BPO support for MCA and business funding teams

Unitex supports merchant cash advance brokers and funders with the outreach, qualification, and data work behind every funded deal — so your closers spend their time on qualified merchants, not busywork.

How Unitex supports MCA businesses

From first outreach call to organized submissions, we keep your funding pipeline moving.

How Unitex supports MCA businesses

From first outreach call to organized submissions, we keep your funding pipeline moving.

Merchant Outreach

Consistent cold calling and follow-up campaigns that keep qualified merchants entering your pipeline.

Lead Qualification

Structured qualification around revenue, time in business, and funding needs before leads reach closers.

Application Support

Application data entry, document collection follow-ups, and organized submission files.

Application Support

Application data entry, document collection follow-ups, and organized submission files.

CRM & Pipeline Management

Accurate stages, clean records, and reliable follow-ups in the CRM your team already uses.

CRM & Pipeline Management

Accurate stages, clean records, and reliable follow-ups in the CRM your team already uses.

Renewal Campaigns

Timely renewal outreach that brings funded merchants back at the right moment.

Discuss Your Requirements

Tell us what is taking time away from your customers, sales, and growth. Consultations are free — we will recommend a team and workflow that fits.

From first call to working team

A structured onboarding process takes you from business challenge to working team.

01

Discovery

We learn about your company, workload, tools, and desired outcomes.

02

Solution Design

We define responsibilities, team structure, schedule, and communication.

03

Team Onboarding

Your team learns your systems, workflows, scripts, and quality standards.

04

Launch & Improve

Work begins while performance and processes are continuously reviewed.

Why Unitex

Outsourcing designed around your business.

Built for the pace of the funding industry

MCA moves fast. Your Unitex team is trained on your scripts, qualification criteria, and compliance guidelines, and keeps outreach volume consistent day after day.

Script-trained callers

Your qualification criteria

Consistent daily volume

Clean CRM data

Submission-ready files

Pipeline reporting

"Our Unitex setters keep three closers busy full-time. Qualified transfers are up and our submission files finally come through complete."

Unitex BPO Client

Managing Partner, MCA Brokerage

Start with the support you need

Begin with one professional or a small dedicated team and expand as your workload grows.

01

Keep closers on qualified calls.

02

Submit cleaner files, faster.

03

Never miss a renewal window.

Starter Team

Flexible

built around your workload

One outreach specialist

Merchant list building

Qualification and transfers

CRM updates

Weekly activity reports

* Expand your team as requirements grow.

Popular

Dedicated Team

Scalable

expand as you grow

Outreach and qualification team

Application processing support

Renewal campaigns

Submission organization

Custom pipeline reporting

* Custom plans built around your business.

Frequently Asked Questions

Yes. Onboarding covers funding terminology, your qualification criteria, scripts, and compliance guidelines before live outreach begins.