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How can we help you today? What is a Contact? What are Contact Types? What are Contact Statuses? How Do I Import Contacts? How come I cant create a deal for a contact? See all 11 articles. What is a Deal? Whats the difference between Deal Stage and Deal Status? What is Estimated Turn (Days)? What is Expected Turn (Days)? Can I create documents such as contracts from MCA Suite? See all 22 articles. My Total Funding Dashboard. What is a Lead? How come I do not see the Leads tab on my MCA Suite instance?

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Support : MCA Suite | support.mcasuite.com Reviews

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How can we help you today? What is a Contact? What are Contact Types? What are Contact Statuses? How Do I Import Contacts? How come I cant create a deal for a contact? See all 11 articles. What is a Deal? Whats the difference between Deal Stage and Deal Status? What is Estimated Turn (Days)? What is Expected Turn (Days)? Can I create documents such as contracts from MCA Suite? See all 22 articles. My Total Funding Dashboard. What is a Lead? How come I do not see the Leads tab on my MCA Suite instance?

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1 mca suite

2 welcome

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4 new support ticket

5 check ticket status

6 knowledge base

7 general

8 contacts 11

9 dashboards 5

10 direct funding dashboard

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Support : MCA Suite | support.mcasuite.com Reviews

https://support.mcasuite.com

How can we help you today? What is a Contact? What are Contact Types? What are Contact Statuses? How Do I Import Contacts? How come I cant create a deal for a contact? See all 11 articles. What is a Deal? Whats the difference between Deal Stage and Deal Status? What is Estimated Turn (Days)? What is Expected Turn (Days)? Can I create documents such as contracts from MCA Suite? See all 22 articles. My Total Funding Dashboard. What is a Lead? How come I do not see the Leads tab on my MCA Suite instance?

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support.mcasuite.com

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Submit a ticket : MCA Suite

http://support.mcasuite.com/support/tickets/new

To verify you are human, please type the given scrambled letters. We use cookies to try and give you a better experience in Freshdesk. You can learn more about what kind of cookies we use, why, and how from our Privacy Policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.

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Can I create documents in MCA Suite : MCA Suite

http://support.mcasuite.com/support/solutions/articles/4693-can-i-create-documents-such-as-contracts-from-mca-suite-

How can we help you today? Enter your search term here. Can I create documents such as contracts from MCA Suite? Modified on: Thu, 30 Jun, 2016 at 1:38 PM. MCA Suite allows you to store a template with "tags" in Microsoft Word, Microsoft Excel or Adobe PDF formats. Using the template, MCA Suite will pre-fill the document with data you have input into MCA Suite. Here are a few short instructional videos to show you how to create documents (in MS-Word and PDF) directly from MCA Suite:. We’ll also assume yo...

3

What is the merchant cash advance investor dashboard? : MCA Suite

http://support.mcasuite.com/support/solutions/articles/6111-investor-funding-dashboard

How can we help you today? Enter your search term here. Modified on: Tue, 28 Apr, 2015 at 10:41 AM. The Investor Funding Dashboard displays syndicated deals your company (hosting the MCA Suite instance) has participated in with other Funders. From example listed above, "you" (the owner of the MCA Suite instance) participated in a number of deals that value $64,650. Of the $64,650, you participated in $15,930. The above dashboard compares Wayne Enterprises investment against Tusk Enterprise. We’ll also as...

4

Dashboards : MCA Suite

http://support.mcasuite.com/support/solutions/folders/6000029615

How can we help you today? Enter your search term here. Description of MCA Suite dashboards. The Direct Funding Dashboard contains all tracked (funded) deals that have a current outstanding balance. Syndicated deals (deals with investors. Tue, 28 Apr, 2015 at 9:23 AM. The Investor Funding Dashboard displays syndicated deals your company (hosting the MCA Suite instance) has participated in with other Funders. . Tue, 28 Apr, 2015 at 10:41 AM. Mon, 31 Aug, 2015 at 1:20 PM. Tue, 5 May, 2015 at 8:50 AM. We’ll...

5

How MCA Suite manages Leads : MCA Suite

http://support.mcasuite.com/support/solutions/articles/4279-what-is-a-lead-

How can we help you today? Enter your search term here. What is a Lead? Modified on: Fri, 24 Apr, 2015 at 8:50 AM. MCA Suite has Contact Statuses associated with all the "Person" records. A lead is any Contact (Person record) that is a Merchant and has a Contact Status of either a "Lead" or "Assigned." You will not find "Active" and "Declined" contacts on the Leads page. Administrators and users can click on each contact to view the Contact Details containing information about the contact, notes entered ...

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mcasuite.com

Features - MCA SuiteMCA Suite

http://www.mcasuite.com/feature

Whether you are a broker or a funder, MCA Suite has all the requirements to improve your operation. Below are the MCA Suite features that uniquely support the merchant cash advance business. Our team will continue to add features for merchant cash advance brokers and funders throughout the year. If your company is only generating leads and sending deals to other funding companies, MCA Suite will provide the following value to improve your business:. Workflow to manage the deal from lead to funded stages.

mcasuite.com

blog Archives - MCA SuiteMCA Suite

http://www.mcasuite.com/category/blog

Thu August 25, 2016. Team Leaders See All Team Members’ Contacts and Deals. For MCA Suite users utilizing teams, team leaders of teams (denoted by the checkmark on the teams page) will now see all contacts and deals for all team members despite the permission setting. Example: Team A has two members: user John and user Jack, both are “agent” user roles. John is the “team leader” of the team. Jack creates Company X with permission to himself only ( NOT. At 4:37 pm no comments. Tue August 2, 2016. You will...

mcasuite.com

About MCA - MCA SuiteMCA Suite

http://www.mcasuite.com/about

MCA Suite is the first customer relationship management (CRM) solution dedicated to the merchant cash advance (MCA) industry. MCA Suite is a hosted solution that supports MCA funding companies and brokers. Our management and development team has been providing custom software solutions for merchant cash advance companies since 2009. Using our extensive industry expertise, we launched MCA Suite to fill a void in the merchant cash advance marketplace. Twitter: www.twitter.com/mcasuite.

mcasuite.com

Merchant Cash Advance Suite Terms of Service - MCA SuiteMCA Suite

http://www.mcasuite.com/term-of-use

Merchant Cash Advance Suite Terms of Service. 1 Use of Services. B Monthly Billing. Monthly billing is initiated on the first day of your registration with MCA Suite and shall reoccur approximately every thirty days thereafter until termination as set forth in Section 11 of these Terms . You understand that all Content is the sole responsibility of the person from which such Content originated and you agree that you will not store any Content on MCA Suite that is inconsistent with the primary purpose for...

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Support : MCA Suite

How can we help you today? What is a Contact? What are Contact Types? What are Contact Statuses? How Do I Import Contacts? How come I cant create a deal for a contact? See all 11 articles. What is a Deal? Whats the difference between Deal Stage and Deal Status? What is Estimated Turn (Days)? What is Expected Turn (Days)? Can I create documents such as contracts from MCA Suite? See all 22 articles. My Total Funding Dashboard. What is a Lead? How come I do not see the Leads tab on my MCA Suite instance?

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