MCA Manager Help

Welcome to the knowledge base. 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
• Setting up your company — the first settings to fill in before your team starts
• Branding & email — your logo, app icon, and sending identity
• Roles & permissions — the six roles and the permission flags that gate every action
• Single sign-on — sign in with Microsoft Entra ID, Google Workspace, or Okta
• Settings reference — every company setting, its default, and what it does

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
• Word contracts — upload a Word template and the fields it can merge
• Merge tokens & calc fields — every token and ready-made calculated field
• 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
• Portal guides for merchants, ISOs, and syndicators — what each partner sees
• 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 reference — every endpoint, with a try-it console
• API keys — create and scope per-tenant keys
• Connected apps (OAuth) — let another app act for a user without a shared key
• 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 at the bottom right of every page shows exactly which build you’re on (hover it for the full build).

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