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MCA Manager
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Settings

Configure catalogs, automation, integrations, and company-wide preferences.

Business rules

Capital & fees
Profit split, management fee, bank-fee allocation, and default-surcharge rules.
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Partners
Deal-source channels — enable referrals and the ISO/broker portal.
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Alerts
Which roles each event notifies (bounces, renewals, stips, offers).
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Branding & communication

Branding
Company display name, logo, and accent color.
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Email
Outbound sender identity (from name/address, reply-to).
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Email domains
Authenticate your sending domain (SPF/DKIM/DMARC).
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Email templates
Categorized [token] email library for ISOs, merchants, funders & more.
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Email styles
Colors and logo applied to every templated email.
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Document templates
Applications, contracts, letters, payment docs (merge tokens).
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Statements
Automated merchant-statement cadences (monthly, weekly, or on event).
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Announcements
Internal broadcasts targeted to roles.
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Automation

Workflow automation
Assignment rules, status automation, templates, scheduled emails.
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Webhooks
Outbound endpoints with signed delivery.
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Scheduled jobs
BullMQ queues - status, schedules, manual run.
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Data & access

Import / migrate data
Move merchants, deals, payments & more from OrgMeter, LENS and other systems via CSV.
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Integrations
Enable connectors (e-sign, banking, payments, CRM…) for automation.
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API keys
Per-tenant keys for the public REST API.
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Reference data

Reference catalogs

Editable lookup tables that power dropdowns across the app.
Submission statusesMerchant statusesDecline reasonsStip typesStip rules (requirement matrix)Public record typesBounce codes

Company settings

Company settings

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Ask a workspace admin if you need access.