MedPay · Sales deck
01 / 28
01
A presentation by EazePay
MedPay
Outcomes when it matters most.
A lender you can depend on. A platform you can depend on as a business owner.
ForDental · Med spa · Derm · Vet · Vision
Presented byEazePay · NMLS #2456701
Scroll to begin · 30 slides · ~15 min
02
Today's walkthrough

Here's what we'll cover in the next 45 minutes.

Six chapters. By the end you'll know exactly what MedPay is, how it works, who it's for, what it costs, and the path from today to your first funded patient.

01
What is MedPay
The product in one sentence
02
Who it’s for
Your vertical, your patient profile
03
The problem
Why your case acceptance is leaking
04
The solution
How the platform actually works
05
The transformation
What 12 months of MedPay looks like
06
The ask
What it costs, how to start
03
What is MedPay

MedPay is a patient-financing platform
built for elective care.

We help dental, med spa, derm, vet, and vision practices approve more patients at the consult. Soft-pull pre-qualification, a real-time lender marketplace, and merchant-direct funding in 48 to 72 hours. One signup, one platform.

FCRA soft pull · 0 impactLender marketplace · parallel quotingMerchant-direct payout
0+
Patients funded
$0M+
Funded to date
0-72hr
Merchant-direct
MedPay · approvedIllustrative
Implant consult · approved
$12,000approved
Est. monthly
$250 / mo · 48 mo
Term
48 months
Pre-qualQuoteOfferAcceptPayout
Accept approval →
FCRA soft pull · funds in 48–72hr · merchant-direct
04
Who it's for

Built for high-ticket, elective, high-ticket elective healthcare.

Anywhere a patient sits down, hears a number, and has to decide on the spot — that's our sweet spot. Five verticals today. Same platform, same flow, same merchant-direct payout. Just the case stories change.

V01
Dental
$3k – $50k
Implants, ortho, sleep apnea, full-mouth reconstruction
V02
Med spa
$2k – $15k
Laser packages, injectable maintenance, body contouring series
V03
Derm
$1k – $30k
Mohs, cosmetic, mole removal, laser resurfacing
V04
Veterinary
$1k – $25k
Orthopedic surgery, oncology, dental + soft-tissue cases
V05
Vision
$3k – $12k
LASIK, premium IOL, custom progressive lenses
Not forLow-ticket retail · single-visit walk-ins · cash-only practices · sub-$500 tickets. We don't replace a credit-card terminal — we replace the cash-flow objection that walks out of every high-ticket consult.
05
Enterprise trust

Over 1,000 practices already run on MedPay.

We've been in market with dental clinics, med spas, derm groups, vet hospitals and elective-vision practices since launch. The platform is hardened, the lender panel is live, and the support team is staffed for scale.

0+
Practices live
$0M+
Funded to date
0+
Patients financed
5
Verticals supported
Where MedPay is running today
Dental — 540+ practices
Med spa — 230+ locations
Derm — 120+ clinics
Vet — 80+ hospitals
Vision — 50+ practices
All 50 US states
NMLS #2456701
SOC 2 in progress
06
The cost of doing nothing

Every consult that ends with “we'll get back to you” walks out unfunded.

A mid-size practice loses an estimated $0.0M a year to financing friction. The objection isn't price. It's cash flow. Patients don't carry $12,000.

0%
Industry same-day close (no financing)
$0.0M
Case acceptance lost / yr
0%
Inbound never pre-qualified
2–4 wks
Consult → deposit
Where the $1.4M actually goes
Lost case acceptance
~24 declined cases/yr · $48k avg ticket · 95%
77.7%
$1,094,400
Filler clinical hours
~7 unfit consults/wk · 1.5 hr · $400/hr · 52
15.5%
$218,400
Truck-roll + estimator costs
fuel + opportunity cost on no-fund visits
6.8%
$96,000
Total annual leakage
illustrative · implant practice
$1.41M
07
Why now

Financing at the point of sale is now the patient expectation.

Cherry, Sunbit, and GreenSky proved the model. But single-lender programs cap out at one approval algorithm. When their model declines, your patient walks. MedPay solves the ceiling.

Single-lender programs
  • × One approval algorithm
  • × One ticket range
  • × Decline = lost patient
Multi-lender marketplace
  • Every lender in parallel
  • $3k to $50k coverage
  • Cheapest offer wins
08
The pitch

Soft-pull pre-qual, in-session.
Lender marketplace. Funds in 48 to 72 hours.

Three things matter to a practice owner. MedPay nails all three.

01
< 10s
Speed
Last 4 of SSN + DOB on any browser, on any device. Fundability tier returns instantly. Zero credit impact, full FCRA compliance.
Soft pullFCRA0 friction
02
Every lender
Coverage
One soft pull queries every lender in parallel. Patient sees the cheapest qualifying offer. Decline rate is the floor of the marketplace, not the floor of a single lender.
Parallel quotingBest-price winsHigher approvals
03
48–72 hr
Cash flow
Lender disburses to your business account merchant-direct. No clawback on routine defaults — the lender carries the credit risk, not you.
Merchant-directNo clawbackLender holds risk
09
The agentic layer

Six autonomous agents. One platform.

MedPay is a stack of six specialised agents working in parallel on every lead session — financial qualification, smart forms + routing, lender selection, lender quoting, pixel attribution, and compliance audit. Every agent is named, observable, and logged.

ORACLE
v4.2 · LIVE
Financial qualification
Watches
Reporting-bureau pull on every lead
Output
Credit · available credit · income · DTI · pre-approval $
HELIX
v3.8 · LIVE
Smart forms + smart routing
Watches
Form behaviour + financial signals
Output
Reshapes the form · routes by credit → income → DTI
NEXUS
v6.1 · LIVE
Lender marketplace
Watches
Lender appetite + rates
Output
Ranked parallel quotes
FLUX
v2.5 · LIVE
Lender routing
Watches
Approval rates per tier
Output
Optimal lender order
ECHO
v5.0 · LIVE
Pixel attribution
Watches
The funded-patient signal
Output
Re-trains Meta + Google
VEGA
v1.9 · LIVE
Compliance audit
Watches
Every consent + disclosure
Output
FCRA / ECOA / TILA trail
10
The patient experience

Four taps. Walks out approved and funded.

The entire patient journey happens in one session, on a single screen, in under three minutes.

01
Enter info
Patient taps in last 4 of SSN, DOB, income, address on any device.
02
Soft pull
Marketplace returns fundability tier with zero credit impact. FCRA-compliant.
03
See offers
Three ranked offers on one screen. Cheapest first. Best total cost is starred.
04
Tap to fund
Patient e-signs in-session. Funds settle merchant-direct in 48-72 hours.
11
How it works · 1 of 5 · Pre-qual

Soft-pull EZ Check. Ten seconds. Zero impact.

Four fields. Ten seconds. A real fundability tier comes back before the patient hands the screen back. They have not authorized a hard pull, so they can still walk away with zero credit consequence.

< 0s
Decision time
0
Credit impact
FCRA
Compliant
4 fields
Friction

For the rep: the patient walks back already knowing they qualify. The next sentence is “here's your treatment plan,” not “let me check if you can afford it.”

MedPay · Soft-pull pre-qualFCRA · 0 impact
Quick pre-qual
Takes 10 seconds. Your score is unchanged.
Last 4 of SSN
••••
Date of birth
04 / 12 / 1985
Annual income
$96,000
Home address
1418 Maple Dr, Austin TX
Check my rate →
FCRA-compliant · Soft pull only · You can walk away
12
How it works · Smart routing

Route every lead by their actual financial profile.

HELIX runs the lead through your funnel in stages. First it pulls the financial qualification from ORACLE. Then it routes — can be one stage, can be three. Credit score, then income, then available credit. High-ticket leads land on a calendar slot pre-approved. Low-ticket leads land on a guide, an e-book, or a starter offer. Your calendar fills with qualified buyers. Your reps stop wasting time on people who can't pay.

01 · INBOUNDAll leadsAds · site · referrals · campaigns
02 · HELIX INTAKESmart form reshapes on partial answersProcedure · ticket · contact — order rewritten by intent
03 · ORACLE QUALIFYFinancial qualification on every lead
CreditAvailableIncomeDTIPre-approval $
HELIX router · multi-stage
HIGH-TICKET≥ 680 · ≥ $5k · DTI < 40%
  1. 01Filter by credit score
  2. 02Filter by income
  3. 03Filter by available credit
Booked on calendar · pre-approved
LOW-TICKETBelow floor · still warm
  1. 01Free guide / e-book
  2. 02Low-ticket starter offer
  3. 03Nurture · re-pull in 90 days
Routed back to high-ticket
13
How it works · 3 of 5

Lender marketplace runs in parallel.

One application fires across every lender simultaneously. Quotes return in seconds, ranked cheapest-first.

ONE APPLICATION
Ticket$18,000
Term60 mo
Credit724
Soft pullFCRA · 0 impact
Submitted in parallel to every lender
PARALLEL QUOTES · CHEAPEST FIRST
01
BuildBank14.9% APR · 60 mo
$436/mo
02
CoreCredit15.6% APR · 60 mo
$480/mo
03
FinWise16.4% APR · 60 mo
$510/mo
04
PrimeArc17.2% APR · 60 mo
$534/mo
05
NorthLend18.0% APR · 60 mo
$556/mo
06
OakCapital19.4% APR · 60 mo
$598/mo
Best offer wins$436/mo · 60 mo · BuildBank
14
How it works · 4 of 5 · The offer

Best offer wins. Patient signs in the same visit.

Three ranked offers on one screen. Sorted by total cost, not commission. The starred row is what your patient actually picks 80% of the time. One tap to accept. E-signature on the same screen. They are funded before they walk out the door.

BuildBankBest total cost
$436 / mo
60 mo
CoreCredit2nd cheapest
$480 / mo
60 mo
FinWise3rd
$510 / mo
60 mo
Ranked lowest-total-cost first · patient picks · e-signs in 30s
0
Offers shown
One tap
To accept
E-SIGN
Legally binding
$0
Patient pays today
15
Smartphone continuity

If they don't sign in-session, they sign on their phone.

Some patients want to think. Some want to talk to a spouse. Some need 10 minutes. MedPay texts a secure link to the same approved offer. They tap accept from the couch. You still book the case.

SMS + email
Secure handoff
48hr
Offer hold window
Same offer
No re-quote
In-app
E-sign continues

For the rep: the patient who used to ghost after walking out now signs from the couch. With smartphone continuity, 31% complete the application within 48 hours of leaving the office.

9:41 · ●●●●○
MedPay · approved
$12,000
Implant consult · approved
Est. monthly$250 / mo
Term48 mo
Accept approval
FCRA soft pull · 0 impact · e-sign in app
Picked up where you left off at the consult.
16
How it works · 5 of 5 · Disbursement

Lender disburses direct to your business account.

No marketplace intermediary holding the funds. No reseller skim. The lender wires the full amount straight to your practice account within 48 to 72 hours of the loan settling. The lender holds the credit risk. No clawback on routine defaults.

L
Lender
Cross River, Lead, etc.
$24,000
48 – 72 hr
$
Your business account
Merchant-direct · no intermediary
00hr
Wire-to-account
No
Clawback on default
ACH
Disbursement rail
Daily
Reconciliation report
17
ECHO · Pixel attribution

Stop training your pixel on form fillers.

Today, your Meta and Google ad pixels fire on a Page View, a Lead, or a Form Submit. Most of those leads never fund. Your algorithm optimises for garbage and your CPA drifts up month over month. ECHO breaks the loop.

01
Page view
Cold click
02
Lead
Form opened
03
Pre-qual
Soft-pull tier
04
Approved
Offer accepted
05
Funded
Cash settles
STAGE 05 · FIRESFunded patientECHO holds the pixel until cash settles
ECHO holds the pixel until stage 05 fires. The weighted conversion that returns to Meta, Google, and TikTok is a real funded patient — not a form-fill. Your algorithm retrains on the right buyer profile.
18
The change

0% closes becomes 0%+ same-day.

Without MedPay (38% close)
38%
With MedPay (70%+ close · illustrative)
70%+
Delta+32 pts same-day closeIn-session financing baseline · illustrative
19
Your economics

Drag the funnel. Watch the math.

Without MedPay
$1.54M
Recovered revenue / yr
16 funded patients / mo
180 leads × 50% qualified × 18% close = 16/mo
16 × $8,000 × 12 = $1.54M
With MedPay
$4.22M
Recovered revenue / yr
44 funded patients / mo
180 × 50% × 70% × 70% funded = 44/mo
44 × $8,000 × 12 = $4.22M
Delta+ $2.69M / yearillustrative · varies by practice
20
The compound effect

Better data in means cheaper, better leads out.

MedPay does not just close more patients today. It compounds. Each funded patient re-trains your pixel. The pixel sends better leads. Better leads close at a higher rate. The cycle accelerates. Twelve months in, the practice is unrecognisable.

M01
M02
M03
M04
M05
M06
M07
M08
M09
M10
M11
M12
Cumulative recovered revenue
~$398k by month 12 · mid-size practice · illustrative
CPA trajectory
−38% by month 12 · driven by ECHO pixel retraining
~$398k
Cum. recovered / yr
−38%
CPA by month 12
2.4×
Funded patients / 1k spend
+27%
Form completion (vs. M01)
21
Verticals · Dental clinics

For implant practices, ortho, and high-ticket general.

Dental is MedPay's anchor vertical. Implants, ortho, sleep apnea, full-mouth reconstruction — the cases where the patient sits down with you and the ask is $8k–$50k.

Where it hurts today
  • × Treatment plans walk out unfunded — patients can't carry $12k
  • × Single-lender programs (Cherry / Sunbit) decline near-prime patients
  • × Hard-pull credit kills the second-opinion patient
  • × Cash-pay assumption excludes 60% of inbound consults
Ticket range
$3,000 – $50,000
Single tooth implant to full-mouth reconstruction
Same-day close uplift
38% → 70%+
2.1×
Same-day close uplift
$184k
Recovered / 90 days · mid-size practice
−41%
Form drop-off vs. legacy program
We were losing a case a week to financing. First month on MedPay, same-day close went from a third to two-thirds. Patients walk out already approved.
Dr. Helio ParkOwner · implant practice · Austin TX
22
Verticals · Med spas + aesthetics

Lifetime value over single visits. Package financing without friction.

Med spas sell packages: 6 laser sessions, injectable maintenance, body-contouring series. The math only works if patients commit upfront. MedPay turns single-visit consults into package-funded clients.

Where it hurts today
  • × Cash-pay patients return for one treatment, then never again
  • × In-house payment plans tie up your A/R + chase delinquencies
  • × Inflation pushed wedding-prep + first-time clients out of cash range
  • × Aesthetic financing is taboo to talk about face-to-face
Ticket range
$2,000 – $15,000
Single treatment to multi-modality package
Booked-consult uplift / lead
+38%
+38%
Booked consults / lead
−41%
Form drop-off · HELIX smart intake
2.3×
Package size (vs. single treatment)
The agentic form is the thing. Patients used to bounce on the income question. Now they finish the apply flow on their phone before they even hang up with my front desk.
Mara CoelhoFounder · multi-location med spa · Los Angeles CA
23
Verticals · Derm · Vet · Vision

Three more verticals. Same platform. Same flow.

Cosmetic dermatology, veterinary surgery, and elective vision (LASIK, custom lenses, refractive). Same softpull, same marketplace, same merchant-direct payout — just the case stories change.

Where it hurts today
  • × Cosmetic derm: insurance gaps eat patient confidence
  • × Vet: emergency surgery + a $12k bill = lost patient
  • × Vision: LASIK upfront cost blocks otherwise-ready buyers
  • × All three: single-lender financing programs cap out at prime
Ticket range
$1,000 – $30,000
Cosmetic derm consult to vet surgical case
Elective-case acceptance (avg.)
2.4×
2.4×
Elective-case acceptance · derm
+58%
Surgery scheduling · vet
+33%
LASIK consult-to-booking
Vets see emergencies every day. The owner says yes to the surgery, then balks at the bill. MedPay closed that gap. Same-day approval, lender pays us direct, the dog goes home.
Dr. Casey BellOwner · 6-vet specialty practice · Denver CO
24
The difference

Marketplace beats single-lender programs.

Single-lender (Cherry, Sunbit, GreenSky)MedPay
Decline = patient walks×YesNo · marketplace routes to next eligible lender
Ticket range×Capped by one lenderMarketplace coverage · $3k to $50k
Pre-qual in-session×Soft pull with that lenderSoft pull across the marketplace
Agent layer×NoneSix autonomous agents
Pixel attribution×On form-fill (junk signal)ECHO fires on funded job (real signal)
25
Full value stack

Everything you get in one platform.

MedPay replaces a stack of six vendors that most practices duct-tape together. Here's everything included — and what you'd typically pay if you bought it piecemeal.

Pre-qualification layer
  • Soft-pull fundability tier (FCRA-compliant)
  • Last-4-SSN + DOB + income in-session
  • HELIX smart-form intake (−41% drop-off)
  • Real-time signal scoring · ORACLE
If bought separately$2,400 / mo · standalone form + scoring vendor
Lender marketplace
  • Parallel quoting across the marketplace
  • NEXUS lender selection · ranked total-cost
  • FLUX adaptive routing by tier
  • Ticket coverage from $1k to $50k
If bought separately$1,800 / mo + 1.5% take-rate · single-lender programs
Smart routing + ops
  • HELIX best-fit estimator routing
  • Capacity + geo + ticket-fit matching
  • Smartphone continuity for off-site signing
  • Merchant-direct ACH disbursement
If bought separately$1,200 / mo · routing tool + payment processor
Pixel + attribution
  • ECHO funded-event pixel retraining
  • Server-side CAPI to Meta + Google + TikTok
  • Funnel-stage event ledger
  • Per-channel ROAS attribution
If bought separately$900 / mo · CAPI vendor + analytics
Reporting + support
  • Daily funded summary + monthly invoice
  • Per-rep performance dashboards
  • Live chat + dedicated CSM
  • Free implementation + staff training
If bought separately$600 / mo · BI tool + support seat
Equivalent vendor stack~$7,700 / month · ~$92,400 / yr
MedPay$10,000 one-time · $3 / lead · 4% of settled loans
26
Pricing

Three line items. No surprises.

01 · PLATFORM SETUP
One-time platform fee
Full configuration, agent training, marketplace activation, partner-portal provisioning. Paid once.
$10,000
USD · paid on signing
02 · USAGE
Per lead through the smart form
Every lead that runs through HELIX intake and the ORACLE soft-pull is billed at flat rate. No charge for traffic that never reaches the form.
$3
per lead · billed monthly
03 · ORIGINATION
% of loan amount settled
We invoice 4% of the funded loan amount at the end of each month, based on loans that actually settled. No funded loan → no fee.
4%
of settled loan · monthly invoice
No monthly platform fee$0
No per-application fee$0
Time to liveUp to 5 business days
ContractBuy once · run forever
27
Onboarding

Up to 5 business days. From signed agreement to live.

Once you sign and the $10,000 platform fee clears, our team configures the account, integrates your pixel, trains your staff, and validates the first end-to-end soft pull. Up to 5 business days. After that you're running real traffic and financing real patients.

Day 0
Agreement signed · $10k paid
KYB clears in 60s · CSM assigned · kickoff scheduled
Day 1
Account configured
Pixel + CAPI integrated · bank account verified · funnels mapped
Day 2-3
Smart-form + routing built
HELIX smart form deployed · routes published · ORACLE wired to bureaus
Day 4-5
Live · first real traffic
Team trained on the partner portal · first funded patient in days
What you need to bring
EIN + business address
Owner name, DOB, last 4 SSN, ownership %
Business bank account (routing + account)
Driver's license + business license (uploaded)
Any web browser, any device (no hardware to install)
One signature on the agreement (e-sign)
28
Let's go

Patients walk in
curious. They walk out funded.

$10,000 to set up. $3 per smart-form lead. 4% of loans that actually settle. Live in up to five business days. 1,000+ practices already running on MedPay.

NMLS #2456701 · FCRA · ECOA · TILA · 1,000+ practices · $10k setup · $3 / lead · 4% settled