For ISOs, Brokers & Referral Partners
High utilization, thin business credit, declined merchants — we specialize in exactly the files that fall out of your pipeline. Send them to us, keep your relationship, and get them funded properly.
Why Partner With Streamline
Files that don't fit your funding box today — utilization, credit, documentation — are the files we're built for. Instead of dying in your CRM, they become funded clients.
Your client stays your client. Our communication is professional, coordinated with you, and your portal shows every update — you're never in the dark on your own file.
Credit review, estimate, strategy, documents, applications, lender follow-up — our team runs the full process. You submit the file; we do the work.
How It Works
Use your dedicated submission link — basic client info plus any docs you have on hand.
Our Underwriting Engine reviews the profile and returns a funding estimate with real ranges.
You see the estimate first, set your terms, and deliver it to your client from your portal.
We run strategy through funding. You track every stage — and get paid on success.
Every deal you've sent, in one place — no chasing anyone for status.
Getting Set Up
Book a call and we'll walk through your book, agree on how we'll work together, and set up your submission link and portal access — usually within one business day.
Book a partnership call — we'll show you exactly how your deals move through our process.
Streamline Finance is a consulting firm, not a lender. Results are not guaranteed.