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What is a Contact?
What are Contact Types?
What are Contact Statuses?
How Do I Import Contacts?
How come I can't create a deal for a contact?
See all 13 articles
What is a Deal?
What's the difference between Deal Stage and Deal Status?
What is Expected Turn (Days)?
Can I create documents such as contracts from MCA Suite?
How can I apply merchant payments (transactions) to a deal?
See all 33 articles
Direct Funding Dashboard
Investor Funding Dashboard
Renewal Opportunity Dashboard
Deal Performance Dashboard
My Total Funding Dashboard
What is a Lead?
How come I do not see the Leads tab on my MCA Suite instance?
How do I use Qualifying Questions?
What happens to declined leads?
REST API to Add Contacts and Deals
How do I setup my Dropbox account to serve as my MCA Suite backup?
How to set up Decision Logic integration with MCA Suite
How to set up Rapid Capital Funding integration wtih MCA Suite
REST API to Add Transactions
See all 7 articles
What is the difference between Concurrent and Backend collection types?
Can you edit a syndication withdrawal amount?
How do I set up Deal Syndication with multiple fees?
Can I set up default investors and participation percentages for syndicated deals with multiple fees?
Can I Import Withdrawals?
See all 6 articles
Setup & Administration
MCA Suite Setup
MCA Suite Concepts
MCA Suite Setup
How to set up a Campaign
What are automatic deal status updates?
How to setup SMTP Server to send Emails out from MCA Suite?
How can I limit user access to MCA Suite to certain IP addresses?
How does MCA Suite identify duplicate records?
Can I perform permission changes and user reassignment on multiple Deals and Contacts?
Can I create an email signature for emails I send through MCA Suite?
How can I change the Deals checklist?
See all 20 articles
What should I do if I cannot remember my password?
What is a Broker User?
How do I change my password?
How long before I am logged out of my account due to inactivity?
How Do I Set Up Teams?
See all 10 articles
How to setup ACHWorks integration on MCA Suite
Can I charge a one-time fee to a merchant without creating him as a recurring debit customer?
Can I stop a one-time payment with ACHWorks?
Why did I receive an email notification saying 0 transactions were sent to ACHWorks?
How do I setup a make up payment for ACHWorks?
How to setup USAePay integration on MCA Suite
When does MCA Suite pull USAePay to obtain transaction updates?
How to setup Actum Processing integration with MCA Suite
Why can't we initiate orders from MCA Suite?