For ISOs and brokers
For ISOs and brokers: underwrite, match and submit MCA deals
Easify lets MCA ISOs and brokers see a deal the way a funder will before it goes out. Statements are balanced to their printed totals, true revenue and existing positions are calculated, and background checks run against Secretary of State, court records and DataMerch. You then match the deal to lenders and submit it with a funder-ready PDF report.
No credit card required · Free plan: 20 analyses a month · All plans
Before you submit
Bluebird Bakery LLC
- StatementsBalanced · 3 of 3
- Avg monthly true revenue$48,240.20July includes $1,180.00 unverified (2 deposits)
- Positions2 active · 1 agedNorthwind Funding (daily $389.00) · Copperline Capital (weekly $1,250.00)
- NSF · negative days1 · 3Both in July 2026
Background checks
- Secretary of StateActive on the register
- Court records1 judgment · review
- DataMerchNo reports
From statement to submission
How a deal moves through Easify
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Upload
Drop the PDFs from the merchant's email, or from inside your CRM.
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Balanced analysis
True revenue, positions by lender, NSFs and negative days, tied to the statement.
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Background checks
SOS, court records and DataMerch on the same deal.
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Lender match
Matched against the lenders you work with, each with its reason.
In the Chrome extension and API today
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Submit
You choose who receives it; the funder-ready PDF goes with it.
In the Chrome extension and API today
A declined deal costs you twice
Know the deal before the funder does
A merchant cash advance (MCA) deal that comes back declined costs you time and credibility with the funder. Easify shows you what the funder will see before you submit it:
- Statements balanced to their printed totals and running balance, with any non-reconciling file flagged
- True revenue, excluding MCA funding, transfers and owner injections
- Existing positions by lender name (how stacking is detected)
- NSFs, negative days and average daily balance, month by month (bank statement analysis)
- Fraud flags: documents that contradict themselves, duplicate uploads, suspicious deposits
If something is wrong with the file, you find out first.
Caught before submission
Harbor & Pine Plumbing Co
- May 2026Balanced
- June 2026Not balancedExtracted rows end at $6,214.90; the statement prints $6,914.90. Ask for a clearer copy.
- June 2026 (second file)Duplicate monthSame statement uploaded twice.
No second tab, no re-keying
Background checks in the same file
Run the checks funders will run anyway, without leaving the deal:
- Secretary of State: confirm the business entity
- Court records: look for litigation and judgments
- DataMerch: check the merchant against the industry database
Background checks
Bluebird Bakery LLC
- Secretary of StateActive on the registerNew York LLC · formed Feb 2019 · registered agent on file
- Court records1 judgment · reviewCivil judgment, 2024, $8,400.00 · satisfied
- DataMerchNo reports
Stop blasting the whole list
Lender matching
Easify matches the deal against the lenders you work with, using the analyzed numbers, so you submit to funders likely to take the deal instead of blasting the whole list.
Your lender panel · 3 of 14 shown
Matches for Bluebird Bakery LLC
- Northwind FundingMatchRevenue, position count and state all inside the box
- Meridian Bay CapitalNear missNeeds 12 months in business; merchant has 10
- Bluegate AdvanceExcludedAlready holds a position on this merchant
Fewer "send me the bank statements again"
Submission with a funder-ready report
Submit from Easify with a funder-ready PDF report attached. Funders get a consistent package with the numbers already worked out, and you get fewer back-and-forth questions.
Review before sending
Send Bluebird Bakery LLC to 2 lenders
- RecipientsNorthwind Funding, Copperline Capital
- AttachedFunder-ready PDF report
Stay in the tool you already use
Work from your CRM
The Easify Chrome extension works inside Salesforce, Zoho, HighLevel and LendSaaS, and has a launcher for any other CRM or portal. You can upload a statement, underwrite, run background checks, match lenders and submit from the page you already have open.
Try it on a live deal
Start on the free plan
The free plan includes 20 analyses a month, with no card needed to start. Upload one of your current deals and see the analysis yourself.
New to the numbers funders use? Read how to analyze bank statements for an MCA and the MCA underwriting glossary. Curious what funders get on their side? See Easify for funders, or the whole MCA underwriting platform.
FAQ
How does Easify help MCA brokers and ISOs?
It analyzes the merchant's bank statements the way a funder will, runs background checks, matches the deal to suitable lenders and submits it with a funder-ready report. You find problems before the funder does.
What background checks are included?
Secretary of State business lookups, court record searches and DataMerch checks, all attached to the same deal as the statement analysis.
How does lender matching work?
Easify compares the analyzed deal against the lenders you work with, so you can submit to the funders most likely to take it. You choose who receives the submission.
Can I see existing MCA positions before submitting?
Yes. Existing positions are listed by lender name from the bank statements, and MCA funding is excluded from true revenue.
Can I use Easify from my CRM?
Yes. The Chrome extension has native panels for Salesforce, Zoho, HighLevel and LendSaaS, and a launcher for other CRMs and portals.
How much does it cost to start?
The free plan includes 20 analyses a month. Paid plans are listed on the pricing section of the homepage.