Free CRM for real deal flow
Every partner gets a built-in lead room: queue, stages, notes, callbacks, owner contact data, and deal history.
No extra Salesforce, no spreadsheet handoff, no rented lead board.
For lenders
Stop Chasing Bank Statements.
Connected cashflow, uploaded statements, and source-labeled files sit on every deal in your queue. Free deal flow, routed against your box rules, with a full CRM included for your brokers, ISOs, and underwriting desk. No paid lead-gen, no commission padding, no sales team required.
Deal QueueSample Illustrative
3 new, matched to your box
Delgado Logistics$250k
DSCR 1.31Within box
Bayside Retail Group$90k
DSCR 1.22Review
Kraft Manufacturing$500k
DSCR 1.44Within box
Attribution signals support source review.
Lenders fund cleaner deals because the data is verified before they see it
12%
standard MCA referral, only when a deal funds
$0
cost to borrowers
0
recycled or resold leads
Pre-qualification log · last 60 minutes
Sunrise Diner Co.: Debt service ratio 89%
auto-rejected
Stark Construction: Stated revenue does not match bank ($45k vs $12k)
auto-rejected
Wayne Retail: 3 active MCAs detected
auto-rejected
Metro MFG: Debt service 31%, SBA-eligible
forwarded
Cascade Freight: Strong cashflow, 4yr history
forwarded
3 of 5 deals pre-rejected · only 2 reach your team
Box-rule auto-routing
Configure Your Box Once. We Do the Filtering.
State, product, min revenue, max amount, min TIB. Set it and walk away. Deals that don't fit are auto-rejected on the spot. Your underwriters only see real prospects.
No application forms. No login dance. The second a merchant applies, their full profile (revenue, time in business, MCAs, credit, bank statements) is in your queue. No back-and-forth.
Verified cashflow when connected
Stop Chasing Bank Statements.
When a borrower connects Plaid, you get bank-verified cashflow, recurring MCA debits, and discrepancy checks on the same file. When they upload statements instead, the portal labels the source, the confidence, and what is still missing before your team quotes.
Stated $45k/mo and actual $12k/mo? You see the gap before you spend an hour on it.
Example data packet: Sunrise Diner Co. LLC - Chase ****4521, source-labeled
Stated by borrowerVerified / parsedVariance
$45,000/mo$28,420/mo-37%
No active MCAs2 daily debits ($420 + $189)Stack detected
3.5 yrs in biz3.5 yrs (matches D&B)Verified
$0 outstanding$84,000 in MCA principalHidden debt
Analysis: 3 material discrepancies. Submission auto-flagged for review before it reaches your queue.
Free deal flow, not paid leads
Every Borrower Who Applies Is a Warm Lead, Routed to You.
No paid lead-gen. No commission padding. No sales team required. If a merchant fits your box, the deal lands in your queue with their bank, credit, and MCA stack already attached.
The old way
Buy Leads. Compete With 19 Funders.
Same business, same statements, shopped to every funder simultaneously. You spend an hour underwriting, the merchant takes the lowest rate, your CAC keeps climbing. The deal you decline gets re-submitted under a different broker tomorrow.
- Paid leads with low intent
- Race to bottom on price
- No source of truth on who saw what
With New Matrix Capital
Free Leads. Exclusive Window. Audit Log.
Every borrower who signs up is a warm lead, routed only to lenders whose box they fit. You get first look before a deal moves to the next-best fit, while routing, touch, offer, and connected-bank signals preserve a defensible attribution record for review.
- Free deal flow, box-matched
- First look on box-matched deals
- Attribution audit trail on every platform touch
Fraud intelligence
Bad Actors Get Flagged Before They Reach You.
Every signal across every deal feeds the network. Once a fraud pattern surfaces with one lender, every lender on the platform sees the flag. You stop being the next victim.
Doctored Statements
OCR and Plaid cross-check, built to flag edited PDFs in seconds.
Repeat EIN Abuse
Same EIN attempted across multiple identities. Built to flag.
Identity Recycling
Principal name with new business shell after default. Built to flag.
Stack Hopping
Borrower took 3 MCAs in 14 days from different brokers. Built to flag.
Portfolio monitor · Q4 2026 active deals
Sunrise Diner Co.
Daily debit declined 3x. 20% revenue drop detected
Stark Construction
DSCR trending down. Now at 1.18 (was 1.42)
Wayne Retail
On-time payments + 18% revenue growth
Cascade Freight
New MCA stack detected. Outside our deal
Post-funding visibility
Get Early-Warning Signals on Every Deal You Fund.
New Matrix Capital watches the borrower's cashflow, debt activity, and behavioral signals after funding. We surface trouble 7 to 14 days before it shows up in your servicer. Workout, restructure, or call the loan. Earlier intervention, lower losses.
Differentiator
Your Underwriter Co-Pilot, Trained on Your Box.
New Matrix Capital learns your underwriting box: DSCR thresholds, industry preferences, ticket-size sweet spots, doc requirements. It pre-evaluates every deal against those rules. Your team reviews recommendations, not raw data.
One model, your rules. Same AI that powers borrower advice and submission scoring, specialized to your portfolio.
Evaluating Sunrise Diner Co.
Ticket: $250k consolidation · 36-month term
Recommendation: Within your box (DSCR 1.31 vs your 1.25 floor, $250k in your sweet spot, restaurant industry approved). Recommend approve at 14.5%, 36mo. Flag: 1 prior MCA paid off in last 90 days. Verify with statements.
Suggested decision:Approve · 14.5% · 36mo
Your underwriting command center
Not Just Deal Flow. A Full Underwriting CRM.
Every partner gets the whole platform: a pipeline your team runs deals through, a leaderboard they compete on, live analytics, and Marvin pre-underwriting every file before it hits a desk.
Your firm · UnderwritingSample Illustrative
Underwriting Pipeline12 active · $2.4M
New
Delgado Logistics$250k
DSCR 1.31
Bayside Retail$90k
DSCR 1.22
Reviewing
Kraft Mfg$500k
DSCR 1.44
Approved
Vertex Foods$180k
DSCR 1.51
Marvin recommends
Kraft Mfg is within box. DSCR 1.44 vs your 1.25 floor. Approve at 14.5%, 36mo. Flag: 1 prior MCA paid off.
Team leaderboardThis month
1M. Alvarez92%$4.2M
2D. Chen88%$3.8M
3S. Okafor85%$3.1M
Deal queue and pipeline
Pre-qualified deals stream in, matched to your box, and move through your stages with one click.
Box-rule auto-matching
Only deals that clear your DSCR, ticket, industry, and time-in-business rules ever reach your desk.
Underwriter leaderboard
Rank your team by volume funded, approval speed, and win rate. The gamified CRM your reps actually open.
Live analytics
Funnel, decline reasons, cohort performance, and portfolio health, refreshed as deals move.
Portfolio monitoring
Post-funding cashflow monitoring surfaces distress signals early, while there is still time to act.
Marvin, your co-pilot
Marvin pre-evaluates every deal against your box, flags risk, and recommends the decision before you review.
CRM included
The Partner Portal Is Also the CRM.
New Matrix is not just sending leads. We package the operating system around each lead: contact record, documents, verified cashflow, underwriting notes, stipulations, offers, reminders, and portfolio follow-up. Partners can work the file inside New Matrix instead of paying for another CRM and chasing merchants across inboxes.
Practical effect
- 1Merchant applies or New Matrix routes the file.
- 2Data lands in your CRM queue with source, documents, and fit notes.
- 3Underwriter reviews cashflow, stipulations, offers, and contact history.
- 4Team moves the file through review, approval, funding, or decline.
- 5Portfolio monitor watches post-funding risk and backdoor activity.
Document chase handled
Bank statements, Plaid cashflow, stipulations, and uploaded files sit on the deal. Your team sees what is missing before anyone calls.
Stop asking merchants to resend the same packet.
Broker-shop workflow
The call-floor mechanics from the local MCA CRM are folded into the portal: dispositions, next action, touchpoints, and caller notes.
Built for brokers, ISOs, funders, and lender desks.
Box-rule routing
Your criteria decide what reaches the desk: state, ticket size, revenue, time in business, industry, risk, and product fit.
Fewer junk submissions, faster real reviews.
Verified-data cockpit
Cashflow, bureau, KYB, EIN, UCC, statement analysis, offers, and stipulations are organized around one merchant record.
One file instead of ten disconnected tabs.
Team operating system
Queue, pipeline, today view, portfolio monitoring, leaderboard, analytics, webhooks, and Marvin lender mode ship together.
A partner portal that acts like a CRM, not a login screen.
Embed on your platform
Put Marvin on Your Site in One Line.
POS, accounting, and broker platforms: drop this widget on your dashboard. Your merchants see their true MCA cost and a way out, and you become where they get funded. Free to embed.
<iframe src="https://newmatrix.capital/embed/readiness" width="400" height="460" title="Funding readiness by New Matrix Capital" style="border:0;border-radius:16px;max-width:100%"></iframe>Partnership inquiry
Choose the right partnership path
Established lenders and platforms
Planning meaningful deal volume or a technical integration? Talk to partnerships about access controls, box rules, team setup, and workflow requirements.
- API and dashboard integration roadmap
- Custom access windows and box rules
- Post-funding monitoring requirements
- Commercial and referral structure
Lenders, funders, ISOs, and broker shops
Submit your organization type, products, volume, and integration requirements. We will review the information and contact you if the partnership is a fit.