Process Applications Faster.
Fund More!
LoanWorx workflow helps customers process 4-5x more applications and fund twice as much.
What We Do
LoanWorx streamlines your entire pre-funding lifecycle with intelligent automation.
Automated Intake
Capture submission emails from Gmail/Outlook and extract data from bank statements with 85% coverage, and broker applications with 99% accuracy.
Smart Filtering
Automatically reject applications that don't meet criteria like NSF days or minimum loan amounts, saving underwriters valuable time.
Underwriter Dashboard
View pending tasks with comprehensive statistics: loan positions, revenue breakdown, deposits, leverage details, NSF days, daily balances, and internal transfers.
Flexible Offers
Generate offers using our loan calculator that supports straight, consolidation, flex, and reverse loans with intuitive broker adjustments.
Verification & Contracts
Verify customers via Plaid (24 months of statements) and Clear reports. Automatically generate contracts using your templates for e-signature.
Post-Funding Integration
Seamlessly connect funded deals to your existing post-funding management systems, ensuring comprehensive loan lifecycle tracking and data continuity.
Our Integrations
Seamlessly connect with the tools you already use
Email & Communication
Outlook, Gmail - Automated submission capture
Post Funding Systems
Salesforce, LendSaaS, MCA Tracker, OrgMeter - Continue using your current post funding system.
Verification Services
Plaid, Clear, DecisionLogic - Comprehensive customer verification
E-Signature
DocuSign, BoldSign, Adobe - Legally binding contract execution
Data & Analytics
DataMerch, Experian - Enhanced merchant insights
Technology
OpenAI, Microsoft Azure - AI-powered processing and secure infrastructure
Platform Features
AI-powered lending platform designed for modern MCA operations
Automated PDF Reading
Read bank statements with 99% accuracy, covering 85% of US banks with proprietary technology across 2500+ financial institutions.
Application Processing
Auto-fill broker applications with 99%+ accuracy, linking to bank statements and leads seamlessly.
Underwriting Statistics
Comprehensive analytics: loan positions, revenue breakdown, deposits, leverage, NSF days, daily balances, and internal transfers.
Automation Tools
Auto-reject based on configurable criteria like NSF days or minimum loan amounts to save time.
Fraud Protection
Identify edited bank statements and detect excessive gambling transactions or casino ATM withdrawals to protect against fraud.
Funder Exclusion Lists
Build customized lists of funders you won't fund as a second-position funder, tailored to each customer's specific criteria and requirements.
Star Applications
Identify exceptional applications based on your custom criteria and automatically prioritize them, so you can quickly process the best opportunities.
Post funding Integration
Integrate with LendSaaS, MCA Tracker, and sales force without changing workflows.
Underwriter Dashboard
Personalized application queue optimizing team collaboration and processing efficiency.
Intuitive Offer Screen
Brokers adjust offers via sliders, upload documents, and resubmit applications seamlessly.
Loan Calculator
Model straight, consolidation, flex, and reverse loans with detailed leverage visualization.
Customer Verification
Clear reports for merchant verification, Plaid for bank verification with 24 months of transactions.
Custom Rules Engine
Set acceptance/rejection rules by industry (e.g., transportation needs $100k+ deposits).
Contract Automation
Generate cash-advance contracts using your custom templates for efficient closing processes.
Who We Integrate With
Trusted partnerships powering your workflow
Security & Trust
We take security very seriously
SOC 2 Verified
Type II Compliant
Enterprise-Grade Security
Our SOC 2 verification means companies like Experian and Plaid trust us to integrate with their systems and share highly private financial data. We continuously improve our security posture to protect your most sensitive information.
Supported Bank Types
Comprehensive coverage across the US banking system
We continuously add new institutions to ensure you can process applications from any merchant, anywhere in the United States.
Contact Us
Get in touch with our team
Reach Out Directly
(786) 207-9522
8201 Peters Road, Suite 56
Plantation, FL 33324
Send Us a Message
Schedule a Quick Demo
See LoanWorx transform your MCA operations in just 15 minutes
Live Platform Walkthrough
See our AI-powered document processing in action
Pricing Information
Get transparent pricing tailored to your volume
Expert Consultation
Ask questions and get personalized recommendations