A portal your clients can actually use
Clean intake matters. A branded portal helps clients submit information, upload documents, and complete required steps without burying your team in back-and-forth emails.
MCA Broker Portal
One MCA Broker Portal
For Intake, Analysis, and Submissions.
The Big Tuna Broker Portal gives funding teams one branded workspace for collecting files, analyzing packages, preparing submissions, and keeping the team aligned without ripping out the tools they already use.
Client-facing intake through custom branded portals
Document analysis tied into the deal workflow
Lender submission and status tracking tools
Admin controls, users, email templates, API keys, and automation settings
Built for the messy middle
Most teams do not struggle because they lack a CRM. They struggle because files, notes, document reviews, partner requirements, and follow-up tasks live in different places. The portal connects those steps.
Custom where it counts
Funding workflows vary by team, product, partner, and risk appetite. Big Tuna can customize portal workflows, field routing, document requirements, notifications, and partner submission logic around your process.
Workflow
From client intake to partner follow-up.
1
Collect applications and documents
Use branded intake tools to collect applications, ownership information, uploads, and e-signature steps.
2
Review the package
Analyze statements, review missing items, check risk signals, and organize deal information before submission.
3
Submit to partners
Prepare lender-ready packages, route them to selected partners, and track outcomes from one workflow.
Questions
Straight answers for funding teams.
What does an MCA broker portal do?
An MCA broker portal gives brokers a controlled place to collect applications, documents, signatures, deal notes, analysis, and submission activity. Big Tuna adds automation around those steps so the portal becomes part of the daily workflow.
Can the portal use our branding?
Yes. The portal can be branded around your company so clients and partners interact with your process, not a generic software experience.
Can the portal connect to our existing CRM?
Yes, when your CRM supports the required access. Big Tuna commonly builds around existing systems so teams can improve the workflow without starting over.