STEP 01 · DONE
Create your brokerage
Business name, EIN, primary state — 60 seconds.
Meridian BrokerageLegal name
DE · DelawareState of formation
MCA + Term loansProduct types
2–5 brokersTeam size
✓ Brokerage created
STEP 02 · DONE
Add your lenders
Bring your relationships. FM handles the submission mechanics.
NXNexlink Capital
MFMeridian Funding
CBCopperbridge Financial
+ 3 more
✓ 6 lenders connected
STEP 03 · YOU'RE HERE
Bring your first deal
Send a magic link, or upload bank statements to try the AI live.
Northwind Coffee Co.Applicant
Upload another doc · 4 of 6
STEP 04 · NEXT
Run AI analysis
60-second scan: credit, cash flow, risk, lender matches. Watch it happen.
Ready to run AI
Est. runtime
~54s
Will parse: 4 bank stmts · Credit · Cash flow · 32 lenders
Run AI (locked)
STEP 05 · CLOSE
Submit & fund
Send to matched lenders. Watch offers arrive. Sign contract. Fund.
$78,000
YOUR FIRST FUNDED DEAL
Fund your first deal