MCA

Bring inquiries and conversations into one place, assign leads to your team, and automate follow-ups so promising opportunities keep moving.

Collect applications and bank statements, organize each merchant's file, and follow up automatically when required information is missing.

Turn bank statements into clear cash-flow summaries, highlight payment obligations, and flag unusual activity for your team to review.

Match merchant files against your funding partners' criteria, prepare submission packages, and track offers without repeating the same work.

See your pipeline, funded deals, commissions, and outstanding tasks in one connected view built around how your business operates.

Identify accounts ready for renewal review using your criteria, track payment activity, and alert your team when an account needs attention.

Build a professional website or branded portal where merchants can apply, upload documents, and check their application status.