Easify — MCA Underwriting

Easify in your CRM: upload statements and applications, underwrite the deal, run background checks, match lenders and submit.

Easify underwrites a merchant cash advance deal end to end — statements, application, background checks, lender matching and submission — while you stay in the CRM or inbox you already work in. TAG AND UPLOAD Easify marks every PDF on the page you are on — CRM attachments, Gmail and Outlook attachments, links whose text is a file name, embedded viewers — so you can pick the statements and the application and send them for analysis in one click. No downloading and re-uploading. READ, NOT GUESSED Statements are parsed by bank-specific parsers, and every statement is checked against its own printed balances. Anything that does not tie is flagged for review rather than quietly averaged into the result. APPLICATIONS AND BACKGROUND CHECKS Tag a file as the financing application and Easify reads the merchant's details from it. From there, run DataMerch, consumer credit, business credit and PACER court-record checks — each one a separate button with its price on it, run only when you confirm. THE UNDERWRITING VIEW Average monthly deposits and true revenue, average daily balance, NSFs, negative days, month-by-month trend, and the MCA positions found in the statements with lender names, payment cadence and monthly burden. YOUR LENDER PANEL Add the funders you actually submit to, with the rules each one applies — minimum deposits, NSFs, open positions, FICO, time in business, states and industries they will not fund. Every deal is scored against your panel, with the reason a lender qualified or declined, and any rule that could not be checked shown as unchecked rather than counted as a pass. SUBMIT Pick the lenders that qualify and send the statements plus a summary, from your own Gmail or from Easify. Every submission is recorded — what went, and to whom. Requires an Easify account (easify.net).