User Guides
Deal Management
Creating, viewing, and managing deals in the portal
Deals List
The deals page shows all deals for your funder account. You can:
- Search deals by merchant name or deal ID
- Sort by any column (click column headers)
- Filter by status
Each deal shows: Deal ID, Merchant, ISO, Status, Created date, and last activity.
Deal Detail
Click any deal to view its full details:
- Deal terms — Purchase price, factor rate, payment amount, and all computed values
- Submission details — If the ISO has submitted, see their selected configuration
- Fee breakdown — All fees with types and amounts
- Prepayment schedule — Discount tiers if configured
- Attachments — Stipulation files uploaded by the ISO
- Activity log — Timeline of all deal events
Release a Deal
Click the Release button on a deal detail page to revoke the offer. This makes the calculator URL stop working. This action cannot be undone.
Creating a Deal Manually
Click New Deal on the deals list to create a deal directly from the portal (instead of via API).
The deal creation form has 9 sections:
- Deal Info — Merchant name, ISO name, deal ID, deal type
- Core Terms — Purchase price range, buy rate, max upsell
- Payment Structure — Frequency, payment count range, payment ceiling
- Holdback & Balance — Holdback percentage, existing funding balance
- Fees — Add/remove fees with type, amount, visibility, and adjustability
- Prepayment — Select prepayment model and configure parameters
- Display — Toggle visibility of fee breakdown, prepayment, stipulations
- Stipulations — Required documents for the ISO to upload
- Notifications — Email recipients and assigned users
API Simulator
The API Simulator tab lets you:
- See the exact JSON payload that would be sent via API
- Copy as JSON or cURL command
- Simulate the adapter pipeline to see how defaults are applied
- Compare your input vs. the final payload with funder defaults