DealTitan connects merchant intake, document intelligence, underwriting support, funder communication, approvals, funding, commissions and renewals—without forcing your team across disconnected tools.
Choose a workflow on the left to explore DealTitan.
Create merchants faster while keeping the original evidence, reviewed information and generated documents together.
Read text-based and scanned applications, review extracted fields and preserve the original file.
Create a new merchant or copy reviewed information into an existing record, with broker assignment and renewal marking.
Keep applications, statements and supporting documents on the deal instead of scattered across inboxes and desktops.
Turn bank statements and deal documents into structured observations your team can review, keep internal or selectively share.
Detect statement periods, flag missing or uncertain months and keep coverage tied to the deal.
Surface deposits, negative-day observations, recurring payments, existing MCA positions and potential funding wires.
Save the completed scrub into an obvious deal summary and choose exactly which sections can be shared with funders.
Build, preview and track funder submissions from one vertical workflow designed for speed and accountability.
Move completed applications into a focused queue and see missing requirements before the submission screen.
Select all eligible funders, scroll through one clear list and resubmit with an explicit confirmation.
Review recipients, subject, message, attachments, watermarks and chosen underwriting notes before sending.
Use statement evidence to warn or block submission to a funder already present in the deal.
Send and receive funder email from the CRM while preserving multiple replies in the correct deal thread.
Flag approvals, declines and stipulations so the response itself—not just “response received”—is visible.
Keep offers, commissions, confirmed funding and renewal timing connected to the same merchant record.
Compare funder terms, broker-entered commission and estimated economics on every deal.
Capture approval amount, payment, term, fee, conditions, contracts and merchant acceptance.
Separate evidence-backed funded deals from ordinary stage labels and give them a dedicated workspace.
Track company and rep commissions, payout records and progress toward funded and commission goals.
Monitor performing deals, renewal calls, missing payments and defaults with eligibility tied to funded records.
Surface funded production, estimated spread, payout status and team performance without mixing operational records.
Give owners, administrators, reps and external brokers the visibility they need without exposing information they should not see.
Assigned deals, approvals, terms, payouts and commissions with role-appropriate visibility and hidden funder identities where required.
Bring unanswered replies, missing documents, renewal calls and other next actions into one operating queue.
Guide users through the CRM, explain screens and surface operational answers without leaving DealTitan.
Custom colors, clean navigation, brokerage identity and document watermark settings.
Reconcile deals, documents, submissions, offers and funded evidence with honest source-to-live coverage reporting.
Email today, with secure paths for SMS, VoIP, payment billing and future provider connections.
The real advantage is not the number of tools. It is that every application, statement, submission, reply, approval, document, commission and renewal signal can resolve back to the same merchant and deal.
Merchant, deal, pipeline, submission, funded and renewal workflows are represented in the current DealTitan product line.
OCR, underwriting intelligence and response extraction require continued testing across real-world documents and messages.
Email, billing, messaging and calling features require the brokerage to authorize each outside provider separately.
Start with the primary owner or administrator, then add exactly the number of DealTitan users your brokerage needs.
per month · includes one primary owner or administrator
$4,560 annually when paid upfront — a 5% discount.
per user, per month · add only the seats your team needs
$2,280 annually per user when paid upfront — a 5% discount.
Start with your brokerage profile, choose the workflow that matters most and prepare a DealTitan workspace around your team.