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You get a merchant’s bank statements, maybe a credit report and an ISO app. You need to figure out what the deal looks like and get a submission package out the door.

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Submission-ready spreadsheets

The spreadsheet gallery generates formatted workbooks: stack views, monthly columns, LOC scrubs. Download or open directly in Google Sheets.

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Lender matching

The funder registry is your org’s lender directory inside Pathway. Track who funds what, see which funders are already in a deal, and manage your lender relationships alongside your pipeline. Map it to Salesforce so your CRM stays in sync.

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A second offer on the same call

Ramp referrals let you offer a merchant a corporate card alongside the advance. Create a referral from what’s already in the Book, text them the link or send it with their permission, and Ramp handles the application. Your firm earns a commission on referred merchants who are approved and start spending.