Deals

All information related to Deals in MCA Suite

How do I refinance three active deals into one new deal for the same merchant?
Assuming the three active deals are with the following : Advance Amount Factor Payback Amount Amou...
Fri, 3 Jun, 2016 at 1:42 PM
How do I refinance a deal through MCA Suite?
There are a few ways to refinance a deal in MCA Suite. In this example, we’re going to walk through the method that’s primarily used to help automate parts ...
Thu, 18 Jan, 2018 at 9:40 AM
How can I track investor contributions?
MCA Suite users can record an investor's capital contributions by browsing to the 'Investor Contributions' tab of any company page.  ...
Fri, 10 Mar, 2017 at 11:31 AM
How do I add discounts, fees or refunds to a deal?
Discounts and Fees If you need to apply an additional fee or discount to a merchant's deal, you can do so by adding a transaction and selecting eit...
Wed, 19 Apr, 2017 at 12:19 PM
What is a Submssion?
Always related to a Deal, a Submission is a package of information a broker/ISO sends to an outside funder to review and make an offer on. A submission incl...
Fri, 28 Apr, 2017 at 9:19 AM
Can you untrack or unfund a deal?
Yes if there are no transactions tied to it. You can untrack a deal by going to the Deal Tracking page and click the Untrack Deal button.
Thu, 29 Jun, 2017 at 3:42 PM
Why can't I default my deal?
The default deal button appears on the Deal Tracking page. The two most commons reasons you cannot default a deal. 1. Your deal has not been tracked...
Tue, 18 Jul, 2017 at 11:13 AM
Can we use MCA Suite to track a traditional loan?
MCA Suite is a fund-tracking application for the Merchant Cash Advance industry. It is NOT a traditional loan tracking product. If you put a deal in Deal Tr...
Tue, 22 Aug, 2017 at 1:02 PM
How do I add a NSF or bounced transaction?
You should add them as a transaction 'Fee'.  When adding manual transactions, select 'Fee' in the type dropdown.  If you are importin...
Wed, 23 Aug, 2017 at 2:28 PM
How do I Default a Funded Deal?
When you can no longer collect a funded deal ("Tracked Deal" in MCA Suite), you can mark the Tracked Deal as in Default.  When the Deal is in Defa...
Mon, 8 Oct, 2018 at 2:38 PM