MCA Suite Setup
MCA Suite concepts, terminologies and setup FAQ
MCA Suite Concepts MCA Suite is a platform for funders and brokers to manage merchant cash advance relationships and track deals from lead to collection st...
Thu, 29 Jun, 2017 at 2:47 PM
After you have familiarized yourself with MCA Suite Concepts, you are now ready to setup your instance of MCA Suite. To setup your MCA Suite instance, you...
Thu, 29 Jun, 2017 at 2:56 PM
What is a Campaign? Brokers and funders need to know where they are getting their deals from so they can better manage their marketing budget. With MC...
Mon, 1 Apr, 2019 at 5:16 PM
MCA Suite highly recommends using your own SMTP server to avoid emails getting sent to spam boxes. Often times sending emails out from MCA Suite using MCA ...
Thu, 22 Jun, 2023 at 11:40 AM
MCA Suite encourages its clients to use the support website knowledge base to find answers to most questions. If a client cannot find a solution this way, w...
Wed, 12 Sep, 2018 at 4:46 PM
To add industries to your dropdown list. Navigate to the Admin > Setup > Application Configuration > Industries tab. On that page you can add ...
Mon, 1 Apr, 2019 at 5:17 PM
If you don't plan on using your own SMTP settings and you want to have MCA Suite send out emails on your behalf, most likely it will get marked as spam ...
Thu, 4 Aug, 2022 at 2:27 PM
Yes! If there is a field on your documents you would like to populate during Document Merge, but there is no corresponding field in MCA Suite, you can ...
Wed, 24 Jun, 2020 at 1:38 PM
Yes! To add custom fields, you will need to login as an Administrator. Each MCA Suite tenant can have up to 10 custom fields or user defined fields. Th...
Thu, 4 Feb, 2021 at 2:29 PM
Yes, MCA Suite supports MFA through SMS and/or e-mail. You can only enable this for your entire subdomain. To enable MFA, navigate to the Admin > Ac...
Mon, 30 Aug, 2021 at 4:25 PM