Run Your Merchant Funding Business on One Platform
Submit to lenders without leaving SwitchBox
Connected directly via API — submit deals, pull offers, and sync statuses in real time.
Portal Submissions
Submit deals to lender portals in one click — no more manual data entry.
Real-Time Sync
Approval status, offers, and updates pulled back automatically.
Multi-Lender Blast
Send one deal to multiple lenders simultaneously.
Offer Tracking
Compare offers side-by-side and track deal progress end to end.
Features
Everything you need to close more deals
From deal intake to funding, SwitchBox gives you complete control over your merchant funding operations.
Deal Pipeline Management
Visual Kanban-style pipeline to track every deal from intake through funding. Never lose sight of where a deal stands.
Lender Marketplace
Submit deals to multiple lenders instantly. Access a curated network of funding sources matched to your deal criteria.
Underwriting Workflow
Centralized document management and approval workflows. Streamline your underwriting process from start to finish.
Real-Time Communication
Notes, team collaboration, and deal activity timelines. Keep every stakeholder in sync with live updates.
Smart Analytics
Track submissions, approvals, revenue, and performance. Data-driven insights to optimize your funding business.
Built-in Phone System
Make calls, send SMS, and track conversations directly from the platform. Never switch between apps again.
Your complete deal command center
See every deal at a glance. Drag and drop between stages, track statuses, and manage your entire pipeline with surgical precision.
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Visual Kanban board with drag-and-drop
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Automated status updates and notifications
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Custom deal stages and workflows
Submit to lenders in seconds
Match deals to the right lenders, submit with one click, and track every response in real-time. No more spreadsheet chaos.
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One-click multi-lender submissions
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Real-time lender response tracking
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Intelligent lender matching engine
Data that drives decisions
Revenue trends, approval rates, team performance — everything you need to optimize your funding business in one dashboard.
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Custom reports and dashboards
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Revenue and commission tracking
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Team performance leaderboards
How It Works
From deal to funding in minutes
A streamlined workflow that eliminates friction at every step.
Import or Create Deals
Add deals manually or import from your existing sources. Auto-capture key business data.
Submit to Lenders
Match deals to lenders based on criteria. Submit to multiple lenders with one click.
Track Approvals
Monitor every submission in real-time. Get instant notifications on approvals and counter-offers.
Manage Full Lifecycle
From funded to renewal, manage commissions, documents, and relationships all in one place.
Why SwitchBox
Stop juggling spreadsheets. Start closing deals.
Outdated CRMs and spreadsheets weren't built for merchant funding. SwitchBox is.
Faster Deal Processing
Reduce time from application to funding by 60% with automated workflows and instant submissions.
Better Lender Relationships
Smart matching ensures you send the right deals to the right lenders every time.
Centralized Operations
One platform for deals, documents, communications, and analytics. No more app switching.
Full Visibility
Real-time dashboards give you complete oversight of your entire operation.
- Deals lost in spreadsheets
- Manual lender submissions
- No visibility into pipeline
- Scattered communication
- Hours wasted on admin tasks
- Visual pipeline for every deal
- One-click multi-lender submissions
- Real-time analytics and reporting
- Centralized team communication
- Automated workflows save hours daily
Security
Enterprise-grade security you can trust
Your data security is our top priority. We employ industry-leading measures to protect sensitive financial information.
Secure Infrastructure
SOC 2 compliant hosting with enterprise-grade cloud infrastructure.
Role-Based Access
Granular permissions ensure team members only access what they need.
Data Encryption
256-bit encryption at rest and in transit. Your data is always protected.
99.9% Uptime
Reliable infrastructure with redundancy and automatic failover built in.
Pricing
Choose your Desk
Pick the tier that matches how your team operates today — upgrade anytime.
Operator Desk
Structure your workflow.
- Deals OS (core pipeline)
- Contacts & activity tracking
- Basic submissions
- Light reporting
- Add-ons available (Forms, AI tools)
Closer Desk
Run a real funding operation.
Everything you need to operate — no add-ons required.
- Full Deals OS
- Full Contact Center (calling, SMS, email)
- Deal versions & submissions tracking
- Funded deal workflow
- Team dashboards
- Add SwitchBox Forms (billed separately)
Power Desk
Scale with automation and intelligence.
- Everything in Closer Desk
- Automation builder
- AI Brain + Power Pack tools
- Advanced lender engine
- Leaderboards & deep analytics
- Add SwitchBox Forms (billed separately)
Testimonials
Loved by funding professionals
"SwitchBox completely transformed how we manage deals. We went from losing track of submissions in spreadsheets to having full visibility across our entire pipeline."
"The lender submission feature alone saved us 20+ hours per week. Being able to submit to multiple lenders with one click is a game-changer for our team."
"We tried every CRM on the market. None of them understood the MCA workflow like SwitchBox does. It's built by people who truly know this industry."
Your deals, in your pocket
Stay connected to your pipeline from anywhere. The SwitchBox mobile app gives you full access to deals, submissions, and real-time notifications — right from your phone.
Scan the QR code or search "SwitchBox" in your app store
Ready to modernize your
funding workflow?
Join hundreds of MCA brokers and funding companies already using SwitchBox to close more deals, faster.
No credit card required · Free 14-day trial · Cancel anytime