Virtual assistants for Merchant Cash Advance.webp

Virtual Assistants & Underwriting Support for the Merchant Cash Advance Industry

Vision

Procizo’s vision is to be the best-in-class outsourcing partner for the merchant cash advance and underwriting industries in the United States.

We aim to be the most trusted provider of virtual assistant services and underwriting support, enabling lenders, brokers, and financial services firms to overcome operational challenges, scale efficiently, and achieve sustainable business growth.

Virtual Assistants & Underwriting Services in the USA

Mission

Procizo is dedicated to empowering businesses through reliable, secure, and scalable underwriting support services and business process outsourcing.

Our mission is to deliver measurable value through a comprehensive suite of services, including:

Underwriting and underwriting support
Bank statement scrubbing outsourcing
Lead and account creation
Pricing and deal support
CRM setup and management
Administrative and back-office support
Pipeline and workflow management
Virtual assistant services

Our experienced teams leverage deep industry knowledge, disciplined execution, and strong data practices to help clients navigate complex data security requirements, intense competition, and evolving regulatory environments.

By combining U.S.-based leadership with high-performing offshore talent, Procizo provides flexible, cost-effective outsourcing solutions that improve efficiency, accuracy, and profitability.

Our Core Principles

Deep Industry Expertise

We understand the operational, regulatory, and data-security challenges unique to the merchant cash advance and underwriting industries.

Trustworthy Partnership

We prioritize long-term relationships built on transparency, accountability, and mutual trust—acting as a dependable extension of our clients’ teams.

Data-Driven Execution

We leverage data, metrics, and performance insights to inform decisions and continuously improve outcomes for our clients.

Flexible and Scalable Solutions

Our outsourcing and virtual assistant services are tailored to each client’s needs, volume, and budget—scaling seamlessly as businesses grow.

Building the Future of Outsourcing

At Procizo, our vision and mission are grounded in one principle: helping our clients operate better, faster, and more securely without sacrificing control or quality.