01
Application and OCR intake
Import applications, review extracted fields, preserve sensitive information and create a consistent DealTitan application.
The operating system for modern MCA teams.
DealTitan brings deal intake, document intelligence, submissions, funder replies, commissions and renewals into one focused workspace.
This private preview uses illustrative data. Production access and claims require final verification.
DEAL TITANDemo Brokerage · Admin
One connected platform
Everything a brokerage needs—without the clutter.
Designed around the actual life of a deal: collect, review, submit, negotiate, fund and renew. Every important action remains attached to the merchant record.
02
Automatic statement scrub
Review three-month coverage, deposit categories, negative observations, recurring positions and evidence-based funding wires.
03
Submission command center
Select funders, prevent confirmed position conflicts, preview packages, watermark documents and schedule sends.
04
Funder response intelligence
Keep email threads on the deal and surface approvals, declines, stipulations, requested documents and multiple replies.
05
Funding and renewal control
Separate confirmed funding evidence from stage labels, monitor performance and move qualified deals into renewal timing.
06
Goals, commissions and visibility
Track company and rep goals, approval economics, payout records and role-appropriate broker views.
The DealTitan workflow
From first document to the next renewal.
01
Capture
Create the merchant, import an application and request missing documents.
02
Underwrite
Scrub statements, review evidence and choose what findings can be shared.
03
Submit
Choose eligible funders, preview exact emails and send separate packages.
04
Close
Track approvals, stipulations, contracts, final review and confirmed funding.
05
Renew
Monitor funded performance, renewal eligibility, missing payments and defaults.
New account setup
Build your DealTitan workspace.
A guided setup captures your brokerage profile, workflow, administrator and subscription preference.
Step 1 of 4 · Brokerage profile
Retail-ready foundation
One product. Strictly separated brokerages.
Demo Brokerage is the first tenant—not part of the product’s shared data. Production architecture will keep every brokerage, document, user and integration isolated.
✓Tenant-separated records and files
✓Role-based permissions and audit history
✓Encrypted connections and managed secrets
✓Verified backups and migration reconciliation
✓Custom branding, colors and watermarks
Run the brokerage from one screen.
DealTitan is being prepared first for Demo Brokerage, with a product foundation designed for future brokerage accounts.
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