Send us the request. Win your deal.
Every funded merchant is a future renewal. Credit Desk helps your merchants build stronger business credit, strengthen lender readiness, and get ready for better financing options on their next round.
- Prep funded merchants for renewal
- Funded merchants and active deals
- Present-ready files for every deal
- Strengthen merchant relationships
Send us the request. Get back everything you need to position your offer and win your deal.
For your funded merchants and active deals, first-time or renewal. Submit the request and you get a branded, ready-to-present file: their score, what we can fix, the before and after, and the plan. Share your screen, click through the slides together, and let your client tap Start now while you are on the call.
Demo data. Fictional business.
We're credit and lending specialists with a proven track record.
The best ISOs don't just fund merchants. They help merchants build stronger business credit.
Stronger business credit profiles
We help your merchants build credit profiles lenders want to see.
Payment reporting review
We review payment reporting and help correct inaccurate items.
Increased lender confidence
A stronger profile can help lenders see your merchant more clearly.
Business credit health can influence access to financing, supplier terms, and lending options. When your merchants show up with a stronger file, everyone wins.
Send your funded merchants to Credit Desk before their next round.
While they pay down their current funding, we strengthen their credit profile and lender readiness, so they come back for renewal ready for a bigger, cleaner approval.
Bring more to every deal.
Every client you send gets a private review page that explains their file in plain words, shows what we can fix, and lets them sign on the spot. You get the credit for it.
Your brand first
Your clients see your logo on their review, with a small Powered by Credit Desk line.
No-login review links
Each client gets a private page. One tap opens it. No account, no password.
The Bankable Score
One simple 0 to 100 number, today and after the plan. Easy to explain on a call.
Present mode
Walk your client through their file in five slides. Every fix shows early and often.
Live e-sign
When your client is ready, they tap Start now and sign on screen, right there with you.
Track every deal
See when they open it, view the fixes and sign. Every referral tracked deal by deal.
Everything you need to win your deal
Tap through what you and your clients get.
Your client's review page
Every client you send gets a private page with your logo. Scores up top, fixes below.
Demo data. Fictional business.Your logo on every review. Our team behind it.
At the first stage, your merchant sees your brand. When they sign, the agreement is with Credit Desk and the page says Referred by you. Clean for the contract, and you keep the credit.
- Your logo, name and color on every review page
- Powered by Credit Desk, kept small
- Set it up once in your partner portal
They say yes. They sign. Right on the call.
No printing, no chasing. Your merchant signs on screen with a finger or a mouse, and gets a signed copy by email right away. You see it in your portal the moment it happens.
Your whole referral pipeline at a glance.
Sign in and grab your branded link. Refer a deal in seconds. Then watch each merchant move from review sent, to opened, to signed.
- Your branded referral link, ready to copy and share
- Business credit monitoring keeps your merchants renewal-ready
- A Refer a deal form for one-off files
- Live status for every merchant you send
Every merchant in your pipeline has value.
Help the merchants you already have get ready for more.
Funded merchants
Prep them for renewal while they pay down.
Old leads
Re-engage old leads and bring them back.
Existing customers
Increase lifetime value with stronger credit and more funding.
Renewal clients
Help them come back with a stronger file.
Stale CRM databases
Unlock value from your existing database.
We never compete with our ISOs.
We don't replace your funding relationships. We strengthen them. Your merchant remains your client while we handle the business credit strategy behind the scenes.
The Credit Desk serves as a seamless extension of your business. By referring your funded merchants to us, you help them qualify for better terms on the next round, strengthen your client relationships, and create future funding opportunities.
We help your merchants build fundability
Our specialists help your merchants with:
- Business credit analysis
- Payment score improvement strategies
- Business credit profile optimization
- Business credit monitoring
- Reporting error correction
- Credit-building vendor strategies
- Fundability consulting
- Ongoing lender readiness
More renewals
Better qualified merchants return for additional funding.
More approvals
Stronger business credit can improve lender confidence.
More deals to win
Renewal-ready merchants give you more deals to position and win.
Better retention
Become more than just another funding source. Become a long-term financial resource.
Four simple steps
Refer your merchant
Funded merchants, renewals and existing clients. Send your branded link or submit the deal in your portal.
Free credit assessment
We analyze the business credit report and identify key opportunities for improvement. Your merchant gets a private review page with your brand on it.
Custom improvement plan
Our specialists work directly with the merchant. They sign online, and you see it happen live in your portal.
Better positioned for funding
When the merchant is ready, they're in a stronger position to pursue financing. With you.
Want these tools on your next deal?
Talk with our team about how Credit Desk can support your funded merchants and active deals.
Why ISOs choose The Credit Desk
Built for partners that want more than one-time deals. Credit Desk acts as an extension of your team, giving your merchants a professional credit improvement experience while keeping your ISO relationship at the center.
- Deep lending experience
- Thousands of businesses served
- Proven business credit specialists
- White-glove merchant experience
- Dedicated ISO support team
- Fast referral process
- Transparent communication
- Branded, present-ready files
Which one are you?
Traditional ISO
- Offers one product
- Waits for renewals
- Hopes renewals qualify
- Funds deals
Growth-focused ISO
- Offers a full financial plan
- Creates renewals
- Preps every merchant for renewal
- Funds and builds future fundability
What your clients will say about us
“...this is legit, it's real, and I would say, YES, he's the real deal because I didn't think anyone out there could do what they've done.”
The Jones Family
“He deserves more credit than what I can give him, mainly because he is not only a genius at what he does, but he is passionate about helping folks like you and me succeed.”
“I was skeptical and nervous... I was astounded that Alan did everything he said he could do, and more.”
“His knowledge of credit is unmatched... Alan has that very rare quality to make everyone with whom he engages feel like they and their situation is genuinely important to him. For credit issues, Alan is the expert I turn to.”
Individual experiences. Results vary by business and are not guaranteed.
Prefer to talk first?
We consider the credit health of your book of clients our job to maintain. That's why we help our partners build a more complete financial plan, with both lending and credit products, so your clients get ready for the next renewal or position.
Leave your details and a partner manager will call you. Or call us at (516) 313-4565.
Your next renewal starts today.
Prep your funded merchants for a bigger, smoother next round. See what a branded, ready-to-present file can do for your next deal.