MCA Manager Help

Welcome to the knowledgebase. These guides cover setting up your company, working deals through the pipeline, sending documents for signature, and connecting your own tools and email domain.

Getting started

• Quick start - your first login, the pipeline, and the home screen
• Branding & email - your logo, accent color, and sending identity
• Roles & permissions - the six roles and the permission flags that gate every action

Working deals

• Deals & pipeline - create deals, submit to funders, move stages
• Merchants & leads - intake, the merchant profile, and converting leads
• Decision engine - policy rules and the scorecard behind approve / decline / refer
• Renewals - spot paid-down deals and build pre-filled renewal offers
• Lines of credit - revolving facilities and merchant draws
• Document templates - merge variables and calculated fields
• E-signature - prepare a document, place fields, send, and sign

Money & operations

• ACH collections & disbursements - automate debits, retries, and funding
• Payouts & 1099s - batch ISO and syndicator payouts, generate tax forms
• Accounting & reconciliation - journal entries, bank reconciliation, statements
• Compliance, disclosures & UCC - state disclosures, UCC filings, sanctions screening

Grow & engage

• Self-service portals - merchant, ISO, syndicator, and referrer portals; custom domains; mobile
• CRM, sequences & contact center - outreach sequences, appointments, unified comms timeline
• Notifications & alerts - alert rules, the notification bell, and push

Connect & extend

• Integrations marketplace - enable DocuSign, Plaid, QuickBooks, Slack, Twilio and more
• Webhooks - receive signed events in your own systems
• Using the API - automate intake and integrate your stack
• API keys - create and scope per-tenant keys
• Email domain setup - authenticate your sending domain (SPF/DKIM)

Tips

• Use the search box at the top-left of the menu bar to jump to any merchant, deal, funder, ISO, lead, or syndicator.
• Click the ⚙ Columns control on any list to show, hide, and reorder columns - your layout is saved per view.
• The version badge in the header shows exactly which build you’re on.

Can’t find what you need? Return to the app or contact your administrator.