White-Label MCA CRM
Launch a branded funding CRM for your brokerage
DynamicEquity CRM gives MCA teams a clean client portal, broker logins, document intake, lender packaging, AI follow-up scaffolds, fee agreements, and funding repayment tools.
Isolated
Separate CRM Workspaces
Each company can have its own organization, branding, users, clients, and workflow records so one CRM does not mix with another.
Broker Ready
Sales Broker Seats
Owners can add broker accounts with basic client access while keeping SMS, email, funding, payments, and admin tools hidden.
Client Portal
Application + Documents
Send merchants to a branded application and document portal, then package their file for lender submission.
STARTER
Starter
$97/mo
- CRM
- Application portal
- Manual submissions
PRO
Pro
$197/mo
- AI SMS
- Lender matching
- Statement scrub
- Reports
AGENCY
Agency White Label
$397/mo
- White label
- Sub-accounts
- Voice AI scaffold
- Priority routing
How the separation works
Your private DynamicEquity CRM stays yours. SaaS customers get their own organization/white-label workspace, and brokers are only connected to the CRM owner that creates their login.