Built for MCA Brokers. By MCA Professionals.
Every feature in BrokerStack exists because a broker or funder asked for it. No bloat, no generic CRM features you'll never use — just the tools you need to close more deals.
CRM & Lead Management
Your entire book of business in one place. Every lead, every contact, every interaction — organized and searchable.
- Centralized database with full activity history for every lead
- Smart duplicate detection keeps your data clean automatically
- Custom fields and tags to organize leads your way
- CSV, XLSX, and TSV imports with intelligent column mapping
Visual Pipeline
See every deal at a glance. Drag-and-drop kanban boards built for the way MCA brokers actually work.
- Drag-and-drop deals between stages in real time
- Automatic stale deal alerts so nothing slips through the cracks
- Pipeline value calculator shows total revenue per stage
- Multiple pipelines for different deal types or teams
Built-in Communication
Call, text, and email directly from BrokerStack. No more switching between five different tools.
- Click-to-call and parallel dialer for maximum contact rates
- SMS campaigns with templates, spintax, and opt-out management
- Email sequences with open and click tracking
- Voicemail drop and call recording for quality assurance
Commission Tracking
Stop tracking commissions in spreadsheets. Auto-calculate splits, track payouts, and generate reports instantly.
- Auto-calculate commissions based on deal terms and rep splits
- Track payouts across multiple brokers and sub-ISOs
- Generate commission reports by rep, month, or deal source
- Export to CSV for seamless payroll processing
Lead Marketplace
Buy verified MCA leads directly inside the platform. Fresh, aged, submissions, UCC filings, and live transfers.
- Purchase leads that land directly in your CRM — no re-importing
- Filter by industry, revenue, time in business, and state
- Exclusive leads that aren't sold to dozens of competitors
- Real-time lead delivery with instant rep assignment
Reporting & Dashboards
Real-time visibility into what's working and what isn't. Make data-driven decisions, not guesses.
- Pipeline value, conversion rates, and revenue dashboards
- Rep performance leaderboards with call and deal metrics
- Lead source ROI tracking — know which sources actually convert
- Scheduled report delivery via email to stakeholders
Team Management
Built for teams of 2 or 200. Roles, permissions, and oversight tools that scale with your brokerage.
- Role-based access control — reps, managers, admins, and owners
- Round-robin and weighted lead distribution for fair assignment
- Manager oversight with rep activity feeds and deal reviews
- Team-level and individual goal tracking and quotas
Integrations
Connect BrokerStack to the tools you already use. No developer required.
- Twilio for calling and SMS out of the box
- Google Workspace and Outlook for email sync
- Zapier for connecting to 5,000+ apps without code
- REST API access on Enterprise for custom workflows
See It in Action
Start your 14-day free trial today — no credit card required. Or book a demo and we'll walk you through everything.