funding reconciliation.
Web and ISO intake forms with TCPA-compliant routing that drop applications and documents straight into the pipeline.
When the CRM matches how you fund, the numbers move. These are the outcomes we build toward across submission, servicing, and renewals.
Faster lead-to-job conversion
Higher CRM adoption rates
More accurate operational reporting
Average optimization cycle
Plenty of firms sell CRM setup. Few understand factor rates, syndication, or why a missed disclosure is a real problem. Here is what to look for.
A badge proves someone passed a vendor exam. It does not prove they have built a multi-lender submission flow or an ACH schedule. Ask what they have shipped in MCA.
You want a stack that is configured well, not a logo wall of forty integrations nobody maintains. We go deep on a focused set of tools.
Discovery, configuration, migration, training, optimization, each with a clear exit before the next begins. No mystery, no scope drift.
The first month of real funding always surfaces something. You want a consultant who fixes it, not one who pitches a new project.
You should know what you are buying and what it costs before you sign, not after the hours pile up.
A consultant who has worked with funders, ISOs, and brokers your size can tell you what will break before it does. Ask to talk to them.
Your CRM should plug into the tools you already run on, not replace them.
How merchant cash advance funders, ISOs, and brokers rebuilt their CRM operations with our team.
Barbara Lambert
Home 2 Home 4 Seniors
Kevin Duffy Jr.
Committed To Capital
Igor
All State Appliance Repair
Every deal stuck in a spreadsheet is a funding you could have closed faster.
In one strategy session, we’ll pinpoint your biggest inefficiencies and show you how to eliminate them without adding headcount.
In their words, from the funders, ISOs, and brokers we’ve worked with.
AXIS Consulting was exactly what our organization needed. Their expertise with Asana, Jotform, and Zapier helped us eliminate repetitive tasks and improve collaboration across departments. The entire process was professional, efficient, and tailored to our goals. We continue to benefit from the systems they built for us.
Finding a partner who truly understands business automation is not easy, but AXIS Consulting exceeded our expectations. They integrated HubSpot, Calendly, and Aircall to create a seamless experience for our team and our clients.
AXIS Consulting helped us streamline our sales and operations by connecting Pipedrive, PandaDoc, and Zapier into one efficient workflow. The manual work our team was doing every day is now automated.
Straight answers to what MCA funders, ISOs, and brokers ask us most.
Buying a license gives you an empty platform. CRM consulting means we audit your operation, design your submission, underwriting, funding, and servicing workflows, configure the CRM around them, build the ACH and lender integrations, migrate your data, and train your team. You get a system built for MCA, not a blank tool to figure out yourself.
Yes. We move merchant, lender, syndicator, and ACH records cleanly, with mapping and validation so funded history, balances, and notes carry over. We sequence the migration so active deals keep moving while it happens.
Salesforce (including Cloudsquare Lend and Broker), HubSpot, and Pipedrive. We pick the right fit based on your funded volume, syndication needs, ISO network, and lender integrations, rather than defaulting to one platform.
We run optimization sprints: tightening automations, adding reports, adjusting pipeline stages, and fixing what real funding volume exposes. You also get managed administration and on-demand support for underwriters, ISO managers, and servicing teams.
Most projects run eight to fourteen weeks, depending on syndication complexity, how many lender APIs you submit to, and how much historical deal data needs migrating.
Fixed scope, transparent pricing. We define the workflows, integrations, and migration up front so you know what you are buying and what it costs before any work starts.
Yes. We build automated NY CFDL, CA SB 1235, Virginia, Utah, Connecticut, Georgia, Florida, and Kansas disclosure workflows, plus UCC-1 filing triggers, role-based permissions, and audit trails. We configure the workflows; responsibility for legal compliance and disclosure accuracy stays with the funder.
Yes. We build native and API integrations across ACH processors (Actum, ACH Works, Cuttlefish, NMI), banking and underwriting data (Plaid, DecisionLogic, Heron, Ocrolus), credit and verification, dialers, e-signature, and direct connections to 25+ MCA funders, using Zapier to bridge anything without a native CRM link.
Tell us about your funding velocity, submission throughput, syndication accuracy, and compliance goals. We’ll audit your current setup and map a clear path forward.
First 12 Months
Per Team / Month
Sales Velocity
Real-time Reporting
