For MCA / Business Funding · 9 Grok Bots

The back office that preps every deal — and keeps every offer compliant

9 Grok Bots for an MCA funder or ISO: turn every application and bank statement into a clean deal file, build the underwriting prep packet, match the funder box, draft a fully-disclosed offer, watch the stage and renewals, and keep the state disclosure map current — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
9 bots·3 domain specialists·Success metric: Clean fully-disclosed deals funded per rep·Category: Finance
The problem it targets

Running a deal is a string of calls plus a scramble for the bank statements, the application, and the funder stips, then a race to package and submit before the offer goes stale, then renewal-timing math on every merchant paid down past about half — while statements land in email, offers live in five funder portals, and the follow-ups live in someone's head, so deals stall, offers expire, stips go unchased, and a disclosure is missed on a deal that funds.

What you get

From day one

1

Every inbound application, bank statement, and merchant email organized into one per-deal file with a stips checklist and missing-doc flags, so no deal is worked from a half-built file.

2

A funder-ready prep packet — balances, deposits, NSF and negative days, and existing advances detected as a responsibility check — and drafted submission packages matched to the funders whose box the deal fits.

3

Every offer summary generated with its state-required disclosure populated — funded amount, finance charge, total repayment, estimated APR, term and holdback — never a bare factor rate.

4

A daily pipeline view of stage, aging stips, expiring offers, and renewal eligibility by paydown, plus a current state disclosure map and a registration-gap flag, so no deal funds without its disclosure on file.

Meet the team

9 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
One daily brief and one approval queue across the fleet
Approves: queues each proposal for you
2

Intake Organizer

intake
read-only
Watches & prepares — never sends
Per-deal files from applications, statements, and email, with a stips checklist
Approves: none (nothing leaves; files are internal)
3

Deal Analyzer

specialist
read-only
Watches & prepares — never sends
Funder-ready prep packet — balances, deposits, NSF/negative days, existing advances
Approves: none (the human underwrites)
4

Funder Matcher & Submission Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Funder-box matches and drafted submission packages, one funder at a time
Approves: every submission before it goes to a funder
5

Offer & Disclosure Drafter

drafter
Drafts for your review — you approve before anything leaves
Offer summaries with every state-required disclosure field populated
Approves: every offer and message before it reaches the merchant
6

Deal Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed calls, stip and offer-expiration reminders, recording-consent step
Approves: every message and booking
7

Pipeline Tracker

tracker
read-only
Watches & prepares — never sends
Stage, aging stips, expiring offers, renewal eligibility, and disclosure-gap flags
Approves: none (nothing leaves; you confirm changes)
8

Compliance & Disclosure Reviewer

specialist
specialist
Drafts for your review — you approve before anything leaves
State disclosure map, per-offer disclosure, registration-gap flags
Approves: counsel confirms the map and every disclosure
9

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party renewal and referral-partner outreach to your own opted-in merchants
Approves: every post or message before it goes out
The handoff — one shared chat
Organizer→Analyzer→Drafter→Drafter→Coordinator→Tracker→Reviewer
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every submission, offer, message, and reminder waits for your approval.
  • ×It never presents a factor rate on its own — every offer carries its finance charge, total repayment, and estimated APR.
  • ×It never drafts a confession of judgment, engineers a stack, automates collections or daily-ACH, or moves money.
  • ×It works only merchants you own and opted in — no purchased UCC or aged-lead lists — and the map it keeps is not legal advice; your people underwrite, present, and file.
Clean
fully-disclosed deals funded per rep
How you'll know it's working

One number, measured over time

More clean deals funded with every required cost disclosure on file and less stip-chasing — each merchant funded with the state-required commercial-financing disclosure recorded, and outstanding stips kept from aging

Before day one

What you fill in — the bots never guess these

deal-file
the per-deal file and stips checklist every bot reads.
funder-box
your funders' credit criteria; the only source of match rules.
state-disclosure-map
the state disclosure and registration map your counsel keeps current, statute cited per row.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training