MCA Suite

You can perform a bulk import of your deal commissions into MCA Suite instead of entering each manually. To import your commissions, you must create and for...

Sometimes, you may have duplicate companies and want to consolidate deals into one company.   To change the company the deal belongs to, navigate to the...

When importing transactions, the system will look up and match by Collector name and Merchant Number.  If you have more than one deal with the same infor...

To fund a deal in MCA Suite, you must have a deal created and a funder instance.  Broker instances will not have this feature available to them. Afte...

If your repayment is blank or zero, the most likely problem is you did not set the expected daily rate. Repayment rate is based off the estimated vs ...

A Deal is considered paid off when the funded Deal has an Amount Outstanding less than or equal to zero. This means the Deal was successfully repaid by the ...

If you have created a duplicate company in the system and added deals to both the original and duplicate companies, you will need to follow these steps t...

Status Duration is the duration of time a deal has been in the same status. When changing a deal status via a deal note, the time is logged.  The status...

Many Merchant Cash Advance (MCA) Funders use multiple legal entities to fund their merchant cash advance deals. MCA Suite allows our Funders to designate wh...

The Untrack Deal button will remove deal tracking from the deal and restore the previous stage. It is only available if there are NO transactions entere...