FundFlow CRM — Working Capital Network

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Client / Business

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EIN

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All Offers & Stacks

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Upload & Auto-Import

Drop a WCN application PDF + bank statements. A complete client profile is created automatically.

Application PDF

Drop Application PDF here

Single Owner or Dual Owner — auto-detected from your WCN forms

Bank Statements (up to 4 months)

Drop Bank Statement PDFs here

Chase · BofA · Wells Fargo · TD · Citi · US Bank · and more

JotForm Connection

Connected — API key active

API Key

Single Owner Form ID

Dual Owner Form ID

Last Sync

Not synced yet

All Lender Submissions

No submissions yet

Offer Generator

Generate branded WCN funding offers to send to clients

Client Info

Business Name

Contact Name

Primary Offer

Offer Amount ($)

Factor Rate (e.g. 1.40)

Term (weeks)

Payment Frequency

Additional Options

Option 2 ($)

Option 3 ($)

Option 4 ($)

Option 5 ($)

Fill in the details and click Generate Offer

Platform Info

App: FundFlow CRM v1.0

Company: Working Capital Network

Domain: wcncrm.com

Database: Supabase (WCNCRM)

Supabase Connection

Connected to opaitkngvgpztsivsilw.supabase.co