Deals

All information related to Deals in MCA Suite

Can I import Deal Commissions?
You can perform a bulk import of your deal commissions into MCA Suite instead of entering each manually. To import your commissions, you must create and for...
Fri, 24 Apr, 2020 at 5:15 PM
How to change the company of a deal?
Sometimes, you may have duplicate companies and want to consolidate deals into one company.   To change the company the deal belongs to, navigate to the...
Wed, 11 Mar, 2020 at 9:30 AM
Why did my transaction import to another deal?
When importing transactions, the system will look up and match by Collector name and Merchant Number.  If you have more than one deal with the same infor...
Fri, 5 Jan, 2018 at 1:19 PM
How to fund a deal in MCA Suite?
To fund a deal in MCA Suite, you must have a deal created and a funder instance.  Broker instances will not have this feature available to them. Afte...
Fri, 12 Jan, 2018 at 2:51 PM
Why is there no repayment rate?
If your repayment is blank or zero, the most likely problem is you did not set the expected daily rate. Repayment rate is based off the estimated vs ...
Thu, 8 Feb, 2018 at 11:20 AM
When does MCA Suite consider a deal as fully repaid or when is the deal Stage set to paid?
A Deal is considered paid off when the funded Deal has an Amount Outstanding less than or equal to zero. This means the Deal was successfully repaid by the ...
Fri, 27 Apr, 2018 at 12:16 PM
How do I merge deals into one company?
If you have created a duplicate company in the system and added deals to both the original and duplicate companies, you will need to follow these steps t...
Mon, 21 May, 2018 at 11:25 AM
What is Status Duration?
Status Duration is the duration of time a deal has been in the same status. When changing a deal status via a deal note, the time is logged.  The status...
Tue, 26 Jun, 2018 at 11:14 AM
Can I use MCA Suite to track deals for different legal entities or funders?
Many Merchant Cash Advance (MCA) Funders use multiple legal entities to fund their merchant cash advance deals. MCA Suite allows our Funders to designate wh...
Tue, 22 Jan, 2019 at 10:27 PM
Where is the untrack deal button?
The Untrack Deal button will remove deal tracking from the deal and restore the previous stage. It is only available if there are NO transactions entere...
Tue, 19 Feb, 2019 at 10:59 AM