Offer Emails & ISO Portal
Send Offers, Track Responses, Give ISOs Visibility
Fundtel handles the full approval management workflow, from branded offer emails to an ISO portal where brokers can track deal status in real time. No more chasing email threads or missing callbacks.
Submission Inbox
Every ISO Submission in One Place
Fundtel ingests ISO submissions from email automatically. Every file that arrives is tracked, processed, and given a real time status so your team always knows what is in the pipeline and where it stands.
| Sender | Subject | Sender | Status | Date | Status |
|---|---|---|---|---|---|
| [email protected] | ConstructionX funding MCA | Ingested | 06/29/26 • 03:16 AM | Ingested | |
| [email protected] | TechVentures loan application | Processing | 06/30/26 • 03:16 AM | Processing | |
| [email protected] | GlobalTrade funding inquiry | Offer Sent | 06/30/26 • 09:16 PM | Offer Sent | |
| [email protected] | RetailCo funding request | Received | 07/01/26 • 02:46 AM | Received |
GFC Merchant Solutions
via Fundtel
Deal Approved: Summit Construction Group | Offer Inside
Hi James,
Great news, we have reviewed the file for Summit Construction Group LLC and we are ready to move forward with the offer below.
Approved Offer
$115,000
To review, adjust, or accept this offer — click below to open your deal portal.
Email Tracking: Summit Construction Offer
Offer Management
Send Offers in One Click. Track Every Response.
Once a deal is approved, Fundtel generates a branded offer email pre-filled with the deal terms. Send it in one click and track open rates, link clicks, and acceptance, all inside your dashboard. No more lost emails or manual follow up.
- Deal terms auto-populated from underwriting data
- Real-time tracking: delivered, opened, clicked, accepted
- ISO clicks through to the portal to adjust terms and accept
- Full audit trail of all offer communications
- Automated follow up reminders for pending offers
Offer Adjustment
ISOs Adjust the Offer Right in the Portal
The email is just the notification. When the ISO clicks through to the portal, they see the full offer and can use sliders to adjust the funded amount and term within your approved range. Daily payment and payback amount update instantly so there are no surprises.
- ISOs dial in funding amount and term with live sliders
- Daily payment and payback recalculate in real time
- You set the min/max range. ISOs can only adjust within your approved terms
- One-click acceptance once the ISO is happy with the terms
Factor Rate
1.28
Daily Payment
$672.50
Payback
$134,400
Please upload the following documents to proceed to funding:
Post-Acceptance
Collect Stips the Moment the Offer Is Accepted
As soon as the ISO accepts an offer, Fundtel lets you immediately send a document request list. The ISO sees exactly what is needed and can upload directly from the portal. No back-and-forth emails required.
- Request a void check, driver's license, or merchant email in one click
- Add any custom document your underwriting requires
- ISOs upload directly from the portal. No email attachments
- Your team gets notified as each document arrives
- Deals move to funding faster with fewer stip delays
ISO Portal
Give ISOs Real Time Deal Visibility
ISOs spend hours calling funders to check deal status. With Fundtel's ISO Portal, your brokers log in and see every deal they have submitted, current status, pending documents, offers, and next steps, without ever calling your team.
- ISOs see real time status on every submission
- Pending document requests visible and uploadable
- Offer details available the moment they are sent
- Communication log per deal — no more status check calls
- Deal history and performance metrics per ISO
Summit Construction Group LLC
Requested $125,000 · Submitted Jun 27
Blue Ridge Trucking Inc
Requested $85,000 · Submitted Jun 27
Coastal Freight Partners
Requested $55,000 · Submitted Jun 26
Metro Dental Associates
Requested $200,000 · Submitted Jun 25
Sunrise Auto Repair LLC
Requested $40,000 · Submitted Jun 24
Workflow
Full Approval Management Workflow
01
Submission Received
ISO emails documents. Fundtel ingests, parses, and creates the deal automatically.
02
Deal Decisioned
Documents parsed, merchant verified, policy engine run. Deal ready with a recommendation.
03
Offer Sent
Your team approves and clicks send. Branded offer email goes to the ISO instantly.
04
ISO Responds in Portal
ISO clicks the link in the email, adjusts terms with sliders in the portal, and accepts. You are notified the moment they respond.