New Deal
A broker or ISO sent you a merchant who wants funding. Fill in what you know. You'll complete the financial review later (Pre-Fund Review).
👋
This is Step 1. After submitting, go to Pipeline to move the deal forward as it progresses.
🏢 Business Information
Business name is required
Owner name is required
Numbers only — type 50000 not $50,000
🤝 Who Sent This Deal?
📝 Any Notes?
Pipeline
Click any card below to see all deals in that stage. Or use the section below to move a specific deal forward.
📁 View Deals by Stage — Click to Open in Asana
📥
New Leads
Fresh submissions
📄
Contracts Out
Waiting on signatures
🔐
Logins Pending
Waiting on bank access
🔍
In Review
Revenue being reviewed
📋
Waiting on Docs
Docs requested
✅
Ready to Fund
Approved, awaiting wire
💰
Funded
Deal funded ✓
⏸️
On Hold
Paused deals
❌
Declined
Not approved
⚡ Move a Deal to a New Stage
Search for a deal, pick its new stage, click save. That's it.
👤 Update ESE Sales Rep on a Deal
Pre-Fund Review
Use this tab after you have access to the merchant's bank account and right before you fund the deal. Fill everything out, then go back to ② Pipeline and mark the deal as Funded.
📌
Follow the steps in order 1 → 7. Each step prepares the deal for funding and sets the automatic renewal reminder.
Step 1 — Find the Deal
Step 2 — Broker / ISO Details
Step 3 — How Are Payments Made?
This determines when the renewal reminder fires. Pick whichever matches how this merchant will make payments.
Step 4 — Revenue Sources
Enter the merchant's monthly revenue from each bank account or processor. Most recent month goes in the first column (left).
⬅ Most Recent MonthOldest Month ➡
📊 Combined Monthly Average (all sources)
$0
Step 5 — Which Entity is Funding This Deal?
Ask your manager if you are not sure which entity to use.
No entity selected yet
Step 6 — Funding Amount & Term
Funding amount is required
Fund date is required
Daily ACH: count only Mon–Fri payments — do NOT include weekends
Estimated term is required
Step 7 — Save Everything to Asana
Review the summary below, then click Save.
Fill in the fields above to see a summary...
Payments
Every time a payment comes in (or doesn't), log it here. This creates a record in the deal's Asana timeline.
Step 1 — Find the Deal
Step 2 — Payment Details
What Will Be Saved
Select a deal above to see a preview...
Collections
Use this tab to log updates on merchants who are not paying. This tab only shows deals that are already in a Collections project.
⚠️
Deal not showing up? First go to , search for the deal, and move it to "⚡ Collections". Wait 15 seconds, then come back and search here.
Step 1 — Find the Deal
Step 2 — Collections Update
Comment Preview
Select a deal and fill in details above...
Renewals
Deals that are 55% through their term automatically appear here with a reminder. Deals in Collections are excluded.
Funded Today
Real-time view of deals funded today and this week. For wires, ISO commissions, and weekly payouts. Deals appear here once their Pre-Fund Review has been saved through this hub.