Deals
All information related to Deals in MCA Suite
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
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
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
Yes. MCA Suite allows you to store a template with "tags" in Microsoft Word, Microsoft Excel or Adobe PDF formats. Using the template, M...
Mon, 30 Mar, 2020 at 1:25 PM
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
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,...
Mon, 4 Nov, 2019 at 11:26 AM
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 ...
Mon, 4 Nov, 2019 at 11:25 AM
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
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...
Tue, 6 Aug, 2019 at 12:52 PM
On the Submissions page, you can choose to send deal information to Funders via an email with attachments or an email with a link (password required) to vie...
Mon, 4 Nov, 2019 at 11:24 AM