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Overview

What is MCA Suite?

The MCA Suite is a CRM solution specifically designed for the Merchant Cash Advance industry. It caters to small to large-sized companies, including Merchant Cash Advance Brokers/ISOs, Funders, Financial Services Companies, Alternative Lenders, and Small Business Financing Companies. According to the...

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Pricing

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What is MCA Suite?

MCA Suite is a customer relationship management (CRM) system built specifically for companies in the merchant cash advance industry.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is MCA Suite?

The MCA Suite is a CRM solution specifically designed for the Merchant Cash Advance industry. It caters to small to large-sized companies, including Merchant Cash Advance Brokers/ISOs, Funders, Financial Services Companies, Alternative Lenders, and Small Business Financing Companies. According to the vendor, the MCA Suite offers a range of features to streamline various aspects of business operations.

Key Features

Deal Tracking: Track the entire lifecycle of deals, from leads to underwriting and collection. It supports the refinancing of existing funded deals and the syndication of deals with individual investors and other funders.

Lead Management: Manage all contacts and leads in one central location. Easily assign contacts to agents or teams and add applications, notes, and qualifying questions to streamline the lead management process.

Submission Tracking: Effortlessly submit deals to multiple brokers/ISOs and funders. Include related documentation with submissions for a comprehensive and organized submission process.

Commission Tracking: Administer commission payout to brokers and funding companies smoothly. Compare scheduled amounts to settled amounts within the organization and with external sources to ensure accurate and transparent commission tracking.

Portals: Create role-based accounts for different users, including investors, brokers, and merchants. This enables them to access their own dedicated portals for enhanced collaboration and communication.

Deal Syndication: Syndicate deals with existing funders and other investors effortlessly. Calculate management fee collection up front, concurrently, or on the back end to ensure smooth deal syndication.

Secured Document Storage: Store important documents securely in the cloud. Easily access them from anywhere and redistribute them to business partners. Pre-populate custom documents with system fields for efficient document management.

Integrations & API's: Integrate with ACH partners for automatic payment tracking. Run credit checks directly from within the application, eliminating the need for manual processes and enhancing efficiency.

Reporting and Analytics: Utilize comprehensive dashboards and reports to evaluate the overall portfolio. Gain valuable insights for improved business efficiency and decision-making.

Additional Features: Benefit from additional features such as Document Merge, Microbilt Credit Check, Payment Calendar, Configuration Options, Checklists, Notes, Tasks, Users, Teams, Access Logs, and Charts for enhanced functionality and customization options.

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Comparisons

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Reviews and Ratings

(1)

Reviews

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Score 6 out of 10
Vetted Review
Verified User
Incentivized
MCA Suite is being used to track our merchant cash advances. It is used by the working capital team to set up and track individual advances. It's used by our accounting team to export transaction records for our accounting software, and by our support team to reference when merchants have questions.
  • They have lots of detail on the deal pages.
  • It allows for multiple internal and external users.
  • It has global search functionality.
  • Poor reporting.
  • Filtering is clunky.
  • They could improve on data visualization.
  • Renewal advances that are not refinances are difficult to manage.
It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.
Sales Force Automation (9)
6.666666666666666%
0.7
Customer data management / contact management
60%
6.0
Workflow management
N/A
N/A
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
13.333333333333332%
1.3
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
40%
4.0
CRM Reporting & Analytics (3)
3.333333333333333%
0.3
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
10%
1.0
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
40%
4.0
Role-based user permissions
80%
8.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • We've been able to grow our working capital program over the years with the help of MCA Suite.
  • Data management is difficult, and we struggle with reporting.
  • We have granted merchants dedicated to their advances for tracking purposes.
We haven't used any others.
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