Submissions

Information about Submissions

What is a Submission?
A Submission is a Deal sent to one or multiple Funders for review to fund the deal. This feature is generally used by Brokers/ISO's who has collected al...
Tue, 20 Jun, 2023 at 12:26 PM
Can I perform status updates to multiple Submissions once an Offer has been selected?
Yes, once you select a Submission Offer to be funded, you can do a mass status update for the other Submissions not selected. When a Submission Offe...
Wed, 19 Aug, 2015 at 6:34 PM
How to add a note to multiple submissions
If you want to add a note to multiple submissions, go to the Deal's submission list page.  Check all the funders you would like to add the note on the l...
Fri, 13 Jan, 2017 at 10:16 AM
Can I copy a submission note to a deal note?
Yes.  When adding a submission note, check the 'Copy to Deal Note' checkbox.  This will copy the note entered above add to both the submission an...
Tue, 20 Mar, 2018 at 4:14 PM
Can I set-up separate emails for Submission Profiles?
Yes! You can create up to THREE Submission email profiles. This allows you to separate and categorize the Submissions you send to different recipients withi...
Tue, 21 Apr, 2020 at 12:30 PM
How do I make my list of Funders appear on the Submissions page?
On the Submissions page, you can choose to send deal information to Funders via an email with attachments or an email with a link (password required) to vie...
Tue, 21 Apr, 2020 at 12:23 PM
Can I send submissions to groups of funders?
Yes! Funder Groups allow MCA Suite Brokers to create a Submission (submit Deals) to send to multiple lenders. To set up Funder Groups, go to your Admini...
Mon, 17 Jul, 2023 at 5:04 PM