SwitchBox AI

SwitchBox is a powerful fintech CRM platform built for merchant cash advance (MCA) brokers and funding teams.

Designed to simplify complex deal workflows, SwitchBox helps brokers manage leads, organize documents, track lender submissions, and monitor funding progress — all in one secure and structured environment.

With real-time visibility into deal stages and performance insights, teams can improve productivity, reduce operational errors, and accelerate funding cycles.

Key Features

• Manage MCA deals from submission to funding • Track lender interactions and deal statuses • Securely store merchant documents and financial data • Monitor deal progress with structured workflow tracking • Collaborate with team members in real time • View funding performance and pipeline insights • Built with enterprise-grade security standards

SwitchBox is designed for professional funding organizations that require reliability, performance, and scalability in their daily operations.