Merchant relationships & deal history
Connect business contacts, applications, conversations, past funding, and the next opportunity in one relationship record.
DataSquad / MCA & Business FinanceLess paperwork.
A BETTER DAY STARTS WITH A BETTER SYSTEM
Less paperwork.
More time for relationships.
The business finance CRM that keeps your merchant relationships, deal files, conversations, and funding progress in the same place. With your hound always keeping an eye on the next step.
Built for your industry. Ready for your business.Complete tools, with room for your preferences.Built for brokers, funders & merchantsYour team, connectedYour brand, your team
“You build the relationship. I’ll keep the whole deal in view.”
Built around mca & business finance.Broker shopsDirect fundersMerchant relationshipsFunding & renewals
ONE RELATIONSHIP, FROM APPLICATION TO RENEWAL
One connected operation.
Fewer loose ends.
Take a quick tour of the workday. See how the merchant, the file, and the next funding opportunity stay connected, with every detail in its place and the next step easier to find.
THE MERCHANT STARTS THE STORY
One application. A record to build on.
Bring business information, the funding request, and supporting documents together. Give the merchant a focused place to respond as the file moves.
- Business and contact information
- Applications, statements, and requested stipulations
- A merchant view of requests and progress
Harbor Auto’s next chapter
Working capital request · Illustrative record
- Application
- Received
- Business details
- Confirmed by merchant
- Bank statements
- Uploaded for review
- Next request
- Updated statement needed
THE BROKER BRINGS THE CONTEXT
Keep the relationship and the file together.
Organize leads, rep ownership, documents, conversations, and the submission plan in the Broker Suite. A useful handoff begins with a complete picture.
- A pipeline organized around the merchant
- Lead assignment and team ownership
- Document requests and submission readiness
Ready for the next handoff?
03Complete files
02Open requests
01To submit
Harbor AutoCurrent statement requested
PreparingCoastline SupplyFile reviewed by broker
ReadySummit ServicesMerchant questions to answer
Follow upA MORE INFORMED SUBMISSION
Put the file beside the funding criteria.
Connect participating broker shops and funders through consistent submissions. Lender criteria, products, eligibility, and the broker’s strategy shape the next handoff.
- Lender requirements beside the opportunity
- Submission status and requested information
- Relationship ownership stays clear
A clearer conversation with each partner.
Funding partner A
File submitted
Criteria and required documents reviewed
Funding partner B
Additional information
Updated statement requested
A submission begins a review. Each funding partner makes its own decision.
THE FUNDER OWNS THE DECISION
Give underwriting the context it needs.
Bring the application, statements, review notes, questions, and offer conditions into the Lender Suite. Your people remain responsible for underwriting and funding decisions.
- A connected Funding Desk
- Requested items and review notes
- Offers and conditions attached to the deal
The file, ready for a closer look.
- Application & statements
- Under review
- Open stipulation
- Merchant response received
- Underwriter
- Assigned reviewer
- Next action
- Review terms and prepare response
THE MERCHANT CAN FOLLOW THE PROGRESS
A visible path from offer to funded.
Keep offers, merchant responses, remaining conditions, and funding status connected. The merchant can see the next action while the broker and funder continue their work.
- Offers and merchant responses
- A clear list of outstanding conditions
- Funding status shared with the right people
Harbor Auto · A connected finish
- 01Offer receivedReady for merchant review
- 02Merchant responseRecorded with the deal
- 03Conditions completedReviewed by the funding team
- 04FundedFunding status updated
THE RELATIONSHIP CONTINUES
Stay connected beyond the funded deal.
Keep servicing conversations, file updates, renewal timing, and the next opportunity close to the merchant record. Your next conversation starts with the history intact.
- Prior funding and relationship context
- Renewal triggers and updated documents
- Broker, funder, and merchant re-engagement
A reason to stay in touch.
04Check-ins
02File updates
03Renewal reviews
Harbor AutoSchedule a business check-in
ConnectCoastline SupplyRequest an updated file
UpdateSummit ServicesReview the next opportunity
RenewShowing Apply once
MEET YOUR FAVORITE NEW COWORKER
A nose for
the next thing.
A missing statement? An offer waiting for a response? A merchant due a check-in? Capital Hound brings the follow-up into view so the important little things don’t get buried.
Worth a lookEXAMPLE QUEUE
02Files waiting on documentsSee what the team still needs to request.
03Offers needing a next stepKeep the merchant conversation moving.
04Relationships due a check-inStay close after the deal closes.
AI helps organize information, summarize conversations, and surface useful follow-ups. Your people bring the experience and make the decisions.
THE TOOLS BEHIND A BETTER-RUN BUSINESS
Your whole operation.
One connected workspace.
A comprehensive set of tools for business finance teams. Keep the customer, the work, the money, and the people who make it happen connected in one place.
01
Know the merchant
The merchant, the broker, and the funder move the same deal forward.
Applications & document collection
Give applications, bank statements, identification, and requested stipulations a clear place in the merchant file.
A merchant workspace with answers
Help merchants submit information, respond to requests, review offers, and follow the progress of their funding.
One file across the lifecycle
Carry the application and its supporting context through preparation, submissions, review, funding, and renewal.
02
Work the pipeline
Connected operations with distinct responsibilities at every handoff.
Broker pipeline & lead assignment
Organize the book, rep ownership, open stages, lead routing, and the next merchant conversation.
Lender criteria & submission routing
Connect the file to participating funding partners using their products, eligibility criteria, and submission requirements.
A focused underwriting workspace
Keep statement review, requested information, conditions, and review notes beside the deal. Funding decisions stay with the lender.
Offers & funding coordination
Bring partner responses, offer details, merchant decisions, open conditions, and funding status into view.
03
Move the deal. Build the relationship.
The ongoing relationship creates the next opportunity.
Renewal timing & re-engagement
Connect funded history, updated files, renewal triggers, and the next outreach to the merchant.
Broker-to-lender relationships
Help participating broker shops and funders work together through a consistent submission and review process.
Pipeline & team visibility
See where files sit, who owns the next step, what is waiting on a response, and which relationships need attention.
Clear status at each handoff
Keep requested, received, submitted, in-review, offered, and funded states understandable to the people involved.
04
Give your people better tools
Preserve each participant’s brand, permissions, and decision rights.
Separate roles & permissions
Brokers manage their book and submission strategy; funders set criteria and make decisions; merchants manage their information and responses.
A workspace within reach
Give brokers, funding teams, and merchants a focused way to keep up with their part of the deal on desktop and mobile.
Your business, represented
Use your branding, business details, and team access settings within a connected funding workflow.
AI assistance with human judgment
Use AI to help organize information, summarize conversations, and identify missing details. People review the sources, terms, and decisions.
DESIGNED AROUND THE PEOPLE DOING THE WORK
At the desk. On the move.
Right there with you.
Explore the perspective that matters to you.
Build your book. Move the right file forward.
Manage the merchant relationship, assign leads, prepare the file, choose a submission strategy, and stay close to the next opportunity.
Set your criteria. Keep your decisions.
Use a connected Funding Desk for incoming opportunities, underwriting, offers, funding, and renewals. Your team controls its products, criteria, and decisions.
Know where the file stands and what comes next.
Give the merchant a branded place to apply, provide documents, answer requests, review offers, and follow the funding relationship.
Desktop & mobile perspective Connected team context
Broker Suite
Build your book. Move the right file forward.
Your book & team
Lead ownership and next conversations
Your submission strategy
Partners, requirements, and responses
Your relationships
Funding history and renewals
Lender Suite
Set your criteria. Keep your decisions.
Your lender criteria
Products and eligibility requirements
Your Funding Desk
Files, questions, and conditions
Your decisions
Offers and funding status
Merchant Mini CRM
Know where the file stands and what comes next.
Your application
Business details and documents
Your next action
Requests, responses, and offer review
Your progress
From file received to funded
POWERED BY CAPITAL HOUND. RECOGNIZED AS YOU.
A complete platform.
A familiar fit.
Capital Hound brings a thoughtfully built system to business finance teams, with the tools and workflows for the day-to-day work already in place. Set up your branding, team access, and everyday preferences to make the workspace feel familiar.
Merchant records, deal stages, document requests, lender submissions, and renewal follow-ups are already connected in the platform.
- Industry tools, built in
- A connected workflow that carries the details from the first conversation to the next follow-up.
- Access for your team
- Set roles and permissions so people can reach the information they need.
- Your business identity
- Use your logo, colors, and contact details across the customer experience.
Your finance companyYOUR BUSINESS. CONNECTED.
Your logo, colors & business details
Industry workflows, already connected
Team roles & access settings
Everyday business preferences
Industry tools, ready to work. Your identity, right at home.A FEW THINGS WORTH KNOWING
Good questions.
Straight answers.
Get to know the Capital Hound approach to mca & business finance.
How do the three suites work together?
A broker prepares and places the file, a lender reviews it and makes funding decisions, and a merchant provides information and follows progress. Their work advances one connected deal, with permissions appropriate to each role.
Can we adjust it to our business preferences?
Yes. Capital Hound already includes a comprehensive workflow for business finance teams. Branding, team access, and everyday settings let you bring your preferences into that system. During a tour, we can walk through the available options with your team.
What does the merchant see?
A focused, branded workspace for the application, requested documents, messages, offers, and deal status. The merchant has a clearer view of what is needed and what happens next.
Who controls where a deal goes?
The broker controls its relationships and submission strategy. Participating lenders control their products, eligibility criteria, underwriting, offers, and funding decisions.
How does Capital Hound support renewals?
The funded deal becomes part of a continuing relationship. Keep prior funding, servicing context, updated documents, renewal timing, and outreach connected to the merchant.
Where does AI fit into the funding relationship?
AI can help summarize information, organize the file, and surface missing details or follow-ups. Your team reviews the sources, manages the relationship, and makes the decisions.
YOUR INDUSTRY. YOUR HOUND.
More time for the work.
A better handle on the business.
See how Capital Hound can bring the merchant, the file, and the next funding opportunity together in a connected platform built for your industry.