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For MCA brokers and ISOs

The MCA CRM that runs the whole floor.

Valhalla is the merchant cash advance CRM and power dialer for MCA brokers and ISO sales floors. Leads, calls, underwriting, e-sign, lender submissions and payouts on one file. One login. One bill.

  • Power dialer in every seat
  • Up to 6 lines per rep on Pro
  • E-sign included
  • Unlimited US calling (fair use)

From first call to funded

Everything an MCA floor runs on.

Power and manual dialer

Click to call, or let the next number dial itself. Log the outcome and keep talking.

  • Manual and power dialer in every seat
  • Multi-line dialing, up to 6 lines per rep (Pro)
  • Local time on every lead card
  • Callbacks reminded in the merchant’s local time
  • Hold and warm transfer, opener to closer
  • Voicemail drop in one click (Pro)

AI call summaries

What was said, in a line, on the lead card. The closer picks up where the opener left off.

  • AI call summary after every call (Pro)
  • Recordings and transcripts on the card (Pro)
  • Voicemail AI filter: only real call-backs reach a rep (Pro)
  • Manager live view of the whole floor

AI bank-statement underwriting

Bank statements analyzed and the file underwritten, on the same card the rep dials from.

  • Statements analyzed on the file
  • The file underwritten before the pitch
  • Prefilled applications sent by text or email

E-sign inside

Applications go out and come back signed inside Valhalla. No separate e-sign bill.

  • Send the application from the card
  • Signed copy on the same file

Lender match and submission

Matched to the right lenders and submitted from the file. Replies land in the offers inbox, on the right deal, ready to pitch.

  • Lender match from the file
  • Offers inbox: replies become offers

Leaderboard, contests, payouts

Today, week, month. Ten Viking ranks, contests with prizes and a full-screen celebration when a deal funds.

  • Leaderboard and badges
  • Contests and prizes
  • Commissions: who gets paid on every deal

Renewals

Renewals come up on time. Old leads come back when they qualify.

  • Renewals on time
  • Retargeting of old leads

One login. One bill.

A separate dialer, a CRM that cannot dial, a texting tool, an e-sign tool, spreadsheets for the money and a leaderboard: one system replaces all six.

  • Dial, text and email from one card
  • Every touch in one history

Built on a real MCA floor

Made by people who dial.

Valhalla started on our own phone sales floor in business funding, where reps dial all day and every extra click costs a deal. Every screen is built for openers, closers and the manager watching the board.

Security

Controls, not promises.

A check before every call and text: calling hours, your Do Not Call list and consent. “Stop” replies go straight to your list. Valhalla gives you the controls; the legal duties for your calls and texts stay with your company. This is general information, not legal advice. Ask your own counsel how the rules apply to you.

Questions

What is an MCA CRM?

A CRM built for merchant cash advance shops. It tracks every merchant from the first call to the funded deal: statements, the application, lender submissions, offers, renewals and rep payouts. Valhalla adds the dialer, so the floor works from one screen.

Is Valhalla built for ISOs and broker shops?

Yes. Valhalla is built for MCA brokers and ISO sales floors with openers, closers and managers, from a few reps to a full floor.

Is the dialer included?

Yes. Every seat has a manual and power dialer with unlimited US calling (fair use). Pro adds multi-line dialing with up to 6 lines per rep.

How much does Valhalla cost?

Base is $199 and Pro is $299 per rep per month. Yearly billing gets 2 months free. There is no setup fee.

Does Valhalla make my calls compliant?

No software can do that on its own. Valhalla gives you controls, such as a calling-hours, Do Not Call and consent check before every call and text. The legal duties stay with your company. This is not legal advice.

See your floor in Valhalla.

A 30-minute live tour on your kind of floor. Your exact price. No obligation.