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?

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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?