Funders First

Phoenix, ArizonaNº 01 · MMXXVI

the place for financialProfessionalsTo Restructure Their Clients

Exclusively for ISOs, Brokers, and Financial Professionals.

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100% iso driven

No Sales Team

All merchants must have a referring financial professional.

we do not provide

Funding

or Capital

We do not lend, fund or refer your client.

we do not market to

Business Owners

No social media ads, cold calling, or emails.

advanced proprietary

Underwriting

W/Halcyon™

the details are important

advanced proprietary

CRM Platform

W/Spyder™

hybrid adaptation for business relation mgmt.

bringing transparency to

The Industry

Every ISO gets their own dashboard & every enrolled client receives their own dashboard to track payments, funder status, message the team and more.

giving control back

You Set

Terms & Cost

Approvals appear right on your dashboard with online calculator. No more wondering how and what you get paid.

Funders First — Introduction01

built exclusively forISOs, Brokers & Financial Professionals

Funders First stretches your over-stacked clients’ MCA term lengths into new signed agreements with each funder to pay what is owed. No reduction on what is owed, just restructuring the time. You set the terms with your client, priced exactly like working capital. We never price your deals.

By referral only

No merchant reaches Funders First on their own. A referring ISO, broker, or financial professional opens every file with your submission, and it stays yours from the first submission to the final payment. We work only through professionals with their clients.

Funders First — Introduction02

why we built itThe first trusted source for over-stacked files.

When we started Funders First we had one goal in mind. To be the only trusted source to honestly restructure financial professionals’ clients who they knew had no chance of getting their MCAs bought out with more funding. When a client has nothing left anyone can use, no assets, no collateral, no returns, the file usually dies in a stack of declines. We built the place it goes instead.

The honest next step

Working only through professionals means financing was already tried. Restructuring the stack into one sustainable payment keeps the business alive and every funder whole, no settlement, no write-down, no walking away. It is the option the good brokers always wanted and never had.

Funders First — Introduction03

how we’re differentWe restructure. We don’t settle.

Every funder is paid the entire remaining balance, every position. We do not negotiate a discount. Submissions with 1 position are declined and encouraged to work directly with their funder. It’s when a merchant has 2+ it becomes difficult to manage. 3+ it’s impossible to manage each funder’s verbal reductions. We’re the 900lb. gorilla that takes on that burden so your client doesn’t have to.

Where you stand

You price the file, like any deal you already run. We never market to your merchant, never fund, never lend. Your client comes back to you fundable, and the relationship was yours the entire time. We DO NOT market to YOUR clients, we market to YOU.

How it works

Your files. Your Dashboard.

Every ISO has their own dashboard to track their deals and submit directly online. Powered by Spyder™

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Nº — The dashboard

your entire bookIn your pocket.

Submit, price, and track every deal from your phone — and every enrolled client gets a dashboard of their own.

Home — the book at a glance
Home — the book at a glance
Submit — a file from your phone
Submit — a file from your phone
Deals — every status, live
Deals — every status, live
Resources — materials to sell with
Resources — materials to sell with
Team — bring your people in
Team — bring your people in
Your client's view — their own dashboard
Your client's view — their own dashboard

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Step 01

Submit Online

Send the file through your dashboard on your smartphone or desktop — application, statements, and agreements or estimated balances in one place. Or send the link directly to your client and it will appear on your dashboard. Two positions minimum.

Step 02

Halcyon™ Scan

The engine reads the full statements and MCA agreements for every deposit, every pull, every last legal detail. It then cross references revenue against every contract at time of funding and thereafter.

Step 03

Approved

Approvals are within 24 hours maximum and typically within the hour. Terms are engineered for you to set and go over with your client to fit their needs. You price every one of your deals.

everyfunder

PaidEntireBalanceOwed.Period.

everybusinessowner

PaymentsReduced30%60%

everyISO

PaidonEntireDebtStack

Nº 05 — The standard

no settlements. Ever.

no marketing to merchants.

no guesswork.

Nº 06 — Membership

membership isRequired.