When you submit to Forward Financing via API, MCA Pilot automatically submits the deal info, uploads the signed application and bank statements, checks the submission status in real time, and brings the response straight into the deal — including approvals with offers and declines.
For the standard API setup flow shared by all funder integrations, see Set up a funder API integration. This article covers Forward Financing-specific details.
Tip: If you hover over the Submission, you'll see a Check Status button which gets a live update and updates the Submission.
Before you begin
Contact Franklin Frias at [email protected] to request API credentials and development access.
Click here to email the Forward Financing team to request API credentials.
Connect the API in Development
In MCA Pilot, go to the Funders page and create or click into Forward Financing.
Open the Submission Method tab and click Edit in the top right.
Choose API Integration as the Submission Method.
Select Forward Financing for API Funder and Development for API Environment.
When you receive your API key, paste it into the API Key field.
Test the integration
Submit a test deal that includes all required info and documents.
Hover over the submission on the deal page and click Check Status to get the latest response.
If the test is successful, copy the Response and email it to [email protected] asking to move to production.
Switch to production
Wait for Forward Financing to send your production credentials.
Return to the Forward Financing funder page, open Submission Method, and click Edit.
Replace the API Key with your production credentials.
Change API Environment to Production and save.
Required fields
Complete business information (legal name, entity type, phone, industry, business start date)
Complete owner information (name, SSN, address)
Documents:
Signed application (recommended)
Bank statements (recommended)
Important notes
Documents are uploaded automatically after the deal is submitted — Forward Financing requires a complete submission with documents to move to production.
Up to two owners are submitted.
Status updates include: Processing, Working, Approval Sent (with offer details), File Missing Info, and Declined. When Forward Financing sends an approval with offers, those offers are brought into the deal automatically.
Note: If an API Submission errors, hover over the Submission and click View error to see what's wrong. You can just fix it and resubmit.
Support
If you have a question or run into any issues, please respond directly in the chat or contact +1 888 501 1477 for the fastest response.