MCA Broker Software
Big Tuna Solutions helps MCA brokers, ISOs, and business funding companies connect application intake, document analysis, lender matching, submissions, and CRM automation without forcing every team into the same rigid process.
Branded applications and document collection through AhiSign
Bank statement analysis and deal metrics through AhiDoc
Lender matching, packaging, and submission workflows through TunaSub
Automation built around the CRM and systems your team already uses
A broker platform should make it easy to collect the right application data, owner details, documents, and signatures before the package reaches underwriting. Big Tuna uses branded portals and configurable workflows so your team spends less time chasing incomplete files.
AhiDoc turns financial documents and bank statements into usable cash-flow metrics, risk signals, competitor findings, and exports. The point is not to replace judgment. It is to remove the repetitive spreadsheet work before your team makes a decision.
TunaSub helps organize the package, match likely partners, submit to the right destinations, and track what happened next. That matters when a floor is moving fast and every missed follow-up can cost a deal.
Workflow
Use AhiSign or connected CRM records to collect applications, documents, signatures, owners, and contact information.
Run AhiDoc to summarize statement data, flag issues, detect competitor activity, and prepare the deal for review.
Use lender rules, partner preferences, and workflow automation to move the package through TunaSub and keep status updates organized.
Push notes, statuses, files, tasks, and notifications back into the systems your team already works from.
Questions
MCA broker software helps merchant cash advance brokers and ISOs manage applications, documents, underwriting data, submissions, follow-up, and CRM updates. Big Tuna focuses on the operational workflow around the deal, not just storing contacts.
Not by default. Many teams use Big Tuna around their existing CRM so intake, analysis, submissions, and automation can run without forcing a full system replacement.
Yes. The system can support broker-side intake and submission workflows as well as funder-side review, analysis, routing, and operational automation.
Yes. The same core pieces apply to other funding and finance workflows: branded applications, document analysis, partner submissions, CRM updates, and custom automation.