Vantage · The CRM for MCA offices

Your whole office.
One vantage point.

Vantage reads the bank statements, scores the leverage, sends the offers and tracks every advance through to renewal. One system, on every screen, for every rep.

Try the live demo Request early access
Live demo. Click anything. Every business, lender and figure is sample data.
vantage.express.fund / homeSample data
1file per client, every advance grouped by EIN
4leverage bands, readable before you dial
50%paid fires the renewal alert to the rep and team
0arithmetic left to AI. The math runs in code.

Statement analysis

Reads every statement, so your team doesn't have to.

Deposits and trendMonthly totals pulled from each statement, scanned PDFs included, even several months in one file.
Positions and lendersLender names, number of positions, payment size and the most recent funding.
Stacking and missed paymentsFundings that land close together and payments that bounce are flagged on the file.
TraceableEvery value links back to its source document. Human corrections are kept in an audit trail.

Leverage

Know who is worth the call before you dial.

Every lead carries a monthly-remit label. Platform financing from PayPal, Square, DoorDash and similar sits in its own category, so you see leverage with and without it. Move the sliders.

Monthly remit

0%
0 to 20%21 to 40%41 to 50%Over 50%

Also inside

The rest of the office, handled.

Lead packs in, minutes later.

Upload the CSV with the zip of per-lead folders. Statements attach to the right lead even when folder names don't match exactly. Big deals are analyzed automatically; the rest wait for a click.

leads.csv112 rows
statements.zip412 files attached
$100K+ revenueAuto-analyzed

Everyone sees their lane.

Deals are compartmentalized by role. New leads stay with Admins until assigned, and reps never see override details.

AdminEvery deal
Team leaderOwn and team
BrokerOwn deals
ViewerRead-only

A portal your merchants use.

Merchants sign up, apply for specific products, upload statements, ID and tax returns, and review their offers. Sign-in with passkeys.

ApplyBy product
DocumentsSecure upload
Sign-inPasskeys

Mobile

The office in your pocket.

A full mobile layout with a bottom tab bar, built for reps who work from the car, the floor and the couch. Tap the tabs.

  • Home scoreboard and Needs Attention, cleared with one tap
  • Leads with their leverage label right beside the name
  • Client files with a balance donut and the advance ledger
  • Offer links you can text from your own phone

Compare

Manual underwriting versus Vantage.

Manual

Reading statementsOpen every PDF and total the deposits by hand.
Finding positionsScan the transactions and guess which debits are advances.
Stacking and missed paymentsEasy to miss, buried in pages of transactions.
The mathSpreadsheets and copy-paste.
CorrectionsOverwritten, with no record of what changed.
SubmittingRetype the same details into every lender's form.
RenewalsA reminder somewhere, maybe.

With Vantage

Reading statementsAttached on import. One click reads them, scanned PDFs included.
Finding positionsLender names, number of positions and most recent funding, listed.
Stacking and missed paymentsDetected and flagged on the file.
The mathCalculated in code, never by AI. Unknown values are never guessed.
CorrectionsOriginal output preserved. Human corrections are audited.
SubmittingOwner and business details live on the file, ready to recall.
RenewalsAlert to the rep, team leader and admins at 50% paid.

Tech specs

Built on Cloudflare.

Vantage runs entirely on Cloudflare's global network, so every office gets a fast, isolated deployment under its own brand.

Workers app and API D1 database Workers AI fallback reading Static assets front end Custom domains per office Claude API statement reading
PipelineLead, Deal, Client. A lead becomes a deal on its first lender submission, and a client the day it funds.
Statement readingAI reading of digital and scanned statements, including several months in one PDF. All arithmetic runs in code.
DetectionOpen positions, lender names, most recent funding, stacking, missed payments, and platform financing kept apart.
OffersSingle or bulk offer links with ranges for term, factor and remit. Each offer editable afterward. Alerts when a client opens or accepts.
Client filesGrouped by EIN. Advances ledger with computed payment schedules, funded and first-payment dates, and a running balance.
CommissionsPer-rep payout, team-leader overrides, split deals, lender commissions owed and paid, and a per-broker report.
AccessAdmin, Team leader, Broker and Viewer roles. Passkey sign-in for the merchant portal.
DataImport from your old CRM as leads or deals. Export everything whenever you want.

Early access

Bring Vantage to your office.

We are onboarding a small group of MCA offices for the first pilots, each white-labeled to its own brand.

Request early access Back to the demo
Or write to team@express.fund