ISO Partner Program

Submit a deal to Workable Funding.

One submission gives your clients access to multiple merchant cash advance and term funding programs. Workable manages underwriting, offers, funding coordination, and commission through one desk.

$10K – $5M 24-hour decisions Same-day review

Your Details

Your Name *

Your Company *

Your Email *

Your Phone *

Client Information

Client First Name *

Client Last Name *

Client Email *

Client Phone *

Business Information

Business Name *

Business Type *

Business State *

Funders restrict by state.

Business City

Entity Type

Months in Business *

In months, not years — 3 years = 36 months. Must be 6+ months.

Monthly Revenue *

Minimum $15,000/month.

Client FICO Score *

500+ to qualify. Estimate OK.

Funding Request

Product Type *

Amount Needed *

$10K minimum. Standard range runs to $2M; deals up to $5M are considered for qualifying files.

Purpose of Funds *

How Urgent?

Payment Method

Does the client have an active business checking account? *

An active business checking account is required for funding. Files without one do not qualify.

Yes, active business account

Repayment Schedule (for underwriting)

Select the debit schedule the client's cash flow can support. This helps underwriting structure the offer, not the merchant's final choice.

Daily debit from accountWeekly debit from accountMonthly debit from account

Documents

Upload one file per month of business bank statements — the last 3 months are required, and a 4th month helps if you have it. Add the signed application if the client already completed one with you; if they haven't, this form is the application. PDF, JPG, PNG or DOC, up to 25MB each.

Bank Statement — Month 1 *

Bank Statement — Month 2 *

Bank Statement — Month 3 *

Bank Statement — Month 4 (optional)

0 of 3 required statements attached.

Signed Application (optional)

Zero Balance Letter (optional)

Include this if the client had a prior default that was settled.

Underwriting Questions

These answers let us structure the right offer the first time. If a client applied for one amount but will realistically take another, tell us here.

Realistic Amount Client Will Take

Leave blank if same as amount requested.

Max Payment Client Can Afford

Payment Frequency

Existing Advances / Loans (if known)

Check the statements — funders price off this.

Balances & Payments on Those Positions

Prior or Competing Offers

Why Was It Declined or Not Taken?

Negative Days (if known)

NSFs (if known)

Average Daily Balance ($)

Prior Default or Settlement?

Additional Information

Notes or Comments

I verify that the information provided is accurate and complete. *The client is aware of and agrees to this funding application. *

Documents stay attached to this submission so nothing is separated from the file.