Plans from $99/month. True revenue, positions, and 27 fraud signals included.
Every deal, from first lead to funded
Pipeline, client portal, partners and offers, built on top of your ClearStaq analysis. One desk for the whole team.
How it works
Three moves, one record
Every document, signature, offer and note stays on the application it belongs to.
Deals come in
From your client portal, email, Salesforce or the API. Each lands on the right business as #1, #2, #3.
Your team works them
Statements are analyzed on arrival. Request missing documents, collect signatures, leave notes.
Send, choose, close
Send to your partners, compare their offers, then mark the application funded or lost.
Run the whole desk in one place
Businesses, not loose files
One record per merchant with owners, history and every application. Duplicates are flagged so you can merge them.
A work queue, not an inbox
The dashboard shows only what's waiting on your team: offers, document requests, partner emails, failed sends.
Routing and access
New applications go to the assigned rep. Everyone sees only the businesses they can open.
Pipeline
Know where every deal stands
Each application moves through the same stages, so anyone on the team can pick it up. True revenue sits right in the list.
Renewals
Compare a merchant's applications side by side
When application #3 comes in, put it next to #1 and #2: revenue, balances, positions and fraud score over time. Renewals take minutes.
| #1 · Feb | #2 · Jun | #3 · Oct | |
|---|---|---|---|
| True revenue / mo | $71,200 | $79,900 | $88,577 |
| Avg. daily balance | $29,410 | $33,020 | $38,148 |
| MCA positions | 1 | 2 | 2 |
| Fraud score | 12 | 14 | 16 |
Team
Built for a desk, not a single user
Invite your team, set who reports to whom, and decide who can touch billing, branding, integrations or merges.
- ✓Owner, admin and member roles
- ✓Managers see their reps' deals
- ✓Every change recorded in the history
| Name | Role | Billing | Merge |
|---|---|---|---|
| Dana R. | Owner | Yes | Yes |
| Marco T. | Admin | No | Yes |
| Priya S. | Member | No | No |
Pricing
Add Deal-flow to any analysis plan
Deal-flow
$399/month
- ✓Applications from first lead to funded
- ✓Client portal with your logo and e-signatures
- ✓Partners by email, API or link, with their offers
- ✓Applications API and webhooks
Deal-flow Plus
$799/month
- ✓Everything in Deal-flow
- ✓Your own portal domain, form, emails and document types
- ✓Applications from brokers by email, decisions back to them
- ✓More email and API volume
Billed on top of your analysis plan. Yearly saves 25%. Guided setup is $499 once, included with Deal-flow Plus paid yearly.
FAQ
Deal-flow questions
Do I need Deal-flow to use ClearStaq?
No. Statement analysis, fraud checks and MCA positions work on any plan. Deal-flow adds the pipeline, portal and partners on top.
What does guided setup include?
We set up your portal, form and partners and bring in your data. It's $499 once, or included with Deal-flow Plus paid yearly.
What happens when a deal is funded?
Your team marks it funded or lost. The application closes and the next documents for that business open a new one.
Does it work with Salesforce?
Yes. Applications can come in from Salesforce and results go back to the record.
Do my partners need an account?
No. Partners answer by email, or through a response key you give them. They never need to log in.
How many users can I add?
As many as you need. Every plan includes unlimited users.