The back office for MCA funders, staffed by agents.
LoopLlama runs crews of AI agents inside the tools your funding team already uses — Salesforce or HubSpot, Gmail, Twilio, Plaid, DocuSign, and your database — to triage submissions, collect stips, underwrite bank cash flow, send agreements, and keep every merchant moving. A human approves every send and every CRM write.
From submission to renewal, without adding headcount.
Intake & triage
Read broker submissions and inbound inquiries as they land, extract merchant, amount, and revenue, dedupe against Salesforce, and create the Lead or Task in the right owner's queue.
Stips & underwriting
Request missing documents by email, nudge until they arrive, then pull the merchant's bank data through Plaid: monthly deposits, NSFs, existing positions, and a suggested advance range in an underwriting memo.
Offers & funding
Draft the approval or decline from the Opportunity, send the funding agreement through DocuSign, and confirm funding — each send pauses for a human Approve before it goes out.
Servicing & renewals
Follow up on missed payments and NSFs by email or text with the right tone, spot deals that stalled, and reach out for renewals when a merchant is 60% paid down.
Four months of statements, summarized in one step.
Connect Plaid once. When a merchant links their bank, an agent pulls the accounts, picks the operating account, and computes what your underwriters actually look at: average monthly deposits, deposit consistency, NSF and overdraft fees, current balance, and recurring debits that look like existing positions. A second agent writes the memo and a suggested advance range, with every assumption stated.
- Read-only access — agents never move money
- Owner identity check against the applicant
- Works in Plaid sandbox before you go live
- Numbers come from the bank, not from the model
plaid_cash_flow_summary → {
"average_monthly_deposits": 48210.55,
"average_deposit_count_per_month": 41,
"total_nsf_or_overdraft_fees": 1,
"by_month": [
{ "month": "2026-05", "deposits": 51230.10, "nsf_or_overdraft_fees": 0 },
{ "month": "2026-06", "deposits": 47880.42, "nsf_or_overdraft_fees": 1 },
{ "month": "2026-07", "deposits": 46102.90, "nsf_or_overdraft_fees": 0 },
{ "month": "2026-08", "deposits": 47628.78, "nsf_or_overdraft_fees": 0 }
]
}
underwriter → "Deposits are stable (±6%). One NSF in June.
Two recurring daily ACH debits ($412, $189) suggest
two open positions (~$12.6k/mo). Suggested advance:
$38k–$45k with a daily payment ≤ $290..."Start from a working crew.
Every template installs into your account in one click. Edit the prompts to match your stips list, your tone, and your Salesforce fields.
Bank Cash-Flow Underwriting (Plaid)
Pull a merchant's linked bank data through Plaid, compute monthly deposits, NSFs, and existing debt payments, and produce an underwriting memo with a suggested advance size.
ISO / Broker Submission Triage
Classify a broker-submitted deal email, dedupe against Salesforce, and route it by creating the right Lead or Task.
Document / Stips Collection Request
Email a merchant the outstanding stipulations needed to proceed and mark the deal as stips-requested.
Approval / Offer Email Drafting & Send
Draft and send an approval offer email using operator-supplied terms, then advance the Opportunity stage.
Payment / NSF Follow-up
Reach out to merchants flagged with a missed or NSF payment and update their collections status.
Daily Ops Digest (Inbox + Salesforce)
Read this morning's deal-related emails, cross-reference Salesforce, and produce a prioritized ops digest. Read-only.
Agents draft. Your team approves.
Turn on approval for a workflow and every sensitive action — sending an email, creating or updating a Salesforce record, writing a row — pauses the run and shows your operator exactly what the agent is about to do. Approve, reject with a reason, or answer the agent's question, from the dashboard or the API. Every step is recorded with its tool calls and tokens, so compliance can see who approved what.
Built on what you already run.
Bring your own OAuth apps and credentials; everything is encrypted and scoped to your account. Missing a system you rely on? Tell us — connectors are how we prioritize.
Put a crew on your next 50 submissions.
Start free, install a template, connect Salesforce and Gmail, and run it on today's inbox. Upgrade when it earns its keep.