Offer Builder
ISO Preview Mode
This is what your ISO partner sees
Client Information
Structure Offer
$
$5k
$1M
PTR
Pmts
Time in Business
4+ months
Credit Score
500+
Monthly Revenue
$10,000+
Bank Statements
3 months
Industry
Most accepted
Lender Mode
BUY
MAX
Max Upsell
0.24
Max ISO Profit
$0
ISO Mode
Adjust your sell rate to set your profit margin
SELL
Buy Rate
1.15
Upsell
0.10
Your Profit
$0
Offer Options
Origination Fee
%
Prepay Discount
%
Custom Term Label
Offer Expiration
ISO Name
Lender Name
Offer Notes
Closing Documents
You Get
$50,000
Payback
$62,500
Principal
Cost of Capital
Term Length
6 months
Payments
130
Factor Rate
1.19x
Total Cost
$12,500
Daily Payment
$480.77
How to Use
1
Set Terms — Adjust funding amount, factor rate, and term length using the sliders on the left
2
Add Options — Click "Add Option" to create up to 3 offers (A, B, C) for comparison
3
Customize — Add client info, closing docs, and offer notes in the expandable sections
4
Share — Use the Share button to copy a link or generate a PDF for your client
Pro Tip: Click "Preview" to see exactly what your client will see before sharing