covmont

Connected Lending

Four months of banking
in a broker’s hand in
four minutes.

Get the banking history directly from the account, current through today — stacking caught in real time, no statements to chase, and the same view shared with underwriting.

Limited early access for MCA brokers and lenders
Extended banking history available

How it works

The easiest way to connect your customers’ business bank accounts.

Give customers a secure way to connect once so you and underwriting see the same banking in real time.

MSMaple Street MarketCustomer
Secure connection link
covmont.com/c/msm-7q4x
Text message
Email
Send link

Link to customer

MSMaple Street MarketCustomer
Banking connected
Business Checking••••4671Connected

Customer connects

MSMaple Street MarketCustomer
Banking connected
4 months available
MayJunJulAug
Current through today

Broker connected

What arrives

Your customer’s banking, live.

Financial profiles / Maple Street Market LLCRefreshed 9:41 AMCVM-4471-MSM
MSMaple Street Market LLC · Financial profileAustin, TX · Grocery & specialty retail · Est. 2016Current through today
Connected accountChase Business Checking ••1124 · Linked
CoverageMay 1 → Today
3-month average true revenue$28,370
Monthly banking4 months · May 1 → Aug 19
MonthTrue revenueAvg. daily balance# DepositsHoldbackNegative daysNSF events
May 2026$18,74000
June 2026$26,3150
July 2026$21,890
August 2026*$24,18000

* August through Aug 19 — partial month, updated 9:41 AM today

Loan positions (2)
LenderStatusLast paymentPaymentsScheduleDisbursement
Active$18594DailyApr 2 – Oct 2, 2026$18,500Apr 2, 2026
Active$42010WeeklyJun 14 – Dec 14, 2026$12,000Jun 14, 2026
Read from the institution · Chase · 1 accountAs of Aug 19, 9:41 AM

Understand the banking behind the business.

Covmont identifies funding, debt, revenue, and internal cash movement across connected accounts.

  • Recurring Debt & Fee MappingMaps active obligations, NSFs, and negative-balance days.
  • Clean Revenue CategorizationSeparates operating revenue from funding, P2P payments, refunds, and other non-operating credits.
  • Multi-Account Cash IsolationIdentifies internal transfers and sweeps so the same cash isn’t counted twice.

Catch what changed before you submit.

Refresh month-to-date activity to see recent funding and account changes since the last statement in the file.

  • Current banking, on demandBring the banking profile current without rebuilding the file.
  • Funding source identifiedSee matched funding deposits by source, amount, and date.
  • Changes since the last statementSee what changed in the account since the last statement on file.

Fits your workflow

The verified banking view arrives where your team already works.

Use Covmont without changing how your office operates. Send a link when it fits the deal; the banking comes back into the workflow you already run.

CovmontJust now
Banking profile updatedMaple Street Market — new funding detected since the last statement.
Available · CRM · API · Covmont
Your CRMOn the deal recordAdded
APIDelivered to your systemsAvailable
CovmontReady to reviewReady

Connected once.Current from there.

Bring live banking into every deal.

Start with a limited early-access rollout for your brokerage or lending team.

Limited early access for MCA brokers and lenders