Deal Board
Deal boards are the central management views displaying broker pipelines and funder deal queues — the operational dashboard enabling ISO and funder workflow coordination, deal prioritization, and team management.
Why This Matters
Deal board functionality: visual pipeline display (typically Kanban-style stages from initial inquiry through funded), deal-level information (merchant name, amount, factor rate, status, age in stage), filter and sort capabilities (by funder, by underwriter, by stage, by aging), team assignment (deals routed to specific underwriters or processors), and analytics overlays (conversion rates, cycle times, bottleneck identification). Strong deal boards enable workflow scaling; weak boards force manual coordination through emails and spreadsheets.
Frequently Asked Questions
Frequently Asked Questions
Are deal boards different from CRMs?
Different focus. CRMs emphasize relationship management and sales pipeline; deal boards emphasize operational workflow and capacity management. Modern broker platforms integrate both functions or provide separate but integrated tools.
What's the value of stage-aging visualization?
Identifies stalled deals requiring intervention. A deal sitting in 'underwriting' for 5 days indicates either documentation issues or funder communication breakdown — visual aging triggers proactive resolution before deals die.