Deals

All information related to Deals in MCA Suite

What is a Deal?
Deals are typically merchant cash advance deals in MCA Suite. A deal is associated with a company with a contact type that is a merchant. Funders and Broker...
Thu, 29 Jun, 2017 at 2:32 PM
What's the difference between Deal Stage and Deal Status?
Each Deal in MCA Suite has a stage and a status. A Deal Stage is a system generated status that cannot be changed by MCA Suite administrators.  M...
Tue, 8 Aug, 2017 at 12:07 PM
What is Expected Turn (Days)?
Update 8/28/2015: The features described in this article have been removed and this article is no longer relevant. Please visit this article for related in...
Tue, 24 Oct, 2017 at 9:40 AM
Can I create documents such as contracts from MCA Suite?
Yes. MCA Suite allows you to store a template with "tags" in Microsoft Word, Microsoft Excel or Adobe PDF formats. Using the template...
Thu, 29 Jun, 2017 at 3:21 PM
How can I apply merchant payments (transactions) to a deal?
MCA Suite provides three (3) methods for its users to apply transactions against a funded deal: 1.  Manually enter each transaction (payment, fees or disco...
Thu, 9 Nov, 2017 at 12:13 PM
How do I set up Deal Syndication?
For every "funded" Merchant Cash Advance deal in MCA Suite, users can setup syndication. Syndication is when there are multiple investors partic...
Fri, 7 Apr, 2017 at 7:33 PM
What is the Deal Summary page?
As described in the "What is a Deal" article, below a description of the types of information you can store in the Deal.  Once a deal is created,...
Fri, 24 Apr, 2015 at 9:06 AM
What is source company on the Deal Details page?
On the Deal Details page, MCA Suite allows you to capture where you received the lead for the deal. In other words, this is where the deal originated from...
Thu, 25 Aug, 2016 at 12:25 PM
How can I assign someone to a deal?
MCA Suite allows Deals to be assigned to two (2) system users. To assign a system user to a deal, create a Deal and go to the "Assigned To" and &q...
Tue, 8 Aug, 2017 at 11:52 AM
What is a collection method?
Collection method is how the Funder expects to receive the Payback Amount or Purchased Amount from the Merchant. Funders can use the following collection m...
Wed, 22 Apr, 2015 at 12:10 PM