MCA Suite
MCA Suite is a robust CRM designed specifically for the merchant cash advance industry. It streamlines operations by tracking deals from lead generation through underwriting and collections. Users can manage contacts, assign tasks, submit documentation, and syndicate deals, all while utilizing cloud storage and integrated payment tracking for enhanced efficiency.
Top MCA Suite Alternatives
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Maxcustomer
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PhingooCRM
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Sobia Canyon
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FranConnect
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SuiteASSURED
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EmailGreen
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Top MCA Suite Features
- Lead tracking and management
- Underwriting process integration
- Deal syndication capabilities
- Custom user portals
- Commission payout administration
- Document cloud storage
- Automatic payment tracking
- Credit check integration
- Custom document pre-population
- Submission email groups for brokers
- Regulatory disclosure compliance fields
- Portfolio evaluation dashboards
- API for commission integration
- Multi-broker deal submissions
- Notes and application management
- Role-based user access
- Merchant refinancing options
- Easy deal documentation submission
- Real-time settlement comparison
- Business partner document redistribution
