General Administration

Information on how to administer your MCA Suite instance

How can I limit user access to MCA Suite to certain IP addresses?
 Administrators can configure MCA Suite to be accessed only by defined public IP addresses (IP addresses that do not start with 10.x.x.x and 192.x.x.x). To ...
Thu, 29 Jun, 2017 at 2:57 PM
How does MCA Suite identify duplicate records?
MCA Suite has a "Dupe Catcher" feature, which checks your entire MCA Suite instance for duplicate records. To view duplicate records, go...
Wed, 12 Aug, 2015 at 9:45 AM
Can I perform permission changes and user reassignment on multiple Deals and Contacts?
Yes, MCA Suite allows you to do a mass permission change and/or user reassignment on multiple records (Admins only). Follow the steps below to perform a mas...
Mon, 7 Dec, 2015 at 5:14 PM
Can I create an email signature for emails I send through MCA Suite?
Yes! To set up your signature, click on your "My Account" link at the top of any page in MCA Suite. Scroll down the page, you will see a text edi...
Mon, 16 Oct, 2017 at 12:01 PM
How can I change the Deals checklist?
 There is a checklist attached to every Deal in MCA Suite so underwriters and agents can check off standard documents required to fund the deal. To add,...
Wed, 22 Apr, 2015 at 11:27 AM
How do I modify Deal Status dropdown menu?
Users can update the Deal's Status (and Notes) from anywhere within the Deal. To add a note or change the Deal Status, by clicking on the "Add Not...
Wed, 22 Apr, 2015 at 11:31 AM
Is there a maximum file size for attachment uploads?
MCA Suite allows its users to upload file attachments to many pages. The maximum file size per each attachment is 15 Megabytes (15 MB), which is a fairly la...
Mon, 20 Apr, 2015 at 5:36 PM
Which browsers does MCA Suite support?
MCA Suite can be accessed via your PC or Mac computers. We recommend the following browsers for MCA Suite:  1.  Google Chrome 2.  Firefox 3.  Safari If yo...
Mon, 20 Apr, 2015 at 5:37 PM
Do I need to install any software to use MCA Suite?
MCA Suite is 100% web-based application hosted on virtual servers. You do not need to buy any hardware or install any software to use MCA Suite.  All you n...
Mon, 20 Apr, 2015 at 5:43 PM
How can I add dashboards to my Homepage?
As an Administrator, you can add new dashboards or remove existing dashboards from the Homepage. To manage the dashboards, go to the ADMINISTRATION > APP...
Sat, 9 Sep, 2017 at 10:46 AM