Lender Matching

MCA Lender Matching Software
For Smarter Deal Routing.

Big Tuna helps funding teams use application data, document analysis, partner criteria, and workflow rules to decide where a package is most likely to fit before it gets submitted.

Use deal data from intake and document analysis

Organize partner fit by criteria and workflow rules

Support selected submissions through TunaSub

Reduce wasted time on poor-fit submissions

Better matching starts with better data

Lender matching is only useful when the package data is clean. Big Tuna connects intake and AhiDoc analysis so teams have more context before choosing partners.

Rules should reflect your relationships

Every funding company has different partner relationships, product mixes, and submission preferences. Matching workflows should reflect the way your team actually routes deals.

Matching is a workflow, not a magic button

Big Tuna does not promise every package will get approved. It helps teams organize deal data, partner criteria, and submission steps so they can make faster, more consistent routing decisions.

Workflow

Route with context instead of guesswork.

1

Collect deal details

Start with application data, files, ownership information, requested product details, and team notes.

2

Analyze the financials

Use AhiDoc to review statement metrics, competitor activity, risk signals, and deal strength.

3

Select likely partners

Apply partner criteria and workflow rules so the team can submit to the right destinations through TunaSub.

Questions

Straight answers for funding teams.

What is MCA lender matching software?

MCA lender matching software helps brokers and funding teams route packages to partners based on deal data, criteria, and workflow rules. It is meant to improve consistency, not guarantee an approval.

Does Big Tuna decide which lender is best?

Big Tuna can support matching logic and partner criteria, but your team controls the final routing strategy. The software helps organize the decision and reduce manual work.

Can lender matching work with our existing partner list?

Yes. Matching workflows can be customized around your products, partner criteria, submission rules, and internal process.