MCA Deal Engine
Zero-Touch Deal Processing
A unified HubSpot ecosystem that transformed a fragmented MCA operation into a self-driving deal engine—eliminating manual data entry and accelerating application-to-contract turnaround.
MCA Lender
Merchant Cash Advance
Dynamic Portal
Self-service client intake
AI Extraction
Auto-parse statements
Auto-Contract
Instant document generation
Executive Bypass
WhatsApp deal control
A Multi-Modular Operating System
We didn't just implement a CRM—we engineered a decision engine that turns speed into competitive advantage
Project Overview
In the high-velocity world of Merchant Cash Advance (MCA), speed is the only currency that matters. AutoFloLabs transformed a fragmented 'Frankenstack' of disconnected apps into a unified HubSpot ecosystem. The system utilizes dynamic configuration, AI-powered document extraction, and automated contracting to eliminate human latency from the deal pipeline.
The Challenge
The client was operating on a fragmented stack—disconnected marketing, sales, and service tools creating data silos. Admins were manually downloading statements, reviewing documents, and keying data into the CRM. The time between 'Application Received' and 'Contract Sent' was throttled by human latency, and API breakage was constant.
Our Solution
AutoFloLabs built a Multi-Modular Operating System on HubSpot. Dynamic configuration eliminates clutter—selecting a Lead Type instantly reconfigures the interface. A Dynamic Client Portal replaces manual intake, while AI agents extract metrics from uploaded statements. Auto-contracting generates and delivers fully populated contracts upon client acceptance, with executive bypass via WhatsApp for instant decision-making.
Impact Metrics
Manual data entry required
Application-to-contract pipeline
Deal visibility via WhatsApp
Advanced Supply Chain Intelligence
Comprehensive features designed to give you complete control over your supply chain operations.
Dynamic Configuration Layer
The system utilizes a primary 'Lead Type' selector (Settlement, InHouse, or Brokering Out). Selecting a type instantly reconfigures the interface—irrelevant fields vanish, and only the required data points for that specific workflow appear, enforcing process compliance and eliminating clutter.
Self-Driving Intake & Research
A Dynamic Client Portal replaces the manual PandaDoc/Gmail loop. Clients input data, upload statements, and e-sign via secure link. An integrated AI agent immediately scans statements, extracts critical metrics (deposits, negative days), and maps them to the Lead record. One-click research triggers an AI agent to aggregate public data instantly.
In-House Automation Pipeline
For deals funded internally, we removed the human bottleneck entirely. Clients upload documents to a Secure Stip Portal. The system validates data (routing numbers, name matches) against the CRM and auto-populates the file. Upon signature, the system packages everything and delivers via WhatsApp/Telegram for immediate executive decision-making.
Our Development Journey
From initial data integration to AI-powered optimization, we built a comprehensive platform that transforms supply chain operations.
Stack Audit & Migration
Mapped the fragmented Frankenstack and designed unified HubSpot architecture
Dynamic Logic Layer
Built Lead Type selector with context-aware interface reconfiguration
AI Integration
Deployed AI agents for statement extraction and business research
Executive Bypass
Implemented WhatsApp/Telegram integration for real-time deal control
Platform Architecture
HubSpot-native with AI augmentation
Cutting-Edge Technology Stack
Built with the latest technologies for optimal performance and scalability
“AutoFloLabs didn't just build us a CRM—they built a decision engine. We went from manually keying data and chasing documents to a system where deals flow from application to contract without anyone touching them. Our sales team now does what they do best: close.”
Anonymous
Principal at MCA Funding Company
From Manual to Autonomous
Speed is the only currency in MCA—we made it infinite
Manual Entry
AI parses PDFs and maps data automatically
Contract Generation
From acceptance to signed contract in seconds
Executive Control
Greenlight deals without logging into CRM