MCA Suite is pleased to introduce the Broker Portal. This portal enables brokers/ISO’s to submit new leads to the CRM and check application statuses. By allowing their brokers to submit leads directly into MCA Suite, funders will realize the following benefits:
1. Brokers can submit all of the merchant’s application and related information electronically (with attachments).
2. Reduces the amount of emails and attachments in your mailbox. The Broker Portal offers an organized way to collect underwriting documents and reduces administrative overhead.
3. Eliminates the number of phone calls and emails with brokers just to obtain an applicant’s status.
Once the funder grants the broker access to its subdomain (by creating a specialized broker user log-in), brokers can use the MCA Suite Broker Portal to upload new leads and associated documents related to the merchant. Brokers can also return to the Broker Portal to check on the status of the deal. This further eliminates the amount of phone calls and emails to update deal status, as the dashboard provides the broker up-to-the minute information about the deal.
The MCA Suite Broker Portal offers a win-win proposition for funders and brokers. Existing customers should contact us for documentation related to the Broker Portal or a walk-through on how it can benefit their operations. For those interested in seeing a demonstration, please contact us via email or one of our social media handles.