MCA Suite

Contacts 14

• What is a Contact?
• What are Contact Types?
• What are Contact Statuses?
• How Do I Import Contacts?
• How come I can't create a deal for a contact?

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Deals 49

• What is a Deal?
• What's the difference between Deal Stage and Deal Status?
• What is Expected Turn (Days)?
• Can I create documents such as contracts from MCA Suite?
• How can I apply merchant payments (transactions) to a deal?

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Dashboards 8

• How does the Direct Funding Dashboard work?
• Direct Funding V2 Dashboard
• Investor Funding Dashboard
• Renewal Opportunity Dashboard
• Deal Performance Dashboard

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Leads 5

• What is a Lead?
• How come I do not see the Leads tab on my MCA Suite instance?
• How do I use Qualifying Questions?
• What happens to declined leads?
• How do I assign leads?

Integration 16

• How to set up Decision Logic integration with MCA Suite
• How to set up Rapid Capital Funding integration wtih MCA Suite
• How to setup and test Microbilt integration with MCA Suite
• How to setup Right Signature integration?
• How can I run a Microbilt Balance Check?

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Submissions 7

• What is a Submission?
• Can I perform status updates to multiple Submissions once an Offer has been selected?
• How to add a note to multiple submissions
• Can I copy a submission note to a deal note?
• Can I set-up separate emails for Submission Profiles?

View all 7

Syndication 14

• What is the difference between Concurrent and Backend collection types?
• Can you edit a syndication withdrawal amount?
• How do I set up Deal Syndication with multiple fees?
• Can I set up default investors and participation percentages for syndicated deals with multiple fees?
• Multi Fee Syndication - Do transactions update when switching from backend to front end?

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Reports 2

• Is there a report that includes all the data in the system?
• Why are batch reports emailed?

Technical 1

• How do I unselect in a multi select?

MCA Suite Setup 11

• MCA Suite Concepts
• MCA Suite Setup
• How Can I Set Up Campaigns in MCA Suite?
• Setup to send Emails out from MCA Suite?
• MCA Suite Support Service Level Agreement

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General Administration 31

• How can I limit user access to MCA Suite to certain IP addresses?
• How does MCA Suite identify duplicate records?
• Can I perform permission changes and user reassignment on multiple Deals and Contacts?
• Can I create an email signature for emails I send through MCA Suite?
• What are automatic deal status updates?

View all 31

User Administration 17

• What should I do if I cannot remember my password?
• What is a Broker User?
• How do I change my password?
• How long before I am logged out of my account due to inactivity?
• How Do I Set Up Teams?

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Merchant Portal 1

• Can I restrict merchant users on which deals to see?

ACHWorks 10

• How to setup ACHWorks integration on MCA Suite
• Can I charge a one-time fee to a merchant without creating him as a recurring debit customer?
• Can I stop a one-time payment with ACHWorks?
• Why did I receive an email notification saying 0 transactions were sent to ACHWorks?
• How do I setup a make up payment for ACHWorks?

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USAePay 2

• How to setup USAePay integration on MCA Suite
• When does MCA Suite pull USAePay to obtain transaction updates?

Actum 7

• How to setup Actum Processing integration with MCA Suite
• Why can't we initiate orders from MCA Suite?
• When does MCA Suite send transaction to Actum?
• When does MCA Suite get payment updates from Actum?
• Can I add multiple Actum Orders to a Deal?

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MCA Suite Payment Services 0

General 2

• How can I request a custom report?
• How do I request for a feature enhancement in MCA Suite?

V1 6

• Rest API V1 Authentication
• REST API V1 to Add Contacts
• REST API V1 to Add Deals
• REST API V1 to Add Transaction
• REST API V1 to add Multiple Transactions

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V2 17

• Add Deal Note / Change Deal Status
• Add Contact Note (person)
• Introduction V2
• Get Deal Balances
• Contact Search by Phone Number

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General 1

• Do you have Zapier Integration?

Webhooks 1

• Deal Status Change