Efficient Underwriting

OrgMeter’s CRM seamlessly integrates with industry-leading tools such as Experian for credit score checks, Thomson Reuters Clear, Plaid, and Decision Logic.

Efficient Underwriting by OrgMeter

Optimized Underwriting Process

OrgMeter prides itself on delivering an unparalleled underwriting experience that is both efficient and effective. OrgMeter’s CRM seamlessly integrates with industry-leading tools such as Experian for credit score checks, Thomson Reuters Clear, Plaid, and Decision Logic. These integrations allow underwriters to access crucial information directly within the platform, eliminating the need to navigate multiple underwriting tools. This comprehensive access to real-time data simplifies and accelerates the underwriting process, enabling funders to make informed decisions quickly.

Automated MCA Workflows for Underwriters

Underwriters working for funders can create custom workflows within OrgMeter to automate the approval process, making their tasks easier and faster. The platforms integrations and workflow automation capabilities streamline complex underwriting tasks, allowing underwriters to focus on higher-value activities. With OrgMeter, underwriters can easily set up workflows that manage the entire underwriting process, from initial application to final approval, ensuring a smooth and consistent experience.

Deal Approval Recommendations

OrgMeters Lending Wizard feature enhances the the underwriting process by providing quick approval recommendations. For example, based on the criteria entered, the Lending Wizard may categorize deals as A, B, or C, significantly reducing the back-and-forth communication between funders and ISOs. Deal recommendations help underwriters speed up the decision- making process for deal approvals.

Competitive Advantage Through Speed & Transparency

In the fast-paced world of Merchant Cash Advances (MCA), the ability to quickly respond to ISOs is crucial. OrgMeter enables funders to demonstrate their commitment to speed and transparency, creating a significant competitive advantage. The platform allows funders to process deals rapidly and transparently, fostering trust and confidence among all stakeholders. By streamlining the underwriting process, OrgMeter helps funders build stronger relationships with their ISOs and syndicators, driving business growth.

Maximum Productivity, Minimal Effort

OrgMeter stands out from competitors by offering more streamlined integrations and prebuilt workflows than any other leading MCA CRM. The modern, fast, and user-intuitive dashboards, developed with user feedback, are not only provide integral deal information and business intelligence insights but are also incredibly easy setup and use. This combination of advanced technology and user-centric design ensures that funders can manage underwriting tasks with minimal effort, delivering better results in less time. With OrgMeter, funders gain a powerful tool to streamline operations and set them apart in the competitive MCA landscape.

Start a Free Trial

Begin Scaling Your MCAs Today!

Book a Demo