MCA Suite Setup

MCA Suite concepts, terminologies and setup FAQ

MCA Suite Concepts
MCA Suite Concepts MCA Suite is a platform for funders and brokers to manage merchant cash advance relationships and track deals from lead to collection st...
Thu, 29 Jun, 2017 at 2:47 PM
MCA Suite Setup
After you have familiarized yourself with MCA Suite Concepts, you are now ready to setup your instance of MCA Suite.  To setup your MCA Suite instance, you...
Thu, 29 Jun, 2017 at 2:56 PM
How Can I Set Up Campaigns in MCA Suite?
What is a Campaign? Brokers and funders need to know where they are getting their deals from so they can better manage their marketing budget. With MC...
Mon, 1 Apr, 2019 at 5:16 PM
How to setup SMTP Server to send Emails out from MCA Suite?
Often times sending Emails out from MCA Suite using MCA Suite's Email Server will be marked as spam by Internet Service Provider (ISP) mail services. T...
Mon, 5 Nov, 2018 at 3:06 PM
MCA Suite Support Service Level Agreement
MCA Suite encourages its clients to use the support website knowledge base to find answers to most questions. If a client cannot find a solution this way, w...
Wed, 12 Sep, 2018 at 4:46 PM
How Can I Set Up Industries for my MCA Suite Instance?
To add industries to your dropdown list.  Navigate to the Admin > Setup > Application Configuration > Industries tab.  On that page you can add ...
Mon, 1 Apr, 2019 at 5:17 PM
SPF Record for outgoing email
If you don't plan on using your own SMTP settings and you want to have MCA Suite send out emails on your behalf, most likely it will get marked as spam...
Mon, 23 Sep, 2019 at 12:41 PM
Can I create Custom Merge Fields for my Document Merge Templates?
Yes! If there is a field on your documents you would like to populate during Document Merge, but there is no corresponding field in MCA Suite, you can ...
Mon, 1 Apr, 2019 at 3:09 PM
Can I Add Customized Fields (or User Defined UDFs) to MCA Suite?
Yes! To add custom fields, you will need to login as an Administrator. Each MCA Suite tenant can have up to 10 custom fields or user defined fields (UDF).  ...
Tue, 2 Apr, 2019 at 11:12 AM