Broker Co-Pilot

Your team grows the business.AI agents run the work that follows.

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Hale Capital · MCA broker

Customer

Ridgeway Supply Co.

Restaurant supply

Financing request

$100,000

Working capital

Covmont agents started work · 9:02 AM

0 actions taken · 0 asked of you

What Covmont agents are doing now

Working · 10:47 AM

Comparing the offers that came back for Ridgeway.

Three funders came back on different terms. Covmont is putting the amounts, payments, terms, and costs side by side.

What Covmont agents have 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

Forward Capital · 11:34 AM

Offer back: $100,000.

Cedarline Capital · 11:41 AM

Offer back: $92,000.

Meridian Advance · 11:48 AM

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.

Requested document · CollectedVoided check received
Banking · ObtainedFour months through today
Funder question · AnsweredRequested information provided
Submission packageSent

Complete file delivered to funder

Ridgeway Supply Co. · $100,000 working capital

ApplicationComplete
Ninety days of account activityCurrent through today
Existing positionsOne · $612 a day

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 throughPlaid

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.

Build what’s next with Covmont.See how Covmont can help you deliver better outcomes with AI.

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