General Administration

Information on how to administer your MCA Suite instance

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
How can I setup default Deal Names?
A Deal name is required to identify uniquely each Deal in MCA Suite. You can set a default Deal Name in the ADMIN > SETUP > Account Configuration page...
Mon, 29 Jun, 2015 at 2:21 PM
How Can I Send Out Statements in Bulk?
MCA Suite allows you to create statements to be sent to Merchants via bulk email. The bulk email will be sent out at night for batch processing.  Before you...
Tue, 26 Jan, 2016 at 3:38 PM
How do I set up Qualifying Questions?
Qualifying Questions, some times referred to as Lead Sheets, are a set of questions MCA Funders and Brokers/ISO's ask merchants before moving a merchan...
Wed, 20 Jan, 2016 at 4:14 PM
Can I set up default investors and participation percentages for syndicated deals?
Yes. In many instances, deals will involve the same investors. Having to enter the same information for each deal can become redundant and time consumi...
Tue, 26 Dec, 2017 at 12:38 PM
How come I do not see "Submit and Email App" button on the MCA Application page?
If you do not see the "Submit and Email App" button from the MCA Application page before you submit (picture below), it is due to the following re...
Wed, 30 Mar, 2016 at 10:58 AM
Can I email an MCA Application directly to the merchant with information from MCA Suite?
  Yes, when you submit the MCA Application page into the system to create your new deal, you can email a copy of your particular application to the m...
Mon, 6 Nov, 2017 at 3:40 PM
Can you rename deal stages?
No, you cannot rename deal "stages" in MCA Suite as they are used internally.  You can create your own "statuses" and name them an...
Tue, 20 Sep, 2016 at 4:58 PM
What are Notifications?
Notifications are messages generated by the system when certain events occur. These notifications are for Admin users to view activity and are useful for p...
Thu, 23 Aug, 2018 at 9:58 AM
How do I create an email template?
An administrator can create email templates in the Administration section of MCA Suite.  Email templates are used to pre populate subject and body of an ...
Mon, 9 Oct, 2017 at 4:53 PM