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Client reviews
Example reviews showing how each data type is typically put to work, from same-day calling to in-house underwriting.
“We run a six-person ISO and live on speed to contact. The fresh records came in within a couple of hours of the inquiry, and the phone numbers actually connected to the owner. Our reps were talking to merchants the same day they applied somewhere else, and we closed more first-position deals than with our last vendor.”ISO owner · Florida
“Aged data is our budget play. We loaded 1,000 records into an email and SMS drip, and a steady share of merchants came back months after their first inquiry because they still needed capital. For the cost, it keeps our pipeline full between fresh batches.”Independent MCA broker · Texas
“Full submissions save our underwriters hours. Each file had the application and bank statements, so we could run the numbers and send offers without chasing the merchant for documents. Fewer touches, faster offers, and more files that actually funded.”Direct funder, underwriting manager · New York
“We only fund certain industries in the Southeast, so the targeting filters were the selling point. They pulled records by state, monthly revenue and industry, and almost nothing in the batch fell outside our box. Our reps stopped wasting dials on files we would never approve.”Syndicating funder, sales director · Georgia
“We focus on trucking and transportation. Asking for aged records filtered to that industry gave us merchants who already understood how an advance works. Our renewal-style pitch fit them, and the cost per funded deal came in well under what we pay for fresh data.”Broker shop owner · Ohio
“Getting submissions delivered right into our CRM was the difference. No downloading and re-uploading, no lost attachments. Files land in the queue with the statements attached, and our processors start working them in minutes.”ISO operations manager · California
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