All information related to Deals in MCA Suite

How do I refinance three active deals into one new deal for the same merchant?
Assuming the three active deals are with the following : Advance Amount Factor Payback Amount Amou...
Fri, 3 Jun, 2016 at 1:42 PM
How do I refinance a deal through MCA Suite?
There are a few ways to refinance a deal in MCA Suite. In this example, we’re going to walk through the method that’s primarily used to help automate parts ...
Thu, 18 Jan, 2018 at 9:40 AM
How can I track investor contributions?
MCA Suite users can record an investor's capital contributions by browsing to the 'Investor Contributions' tab of any company page.  On ...
Fri, 10 Mar, 2017 at 11:31 AM
How do I add discounts, fees or refunds to a deal?
Discounts and Fees If you need to apply an additional fee or discount to a merchant's deal, you can do so by adding a transaction and selecting eith...
Wed, 19 Apr, 2017 at 12:19 PM
What is a Submssion?
Always related to a Deal, a Submission is a package of information a broker/ISO sends to an outside funder to review and make an offer on. A submission incl...
Fri, 28 Apr, 2017 at 9:19 AM
Can you untrack or unfund a deal?
Yes if there are no transactions tied to it. You can untrack a deal by going to the Deal Tracking page and click the Untrack Deal button.
Thu, 29 Jun, 2017 at 3:42 PM
Why can't I default my deal?
The default deal button appears on the Deal Tracking page. The two most commons reasons you cannot default a deal. 1. Your deal has not been tracked...
Tue, 18 Jul, 2017 at 11:13 AM
Can we use MCA Suite to track a traditional loan?
MCA Suite is a fund-tracking application for the Merchant Cash Advance industry. It is NOT a traditional loan tracking product. If you put a deal in Deal Tr...
Tue, 22 Aug, 2017 at 1:02 PM
How do I add a NSF or bounced transaction?
You should add them as a transaction 'Fee'.  When adding manual transactions, select 'Fee' in the type dropdown.  If you are importing, c...
Wed, 23 Aug, 2017 at 2:28 PM
How do I Default a Funded Deal?
When you can no longer collect a funded deal ("Tracked Deal" in MCA Suite), you can mark the Tracked Deal as in Default.  When the Deal is in Defa...
Mon, 8 Oct, 2018 at 2:38 PM