MCA Pilot

What happens when a funder sends an offer link instead of offer details?

Troubleshooting AI Processing for funder responses

How to Export All Deals and Owners

How do I edit statement records to correct average daily balance or monthly revenue?

How to integrate your application form with MCA Pilot

How do I send SMS messages and email updates to deals?

How to Import Deals via CSV

How do I stop real merchant emails from being sent to funders?

Learn about our newest feature that automatically reads in declines, offers, and required stips.

AI Processing

Wondering what variables you can use in automated email/SMS follow ups? We've thought of everything so you can craft the perfect message.

Variables for Follow Ups

How to Add Reverse Consolidations and Schedule Weekly Distributions

Learn how to set up automated emails and texts in MCA Pilot.

Follow Ups

Simply upload a PDF app and a deal will be created in MCA Pilot with all of the data automatically extracted from the app.

AI Scan Applications

Configure custom subject line prefixes for specific funders to meet their submission requirements

Funder-Specific Subject Line Prefix

Save hours of manual data entry by letting our AI automatically extract and populate funder criteria from their criteria sheets.

AI Scan Criteria: Automatically Extract Funder Criteria from PDFs

Use AI to automatically rename bank statement files with a standardized naming format including year, month, bank name, and account number.

AI Rename: Automatically Standardize Bank Statement File Names

Automatically compress all bank statement PDFs to reduce file size for easier email submissions to funders.

Compress Statements: Reduce Bank Statement File Sizes

Stop manually matching deals to funders. Auto Sub analyzes every funder in your system, scores them against your deal's criteria, and takes action based on your preferences.

Auto Sub: Automatically Score and Submit Deals to Funders

How to automate actions with webhooks

Victor Fteha

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