MCA Pilot

Why can't I see reports or export data?

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

How to find who is assigned to a deal

How to Bulk Update Deals via CSV

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?

Send automated SMS and email follow-ups to deals

How to Import Deals via CSV

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 and Request Info emails? We've thought of everything so you can craft the perfect message.

Variables for Follow Ups & Request Info

How to Add Reverse Consolidations and Schedule Weekly Distributions

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

Edit automated follow-up and approval email templates

How to CC a Rep on the Deals You Submit

Enable and run Data Merch

How to set up and send a PSF from MCA Pilot

Troubleshooting AI underwriting misses and deal submission blockers

Victor Fteha

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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