Our latest API integration is now live: Channel Partners Capital.
When you submit to Channel Partners Capital via API, we'll automatically:
Submit the Deal info (business details and owner details)
Upload documents (application and bank statements, if available)
Bring the Account ID and "Sent" status into MCA Pilot
Setup Instructions
Click here to email your Channel Partners rep asking to get set up with API credentials
You'll receive a portal invite via email with a button to set your password
Click the link, set your password, and create your Channel Partners portal account
Log into the portal and generate an API key from within your account
In MCA Pilot, go to the Funders page and create or click into Channel Partners Capital
Under the Submission Method tab, click the
Editbutton in the top right cornerChoose
API Integrationas the Submission MethodSelect
Channel Partners Capitalfor API Funder andProductionfor API EnvironmentPaste your API key into the API Key field
You're good to go! Submit a Deal that has all the required info and files
Required Fields
Business Info:
Business name
Business phone number
Business address (street, city, state, zip code)
State of incorporation
NAICS code (industry)
Legal structure (LLC, Corporation, Partnership, etc.)
Business start date
Owner Info:
First and last name
Social Security Number
Phone number
Email address
Residential address (street, city, state, zip code)
Ownership percentage
Documents:
App and banks (recommended)
App for API (recommended)
Important Notes
Only one owner (the one with the highest ownership percentage) will be submitted if multiple owners exist
After a successful submission, Channel Partners' operations team reviews the deal before it appears in your Channel Partners portal dashboard
Status checking is not available for this integration β your Submission status will show as "Sent" once successfully submitted
The Account ID returned from Channel Partners will be saved to the Submission in MCA Pilot
Note: If an API Submission errors, hover over the Submission and click View error to see what's wrong. You can fix the missing information and resubmit.
If you have a question or run into any issues, please respond directly in the chat or email [email protected] or text +1 888-501-1477 for support.
