Big Tuna Blog
Practical notes on running a faster funding operation.
No generic software talk. Just clean breakdowns on intake, document analysis, submissions, CRM automation, and the pieces that slow finance teams down.
Best MCA Broker Software: What Actually Matters
The best MCA broker software should help your team collect cleaner files, analyze packages faster, and submit deals without burying reps in admin work.
Read articleHow to Automate MCA Submissions Without Losing Control of the Deal
Automated MCA submissions work when lender matching, package quality, status tracking, and internal controls are handled correctly.
Read articleMCA Lender Matching Software: Getting the Right Deals to the Right Funders
Lender matching software helps MCA brokers and funders route files based on deal profile, partner appetite, risk signals, and workflow rules.
Read articleWhat Equipment Finance Brokers Should Expect From a Modern Portal
Equipment finance teams can use branded portals, document collection, workflow automation, and partner routing to move applicants through the process faster.
Read articleAlternative Finance Workflow Automation: Where Teams Should Start
Alternative finance teams should automate the repeatable work around intake, document handling, analysis, submissions, and reporting before adding more headcount.
Read articleFunding Companies Do Not Need Another Generic CRM
Most funding teams do not have a CRM problem. They have an intake, document, underwriting, and submission workflow problem.
Read articleHow to Reduce Manual Underwriting Work Before It Slows Down Sales
A practical look at the manual review steps funding teams can automate before a deal gets cold.
Read articleWhat a Modern Broker Portal Should Include
The core features brokers, funders, and finance teams should expect from a branded funding portal.
Read articleWhat MCA Brokers Should Automate Before Hiring More Processors
Before adding more operations headcount, MCA brokers should look at the repeat work around applications, documents, statement review, submissions, and CRM updates.
Read articleHow Funders Can Review More Packages Without Adding Admin Work
Funding companies can review more packages by tightening intake, document parsing, routing rules, and status reporting before adding more manual operations work.
Read articleEquipment Finance Intake: Why Generic Forms Slow Down Good Deals
Equipment finance teams need intake workflows that collect borrower details, asset information, invoices, documents, and partner context in one cleaner process.
Read articleWhy Source Attribution Matters for Funding Lead Follow-Up
Funding teams running Google Ads, Facebook Ads, SEO, and referrals need source attribution that survives the buyer journey and reaches the CRM.
Read articleMCA CRM vs. Broker Portal: Why Funding Teams Usually Need Both
An MCA CRM manages relationships and pipeline activity. A broker portal manages the application, documents, analysis, and submissions that move the deal forward.
Read articleWhat Makes a Complete MCA Submission Package?
A practical checklist for MCA brokers preparing applications, bank statements, ownership details, stipulations, and lender-ready deal context.
Read articleHow MCA Brokers Can Reduce Backdoor Deals With Better Tracking
Submission history, deal ownership, partner responses, and exception reporting can help MCA brokers reduce backdoor deal risk and investigate problems earlier.
Read articleMCA Underwriting Automation Checklist: What to Automate and What to Review
A practical MCA underwriting automation checklist covering package validation, bank statement parsing, risk flags, lender matching, and human review.
Read articleHow to Scale an MCA Brokerage Without Adding Operations Headcount at the Same Rate
MCA brokerages can handle more volume by improving intake, document collection, bank statement analysis, lender routing, and submission tracking.
Read articleMCA Lead Follow-Up Automation by Pipeline Stage
A practical follow-up framework for MCA leads in new lead, attempting contact, discovery, nurture, booked call, and proposal stages.
Read articleMCA Renewal Workflow: From Eligibility Review to a Fresh Package
A practical MCA renewal workflow for tracking eligibility, reviewing current performance, coordinating rep outreach, and collecting a fresh submission package.
Read articleMCA Stipulation Management: How to Keep Approved Deals Moving
A practical MCA stipulation management workflow for organizing conditions, assigning follow-up, validating documents, and moving approved deals toward contracts and funding.
Read articleMCA Offer Comparison: A Practical Workflow for Brokers and Funders
A practical MCA offer comparison workflow for normalizing terms, reviewing tradeoffs, recording decisions, and handing the selected offer into stipulation management.
Read articleMCA Decline Reason Tracking: A Better Workflow for Brokers and Funders
A practical MCA decline reason tracking workflow for capturing lender feedback, managing follow-up, improving routing rules, and keeping lost deals useful.
Read articleMCA Commission Reconciliation: A Practical Post-Funding Workflow
A practical MCA commission reconciliation workflow for matching funded deals to partner statements, resolving discrepancies, and keeping broker payouts accountable.
Read articleEquipment Finance Vendor Quotes: A Workflow From Intake to Funding
How equipment finance brokers can track vendor quotes, revisions, asset details, and funding handoffs without losing the current deal terms.
Read articleMCA Document Expiration Tracking: Keep Packages Current Without Starting Over
A practical MCA document expiration workflow for tracking statement periods, IDs, approvals, and refresh requests before stale files delay a deal.
Read articleMCA Lender Criteria Change Management: Keep Routing Rules Current
A practical workflow for recording, validating, publishing, and reviewing MCA lender criteria changes before they create bad submissions.
Read articleMCA Funding Confirmation: A Clean Handoff From Approval to Funded
A practical MCA funding confirmation workflow for verifying final terms, closing open tasks, updating records, and handing funded deals to operations.
Read articleMCA ISO Onboarding: A Practical Workflow for New Broker Relationships
A practical MCA ISO onboarding workflow for organizing partner details, submission rules, access, attribution, test deals, and ongoing reviews.
Read articleMCA Payoff Requests: A Workflow for Clear, Controlled Follow-Through
A practical MCA payoff request workflow for verifying authority, tracking statements, managing deadlines, and keeping renewals or refinances from creating record confusion.
Read articleMCA Duplicate Submission Prevention: A Workflow for Cleaner Partner Relationships
A practical MCA duplicate submission prevention workflow for matching merchant records, checking submission history, resolving ownership, and controlling repeat sends.
Read articleMCA Approval Expiration Tracking: Keep Live Approvals From Going Stale
A practical MCA approval expiration tracking workflow for recording approval windows, coordinating open conditions, and handling extensions or expirations cleanly.
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