To be able to track the status of deals in a specific status:
1. For every deal with offers, hover over the offer that you'd like to proceed with (could be multiple) and click the "Select" button shown as 1 in the screenshot below. The offer will be highlighted blue.
2. Then update either:
The deal status, by clicking the Update button shown as 2a in the screenshot below. The offer status will update automatically in sync, since it is selected.
Or the offer status, by clicking the inline status dropdown shown as 2b in the screenshot below. The deal status will update automatically in sync, since the offer is selected.
3. To see all your deals in a specific status, go to the main Deals page and filter for that status. Alternatively you can go directly to https://app.mcapilot.com/deals?statusVal=CONTRACTS_REQUESTED to see all deals in Contracts Requested.
How deal, submission, and offer statuses fit together
MCA Pilot tracks three statuses on a deal — the deal status, the submission status, and the offer status. A selected offer is what keeps the deal and offer statuses in sync.
Deal status is the status you filter on the main Deals page, for example Contracts Requested.
Submission status tracks the funder conversation. Statuses include sent, pending, approved, declined, and funded. When a funder approves, the submission becomes approved and the offer is available to manage from the Offers area (see How to mark a Submission as approved).
Offer status tracks one funder's offer. Statuses seen in the Offers list include new, funded, and revised.
Selecting an offer links the deal status to that offer's status: until you select one, the two don't stay in sync; after you select one, updating either status updates the other.
What happens to stipulations
Stipulations arrive with the funder's response and are surfaced on the deal as requested information.
When AI Processing classifies an approval, it extracts the stips required and a summary of stips as it creates the offer.
When a funder reply asks for more information, AI Processing updates the submission to pending and creates a task for each requested item.
Offer-link scraping also extracts stipulations from the funder's portal. If scraping fails, the offer is still created and you enter the financial details manually.
Stip requests are flagged on the deal, so you can see which documents the funder still needs. For the full classification workflow, see AI Processing; for link-only approvals, see What happens when a funder sends an offer link instead of offer details?
Mark a selected offer as funded
Mark the offer you selected as Funded to create the advance and complete the handoff to funding.
Changing the deal's overall status to Funded does not create the advance or payment records — you must mark the specific offer as Funded.
Open the deal and go to the Activity tab.
In the Offers table, directly below Submissions, hover the offer row.
Click Funded.
Complete the funding form in the Funded: [Funder Name] modal and click Confirm.
You can also mark an offer funded from the Offers list in the left sidebar. After you confirm, the offer status changes to funded and MCA Pilot creates the advance, payments, and distributions.
If the Funded button doesn't appear, make sure you're hovering the Offers table, not the Submissions table above it — see How do I correctly mark an offer as funded in MCA Pilot, and what should I do if I cannot find the 'Funded' button?. For the complete funding form and what happens after funding, see How to Mark an Offer as Funded (Create an Advance).