DealSphere’s AI agent researches, contacts, and qualifies every lead — keeping your reps focused on closing the deal.
DealSphere runs your MCA lead funnel — researching, contacting, and qualifying every merchant, keeping each broker focused on closing.
One pipeline, run end to end. Your brokers enter at the last step — to close.
Drop in a lead list. Every record is enriched and auto-enrolled — no setup, no sequences to wire up.
AI builds a dossier on each merchant and scores the deal before the first touch.
Campaign Manager sends a personalized opener, then follows up on a capped, timezone-aware cadence.
The instant a lead replies, the AI Lead Handler qualifies on revenue, time in business, amount, and use of funds.
The lead completes a secure application; bank statements are uploaded and read with OCR.
Risk and deal scoring surface the applications worth pursuing.
Two agents run your entire top of funnel — hundreds of conversations across email, SMS, and voice, qualified and handed off without a rep lifting a finger.
Reaches every lead across email, SMS, and voice — personalized, compliant, and capped. No lead left unworked.
Qualifies replies in real time and hands your broker a complete, ready-to-fund deal brief.
From the rep’s focused workspace to the owner’s pipeline view to the underwriting brief.
Dialer, email, and texts live in one place — and the agent reads every message and drafts the reply, so your reps approve and move on. Applications are built in, driving each deal straight to funding.
See your whole pipeline at a glance — where deals are dying, which brokers are converting, and what's about to fund. The numbers that used to live in a spreadsheet, live.
Every reply is handled in real time — the agent asks the right questions and drives the merchant to a secure application, right inside the thread.
Bank statements are read with OCR and structured into a scored deal brief. Your brokers review conclusions, not PDFs — and never re-key a number.
Every reply, document, and hot lead the agents surface is ranked into one screen — and it sharpens each cycle as DealSphere learns which industries, channels, and timing actually close.
Manual work doesn't just slow you down. It costs you deals — every day
You can’t personalize 500 leads with a manual team. DealSphere can.
DealSphere works every conversation alongside you and drives 3x output. Start today.