MCA Suite, the leading CRM platform for the merchant cash advance industry, is pleased to implement the following new features for funders and brokers/ISOs:
1. New Dashboard Widget to show the total value of a Funder’s portfolio of investments. The widget is a collection of all funded deals in the system that have not been defaulted and have an outstanding balance greater than zero. Via this widget, Funders will also be able to view details of each deal and download that information. This widget is only viewable by Administrators of the MCA Suite instance.
2. Updates to the Deal Tracking page to include a summary of each month’s payment so Funders can gain a better view of their collections against the advance.
3. Notifications have been updated to allow users to set notifications based on Deal status. All users of MCA Suite can now add Deal Statuses they wish to subscribe to; when the Deal status is changed to the selected deal status, the user will be notified.
4. Improvements to User Administration page by grouping setup pages into a new tab called “Setup.” In addition, we have added a configuration option to allow administrators to set a default deal status when a new deal is created. To set the default deal status, select one of the statuses from the available deal status list as illustrated below. Once selected, all new deals created will be defaulted to that set status.
5. Quick edit links have been added throughout the application based on our customers’ feedback. This new feature improves usability and efficiency.
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