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Merlin Grace

Embedded finance quoting

Connect product quotes with finance options.

Merlin Grace Capital helps suppliers bring suitable finance options closer to the sale and coordinates the journey from customer consideration through funder assessment and documentation.

Integration scope

Connections are agreed case by case

The workflow illustrates the service. System connections are only available where technical access, funder participation and responsibilities are confirmed.

Core service

Relationship-led and closely managed.

We understand the sale, collect the essentials, assess the transaction against suitable routes and coordinate the next steps with clear ownership.

Supplier
MG
Suitable route

Connected workflow

Connect the reliable stages.

Where systems can connect, agreed information, applications, documents and statuses can move with less re-entry. Availability depends on technical access and commercial agreements.

CRM
MG layer
Funders

Integration capabilities

Capability follows dependable connectivity.

Each capability is subject to verified systems, permissions, funder access and commercial agreements. No connection is assumed until confirmed.

Single information capture

Capture agreed customer and transaction details once, reducing repeated entry where supplier and funder data requirements can be aligned.

Appropriate funder routing

Direct suitable opportunities towards available routes using agreed criteria, subject to participating funders and the quality of captured information.

Electronic application hand-off

Pass validated application information securely where funder technology, permissions and broker arrangements support electronic submission.

Quote and status retrieval

Bring available responses and meaningful progress stages closer to the supplier workflow, dependent on reliable funder access and shared status definitions.

Electronic documentation

Coordinate document requests, completion and signing with clearer ownership, where each party's systems and compliance process permit it.

Reporting and supplier branding

Give suppliers a clearer view of activity and support a branded customer journey where agreed data access, disclosures and technical scope permit.

Supplier-branded journey

Your brand in front. A supported finance process behind it.

For suitable relationships, a finance journey may be presented as part of the supplier proposition where scope, responsibilities, disclosures and technical feasibility are agreed.

Your company finance

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