Users can update the Deal's Status (and Notes) from anywhere within the Deal. To add a note or change the Deal Status, by clicking on the "Add Note" button. 

Add A Note & Status


The Deal Status is to allow agents and underwriters report the latest status on the deal. It also allows agents and underwriters to add a note as well as attach a document.

MCA Suite allows administrators of the application to modify the status drop down based on their company's needs. 

To modify the "Status" drop down on the "Deal Summary" page, go to the Administration > Setup > Application Configuration page.

Under "Deal Status" tab, users can click on Edit which will allow them to Change the status or delete the status. Users can also add new status to the list of drop downs and reorder deal statuses by dragging and placing the item to the desired location.

Change Deal Status