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Plans from $99/month. True revenue, positions, and 27 fraud signals included.

Partners & offers · New

Send to every partner. Compare every offer.

Send a deal by email, API or link. Offers, declines and document requests come back to the application, even when a funder just replies by email.

Harbor Freight Logistics · #2 · Partners
Funder A$60,000 · 1.32 · 8 mo
Approved
Funder B$50,000 · 1.29 · 6 mo
Approved
Funder CAsked for 2 documents
Documents
Funder DToo many positions
Declined

How it works

From send to selected offer

Harbor Freight #2Package ready
Funder AFunder BFunder C
1

Send

Pick your partners and send the package: statements, analysis and the signed application.

EmailAPILink
Funder AApproved
Funder BApproved
Funder CDocuments
Funder DDeclined
2

Partners answer

Approve with offers, decline with a reason, ask for documents, or mark it funded.

ApproveDeclineDocuments
Funder A$60,000 · 1.32 · 8 mo
Funder B$50,000 · 1.29 · 6 mo
Offer selected ✓
3

Choose

Compare offers on one screen and select the best. The application moves to Offer selected.

CompareSelect

Partners answer however they like

Offers address
Matched to the sendAuto

By email

Partner replies land on the right application. Anything we can't match waits in Emails to match.

POST /api/v1/partner-responses
{ "decision": "approve",
  "offers": [{ "funded_amount": 50000,
    "factor_rate": 1.35 }] }

By API

Give each partner a response key. Their system posts offers straight back to you.

Needs attention
Offers to review3
Sends that failed1
Partners asking for docs1

Nothing slips

Failed sends and partner document requests stay in your queue until handled.

Compare

Every offer in the same shape

Amount, factor rate, term and payment frequency, side by side. No more digging through email threads.

Offers2 of 4
PartnerAmountFactorTermPay
Funder A$60,0001.328 moDaily
Funder B$50,0001.296 moWeekly
Offer selected ✓

Document requests

A partner asks for more. The merchant gets the request.

When a funder wants another statement or a voided check, ask the merchant from the same screen. Their upload goes back on the application.

Funder C asked for
October bank statementRequested
Voided checkReceived
Sent to merchantVia your portal

FAQ

Partners & offers questions

Do my partners need to log in?

No. They answer by email, or through a response key you give them in their partner profile.

What if a funder replies from a new thread?

Matched replies go to the application. Anything we can't match waits in Emails to match for you to place.

Are emails from outside my team checked?

Yes. Emails from outside your team must be signed (DKIM) by the domain they come from.

Does capturing offers use credits?

No. Offers and partner emails never use credits.

Plans from $99/month

Take back your time and automate loan underwriting

Join the lending teams using ClearStaq to parse statements, catch fraud, and verify income, all in under 5 seconds.

True revenue, positions, and 27 fraud signals included.