Deal intake software for MCA and small business funders

Why intake is where deals get lost

For most small funders, deal intake is the least structured part of the process: an email comes in, someone manually enters data into a spreadsheet, and the attached documents get saved to a folder — if they get saved at all. That process breaks at volume. Deals wait while someone finds the missing bank statements. Duplicate submissions go unnoticed. Brokers do not know where their deal stands.

Hadrian's intake workflow creates a case at submission. The intake form captures required fields — business name, industry, monthly revenue, requested amount — and the document collection step requires attachments before the case advances. The funder's team sees a structured queue, not an inbox.

Configurable intake for your deal type

MCA intake looks different from equipment finance intake, and both look different from bridge loan intake. Hadrian's intake forms are operator-configured: you define the fields, the required documents, and the initial routing rules for your deal type. A MCA funder can require three months of bank statements at submission; an equipment finance company can require the vendor invoice and equipment description.

Broker and ISO submission portals can be configured as separate intake channels, with broker attribution captured in the case record and submission confirmations sent automatically.

From intake to audit-ready case record

Every submission through Hadrian's intake workflow creates a permanent case record immediately. The submission timestamp, submitted data, and attached documents are written to the audit ledger at intake — before any human review begins. That means the case record is complete from the first moment, not reconstructed later.

Brokers and applicants can receive automated status updates as the case advances through review stages, reducing inbound status calls to your team. The case record holds the complete communication and review history from intake through decision.

FAQ

Deal Intake Software for Funders — common questions

Related