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, 19 Oct, 2021 at 11:50 AM
Yes, you can use the filters on the Deals page to search for deals updated within a particular date range. Use the "Last Status Date" filter to se...
Mon, 4 Nov, 2019 at 11:28 AM