The AI acquisition and merchant management system built for MCA teams.
Engage new and aged leads automatically, follow up by email and iMessage where enabled, request merchant documents, route qualified opportunities to your reps, and send complete files to your funders from one connected workspace.
— one-time setup plus outcome-based weekly billing.
StrivePoint messaging
Where enabled
Hi Marcus, this is Dana with the funding desk. Sending over the document list we discussed.
Signed application and three months of business bank statements.
Got it. Sending them this afternoon.
Appointment confirmed — Thursday 11:00 AM ET
StrivePoint Workspace
Sample viewNorthline Auto Care
- Active campaign
- Aged reactivation — wave 3
- Qualification
- Interest captured on call
- Document request
- Application + statements sent
- Submission
- Queued — 2 funders selected
- New lead received
- Document request sent
- Submission queued
Illustrative preview — mock merchant data. No merchant, client, or funder information is shown anywhere on this page.
One connected merchant workflow
Steps one through six run in order. Select any step to hold it and see what the workspace holds at that point. Every step is described in full without interaction.
StrivePoint Workspace
Mock dataStep 1 — Campaign intake — sample
- Source
- Aged list import
- Campaign
- Aged reactivation — wave 3
- Calling window
- 11:00 AM – 9:00 PM ET
Illustrative photography. Photo by Austin Distel on Unsplash.
More conversations. Less manual chasing.
- Automatic lead acquisition
- New and aged lead lists load into managed calling campaigns.
- Campaign scheduling and pacing
- Aged lead reactivation
- Calling window controls
- AI calling and reception
- AI agents run outbound conversations and answer inbound calls.
- Qualification questions
- Objection handling
- Call recording and review
- iMessage and email follow up
- The conversation continues from the same workspace after the call.
- Per rep merchant email
- iMessage workspace where enabled
- Templates and per send review
- Live transfers and appointments
- Qualified merchants reach a rep while the interest is fresh.
- Routing to available closers
- Appointment booking
- Callback scheduling
Request what you need. Submit when you decide.
The same merchant record carries the document request and the funder submission. Your team stays in the approval path for both.
Northline Auto Care — sample merchant
Approved document checklist
Merchant message preview
Sending the document list we discussed: signed application and three months of business bank statements.
Got it. Sending them this afternoon.
A request being sent does not mean documents were received.
Northline Auto Care — sample merchant
Merchant file
A queued submission is not a funding approval.
Funder selection and status
Funder names and statuses shown here are synthetic.
Requesting documents does not confirm receipt, and a queued submission is not a funding approval.
Submission review
2 funders selected
Queued after your team approves.
Illustrative photography. Photo by Austin Distel on Unsplash.
Automation handles the repetition. Your team keeps control.
- Your team chooses which documents to request.
- Your team chooses which funders receive a file.
- Your team reviews before anything sends.
- Your team tracks every merchant and submission state.
Hear how the AI speaks to merchants
Merchant Qualifier Call
Sample callAI agent confirming merchant interest, asking qualification questions, and identifying whether the lead is ready for a live transfer.
Aged Lead Reactivation
Sample callAI agent reconnecting with an older lead, restarting the conversation, and moving the opportunity back into the pipeline.
Live Transfer Handoff
Sample callSample handoff moment where a qualified merchant is routed directly to an available closer.
How it works
Connect your workflow
We map your lead sources, routing rules, funder directory, and team structure.
Configure automations
Scripts, campaign schedules, follow up templates, and qualification criteria are set up with you.
Launch engagement
Campaigns start calling, qualified merchants reach your reps, and follow up continues in the workspace.
Manage and optimize
Track pipeline and submissions, review calls, and tune campaigns as your office grows.
Choose the system built for your office
One-time setup fee plus outcome-based weekly billing. Usage is billed weekly based on one successful outcome per call: either a qualified successful transfer, or when the call does not successfully transfer, a booked appointment. One billable outcome maximum per call.
StrivePoint Professional
For growing MCA broker shops ready to automate outreach
$3,000 one-time setup fee
No payment is collected.
- Up to 20 personalized AI agents
- AI outbound calling
- AI receptionist
- Merchant email follow up
- iMessage workspace where enabled
- Live call transfers
- Callback scheduling
- Lead qualification flows
- Document requests
- Merchant pipeline management
- Dashboard access
- Campaign setup
- CRM integration support
- Daily maintenance
- Monthly performance review
StrivePoint Elite
For high-volume funding offices that need advanced automation
$5,000 one-time setup fee
No payment is collected.
- Everything in Professional
- Up to 40 personalized AI agents
- Advanced AI workflows
- Calendar integrations
- Advanced CRM integrations
- Funder submission workflow support
- Multi-department call routing
- Priority live transfer routing
- Advanced reporting dashboard
- Dedicated launch support
- AI lead reactivation campaigns
- Priority optimization
- 24-hour support
- Quarterly strategy reviews
StrivePoint Enterprise
For large broker shops, ISO networks, and national funding companies
Tailored to your operation
No payment is collected.
- 40+ AI agents
- Multi-office deployment
- Advanced workflow architecture
- Custom CRM development
- Large-scale call operations
- Advanced routing logic
- Dedicated account management
- Custom reporting
- Enterprise integrations
- White-glove implementation
- Custom support structure
- Built for national teams
Frequently asked
Ready to run acquisition and submissions in one place?
See how merchants move from a new lead to a submitted file, and what your team still controls at every step.
Schedule your intro call
Tell us a little about your funding office so we can prepare the right setup for your team.