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

For MCA funders

Underwrite every broker submission the same way

Broker emails become applications, screened for revenue, fraud and stacking before an underwriter opens them.

Broker submissions
Harbor Freight #2via ISO · 4 PDFs
Approve
Summit Auto #1via ISO · 6 PDFs
Review
Lakeview Spa #1via ISO · 4 PDFs
Edited PDF
Gulf Coast #3Renewal
Compare

How it works

From broker email to decision

✉ ISO PartnersFwd: Harbor Freight
✉ Prime ISONew deal · 6 PDFs
✉ Metro CapitalLakeview Spa
3 applications created
1

Brokers email deals in

Each email becomes an application, or joins the one that broker already has open for the business.

True revenue$132,648 / mo
Fraud score16 · Low
MCA positions2 · 4.8%
Scorecard87 · B
2

Every file is screened

True revenue, scorecard, fraud and every open position, before anyone opens the deal.

Gulf Coast #3Routed to
DRDana R.Underwriter
DecisionApproved · $60,000
3

Your underwriter decides

The deal goes to the right person. Answer the broker with an offer, a decline or a document request.

Applications from brokers
Business nameFrom email
Amount requestedFrom email
4 PDFsAnalyzed

A broker inbox that files itself

Fields like Business name and Amount requested are read from the email. Brokers get a confirmation, never your analysis.

Intake log
Fwd: DocsAccepted
New dealDMARC fail
TestWrong sender

Spoofed emails stay out

Emails must be signed by the domain they come from. Every one is logged with the reason it was accepted or rejected.

Routing
Known businessIts underwriter
New businessIntake team

The right underwriter

Deals go to whoever owns the merchant. New ones go to your intake team.

Decide with evidence

Fraud and stacking checked first

  • ✓PDF forensics and ClearStaqAI on every statement
  • ✓Every open advance and its debt-to-revenue
  • ✓Declared revenue compared with the statements
See stacking detection
Gulf Coast Oilfield · #3
True revenue / mo$132,648
Positions2 · 4.8% withhold
Fraud score16 · Low
vs. #2+8% revenue

Fraud

Edited statements, caught with evidence

Each finding names the exact problem, like fonts that change inside a column. ClearStaqAI adds a visual check against real bank templates.

See fraud detection
Metadata fraud factors3 suspicious
Different fonts in same columnWeight 6
Different font sizes in same columnWeight 6
Inconsistent text operatorsWeight 4

Answer brokers

Send decisions back the way brokers want them

Reply to a broker's send with offers, a decline or a document request. If they use ClearStaq, your answer lands on their application automatically.

POST /api/v1/partner-responses
{ "decision": "approve",
  "offers": [{ "funded_amount": 60000,
    "factor_rate": 1.32, "term_months": 8,
    "payment_frequency": "daily" }] }

FAQ

Funder questions

Do brokers see my analysis?

No. Brokers get a confirmation that their application arrived. Your analysis stays with your team.

Which plan includes the broker inbox?

Deal-flow Plus. It adds the lender side: applications from brokers by email and decisions back to them.

Can I compare a renewal with the last deal?

Yes. Each business keeps every application, and you can compare them side by side.

Does it work with our CRM?

Salesforce works both ways. Anything else connects through the API, webhooks or Zapier.

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.