Description of MCA Suite dashboards

Direct Funding Dashboard
The Direct Funding Dashboard contains all "tracked" (funded) deals that have a current outstanding balance. Syndicated deals (deals with investors...
Thu, 29 Jun, 2017 at 3:22 PM
Investor Funding Dashboard
The Investor Funding Dashboard displays syndicated deals your company (hosting the MCA Suite instance) has participated in with other Funders.  From...
Thu, 29 Jun, 2017 at 3:23 PM
Renewal Opportunity Dashboard
The Renewal Opportunity Dashboard allows Funders and Brokers to view a list of Merchants who may be qualified for a "renewal" or "refinance&q...
Wed, 28 Dec, 2016 at 2:21 PM
Deal Performance Dashboard
The Deal Performance Dashboard displays a listing of merchant cash advance deals based on the deal's Repayment Rate. The Repayment Rate is the percenta...
Thu, 29 Jun, 2017 at 3:23 PM
My Total Funding Dashboard
The "My Total Funding" dashboard combines the "Direct Funding" (All) and "Investor Funding" dashboards to allow clients who ar...
Thu, 29 Jun, 2017 at 3:23 PM
Can I see deal notes for all my deals in one area, instead of going to each deal individually?
Yes! The Deal Notes Activity Feed is a dashboard widget that aggregates all deal notes, both latest and historical, across all the deals in your pipeline.  ...
Fri, 16 Feb, 2018 at 9:29 AM