Major updates to the platform — what changed, and what it means for how your team runs deals.
Last update · 17 releases
Outbound now runs from the same system that holds the deal. Build a segment, send, and watch replies land on the contact record.
Neo moved from answering questions to doing the work — it reads the pipeline, prepares files, and takes action inside Specter.
Statement parsing got quicker and steadier on messy scans, so underwriting prep starts from clean structured data more often.
Email, SMS, and calls now live on the record they belong to instead of scattered across inboxes and phones.
Package the merchant file once and route it to every matching lender — no rebuilding the same package portal by portal.
Documents that deserve a second look get flagged before a file is packaged, not after a funder catches it.
Funders can receive structured deal packages directly, with no monthly minimum — pay only for what they review.
Stacked funding shows up earlier in the read, so underwriting sees existing positions before an offer goes out.
A full view of where every deal stands, plus what each funded file paid out.
Contracts get signed in-thread and funded deals reach the ledger without a manual re-entry step.
Underwriting signals now come into the file directly instead of being looked up in another tab.
Every rep gets their own intake link, so merchant applications land as structured deals instead of email attachments.
What a file is waiting on is now explicit on the record, for both sides of the submission.
Enterprise teams can wire Specter into the rest of their stack and push deal events anywhere.
The first stage-based view of the desk — every merchant file in one place, moving through funding.
Statements became structured data instead of PDFs someone reads by hand.
The first release: a finance-native CRM for brokers and lenders, built around the deal file rather than a generic contact record.
Submissions, lender routing, underwriting data, and compliance in one workspace. Tell us about your pipeline and we'll tailor the walkthrough.