Plans from $99/month. True revenue, positions, and 27 fraud signals included.
Your own funding portal
Merchants apply, upload their documents and sign on your domain. Statements are analyzed the moment they land.
Apply for funding with Bayside
About 10 minutes. No account or password needed.
The merchant's side
Four steps, about ten minutes
No account, no password. A 6-digit code confirms their email and progress saves as they go.
Business
Legal name, DBA, EIN, industry and address.
Owners
One or two owners, with title and ownership.
Documents
Bank statements and the documents you ask for.
Review & sign
Every owner signs. You get the signed application PDF.
Yours, down to the email address
Your subdomain
Add two DNS records. We check every 5 minutes and turn on HTTPS for you.
Emails from your domain
Every portal email comes from you, with your logo, subject lines and wording.
Your application form
Add, reorder and require fields across up to 12 steps. Publish when it's ready.
Documents
Ask for the right documents, and get them
Set what every business owes you, with limits and a note to the merchant. Change it per business when a deal needs more.
- ✓Bank statements analyzed automatically on upload
- ✓Files wait safely if you're out of credits, and your team is told
- ✓Send a document request any time
| Document | Limits | Required |
|---|---|---|
| Bank statements | 4 to 50 | Always |
| Tax returns | Up to 3 | Optional |
| Driver's license | Up to 10 | Optional |
| Voided check | Up to 10 | Optional |
Every stip you ask for, ready to go
Twelve standard document types, plus any of your own.
Signatures & follow-ups
Every owner signs. Nobody chases.
Owner 2 gets the request after Owner 1 signs. Merchants who stall get a reminder after 24 hours. If they edit the application, signatures reset and a new PDF is made.
Routing
New applications reach the right rep
If the business already has a rep, it goes to them. New businesses go to your intake list, with access granted automatically.
FAQ
Client portal questions
Do merchants need an account?
No. They enter their email, confirm a 6-digit code, and their progress saves automatically.
Can I use my own domain?
Yes, any subdomain of your site, like apply.yourfunding.com, with Deal-flow Plus. Your ClearStaq address keeps working too.
Which plan includes the portal?
Deal-flow includes the portal with your logo and colors. Deal-flow Plus adds your own domain, form, emails and document types.
Can I change the form later?
Yes. Edits stay in draft until you publish. Applications already in progress keep the form they started with.
What if I run out of credits?
Uploaded files are stored safely and your team is notified. Analysis runs once credits are available.
Is the merchant's data protected?
Details are encrypted and shared only with your team. SSNs are never shown back through the API.