Broker Co-Pilot
Your team grows the business.AI agents run the work that follows.
Hale Capital · Business financing broker
Customer
Ridgeway Supply Co.
Restaurant supply
Financing request
$100,000
Working capital
Broker Co-Pilot started work · 9:02 AM
Broker Co-Pilot at work
Working · 11:52 AMComparing the offers that came back for Ridgeway.
Three funders came back on different terms. Broker Co-Pilot is putting the amounts, payments, terms, and costs side by side.
What Broker Co-Pilot has already done
answered Forward Capital on Ridgeway’s existing $612-a-day position
sent Forward Capital the additional bank activity it requested
followed up with Cedarline on Ridgeway’s submission
re-read Ridgeway’s account for activity since submission
What keeps coming in
Offer back: $100,000.
Offer back: $92,000.
Offer back: $85,000.
8 arrivals since 9:02 AM
Already handled
The work that used to sit on your desk.
Finish the work without pulling your team back in.
Complete file delivered to funder
Ridgeway Supply Co. · $100,000 working capital
Delivered to Forward Capital, Cedarline Capital and Meridian Advance
under Hale Capital’s name
41 items handled on this deal
Financial intelligence
Financial information
that tells you more.
See what banking and credit information can reveal about a merchant.
Connected banking through
Deal intelligence
Revenue Analysis
Know whether the revenue entering the account is real.
Debt-Stacking Event Detection
Detect when multiple funders finance the merchant in the same funding window.
Funding-Event Detection
Know when the merchant has already been funded.
Merchant growth intelligence
Repayment Estimation
See the likely balance remaining on an open position, based on the original funding amount and payments observed.
Renewals
Know when a merchant may be approaching a renewal window.
Credit Intelligence
Use credit information alongside banking to identify additional financing products the merchant may qualify for.
Beyond the first funding
Increase the lifetime value of every merchant.
Grow revenue across the merchant relationship while agents handle the financial work behind it.
Turn renewals into a
new revenue stream.
Expand financing options
with real-time banking data
and credit intelligence.
Extend the merchant
relationship beyond
the first funding.