Specter Systems

Specter Systems connects business financing work to your daily CRM, tasks, calendar, documents, communications, and workflows. Authorized brokers and operators can review their pipeline, organize follow-ups, maintain records, compare recorded offers, and prepare or publish permitted automations. Merchants can complete application steps, provide supporting documents, and track their own applicant-facing status. An included skill guides tool selection, account context, accurate reporting, and authorized actions. Interactive cards show application summaries and workflow results. Access uses browser-based OAuth with Google or Microsoft sign-in. New merchant accounts require business information, verified email, and staff approval before activation; existing role and tenant restrictions apply.