Big Tuna Blog
Practical notes on running a faster funding operation.
No generic software talk. Just clean breakdowns on intake, document analysis, submissions, CRM automation, and the pieces that slow finance teams down.
Best MCA Broker Software: What Actually Matters
The best MCA broker software should help your team collect cleaner files, analyze packages faster, and submit deals without burying reps in admin work.
Read articleHow to Automate MCA Submissions Without Losing Control of the Deal
Automated MCA submissions work when lender matching, package quality, status tracking, and internal controls are handled correctly.
Read articleMCA Lender Matching Software: Getting the Right Deals to the Right Funders
Lender matching software helps MCA brokers and funders route files based on deal profile, partner appetite, risk signals, and workflow rules.
Read articleWhat Equipment Finance Brokers Should Expect From a Modern Portal
Equipment finance teams can use branded portals, document collection, workflow automation, and partner routing to move applicants through the process faster.
Read articleAlternative Finance Workflow Automation: Where Teams Should Start
Alternative finance teams should automate the repeatable work around intake, document handling, analysis, submissions, and reporting before adding more headcount.
Read articleFunding Companies Do Not Need Another Generic CRM
Most funding teams do not have a CRM problem. They have an intake, document, underwriting, and submission workflow problem.
Read articleHow to Reduce Manual Underwriting Work Before It Slows Down Sales
A practical look at the manual review steps funding teams can automate before a deal gets cold.
Read articleWhat a Modern Broker Portal Should Include
The core features brokers, funders, and finance teams should expect from a branded funding portal.
Read articleWhat MCA Brokers Should Automate Before Hiring More Processors
Before adding more operations headcount, MCA brokers should look at the repeat work around applications, documents, statement review, submissions, and CRM updates.
Read articleHow Funders Can Review More Packages Without Adding Admin Work
Funding companies can review more packages by tightening intake, document parsing, routing rules, and status reporting before adding more manual operations work.
Read articleEquipment Finance Intake: Why Generic Forms Slow Down Good Deals
Equipment finance teams need intake workflows that collect borrower details, asset information, invoices, documents, and partner context in one cleaner process.
Read articleWhy Source Attribution Matters for Funding Lead Follow-Up
Funding teams running Google Ads, Facebook Ads, SEO, and referrals need source attribution that survives the buyer journey and reaches the CRM.
Read articleMCA CRM vs. Broker Portal: Why Funding Teams Usually Need Both
An MCA CRM manages relationships and pipeline activity. A broker portal manages the application, documents, analysis, and submissions that move the deal forward.
Read articleWhat Makes a Complete MCA Submission Package?
A practical checklist for MCA brokers preparing applications, bank statements, ownership details, stipulations, and lender-ready deal context.
Read articleHow MCA Brokers Can Reduce Backdoor Deals With Better Tracking
Submission history, deal ownership, partner responses, and exception reporting can help MCA brokers reduce backdoor deal risk and investigate problems earlier.
Read articleMCA Underwriting Automation Checklist: What to Automate and What to Review
A practical MCA underwriting automation checklist covering package validation, bank statement parsing, risk flags, lender matching, and human review.
Read articleHow to Scale an MCA Brokerage Without Adding Operations Headcount at the Same Rate
MCA brokerages can handle more volume by improving intake, document collection, bank statement analysis, lender routing, and submission tracking.
Read articleMCA Lead Follow-Up Automation by Pipeline Stage
A practical follow-up framework for MCA leads in new lead, attempting contact, discovery, nurture, booked call, and proposal stages.
Read articleMCA Renewal Workflow: From Eligibility Review to a Fresh Package
A practical MCA renewal workflow for tracking eligibility, reviewing current performance, coordinating rep outreach, and collecting a fresh submission package.
Read articleMCA Stipulation Management: How to Keep Approved Deals Moving
A practical MCA stipulation management workflow for organizing conditions, assigning follow-up, validating documents, and moving approved deals toward contracts and funding.
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