BrokerSeat

ISO operations2 min read

Pipeline hygiene: keep your CRM honest

Stale deals and missing notes hide real pipeline. A weekly routine to keep an MCA CRM clean.

Clean glossy pipes connected in a neat loop with a gauge, orange flow inside

A CRM full of stale deals makes forecasting impossible and lets warm merchants slip.

The weekly routine

  1. 1Close out deals that are truly dead, with a reason.
  2. 2Make sure every open deal has a next task and a date.
  3. 3Check that notes from every call are logged.
  4. 4Move merchants who said "later" into a dated follow up list.

Use simple stages

New, contacted, statements in, submitted, offer, funded, lost. Too many stages and nobody updates them.

Review by rep

Each rep walks through their open deals once a week. Ten minutes catches most problems.

Want live MCA leads? Unlock fresh merchants with credits, straight to your CRM.

Get leads now

Related

The ISO dashboard: eight numbers to watch and the 30 day follow up cadence.

Get live MCA leads in your CRM today.

BrokerSeat is a live lead marketplace for MCA brokers, ISOs, funders and lenders. Merchants who asked about funding show up in your feed in real time. Unlock the ones you want with credits and work them right away.

Get leads nowTry the demo

Keep reading

All posts
One chess pawn in front of a growing row of pawns, the first lit orange

ISO operations ·

From solo broker to a small team: when and how to hire

Signs you are ready to hire your first rep, and how to set up leads, logins and process so the team works.

2 min read

A small test tube with glowing orange liquid next to a floating dashboard card

ISO operations ·

Test your CRM wiring with a demo lead before you spend

A broken webhook can cost you a day of leads. Why to test delivery with a practice lead first.

2 min read

A desk lamp lit at night beside a phone, moon visible through a dark window

ISO operations ·

Weekend and after hours leads: who calls them?

Merchants fill out forms at night and on weekends. How to cover those hours without burning out your team.

2 min read

New to buying leads? Start with our guides: How to buy MCA leads, How to choose a provider, MCA leads for ISOs, Conversion playbook, MCA glossary.