Process Applications Faster. Fund More!
Merchant Matrix workflow is helping customers process 4-5x more applications and fund twice as much.
Revolutionize Your Pre-Funding Workflow
Revolutionize Your Pre-Funding Workflow
Discover the only complete pre-funding workflow system that seamlessly guides you from application to contract.
Say goodbye to the chaos of managing your pre-funding process through scattered spreadsheets, endless emails, bank statements, multiple applications, Plaid, and other external sites.
Merchant Matrix consolidates all these elements into one organized program with customizable workflows. With Merchant Matrix, streamline your operations and watch your team process more applications per day efficiently. Embrace a new era of simplicity and productivity in your lending journey.
Experience the power of Merchant Matrix – Your All-in-One Solution for Prefunding Workflow Excellence.
Complete Application
Applicant fills out existing online application
Upload Documents
Lender uploads documents to PDF Insights
Review Scorecard
Underwriting scorecard with MerchantMatrix fraud analysis is generated in seconds
Merchant Matrix Features:
- Automated PDF reading on 99% of all USA based bank statements
- Extracting underwriting statistics
- Automatic PDF reading of over 99% of broker applications
- Easily connect your CRM to our easy-to-use API
- Run a Clear to verify customers
- Run a Plaid to verify customer bank accounts
- Loan Calculator
- Allow brokers to use our intuitive offer screen to finalize and adjust loan offers
- Utilize our underwriter dashboard to make quick decisions.
- Change Underwriter rules based on customer industry
- Automation tools to help weed out the good from the bad application
- Contract automation ( writes up a contract for a cash advance loan)