MCA Pilot

Article explain how one can view and access Submit Deals

How to access Submit Deals

The article explains about how to add a new user to your workspace, assign permissions, and ensure reps can see the right deals.

How to Set Up a New User in Your Workspace

Learn how to create and use Funder Tags in FundMore to streamline submissions.

How to Group Funders for Submissions

How to CC a Rep on the Deals You Submit

How to Get Daily Reports

How to Add Previous Funded Deals

Are your reps unable to submit from the Sender you created? Is the email not popping up in the Sender dropdown when they try to submit?

How to let other Users submit from your Sender

Submit deals on the go with the MCA Pilot mobile app.

How do I install the mobile app on my phone?

How do I restrict my reps from seeing the total payments/commissions to the company?

How to reconnect your email account after changing your Gmail password.

Emails erroring with "Invalid login: Username and Password not accepted"

How to get a breakdown of Total Payments to the company?

How to add a renewal to an existing deal

Everest (EBF) is not receiving the files in my submissions.

How to Set Up Automated Follow Ups

How to automatically copy the originator of a deal on submissions

Add or change the text in your submission subject lines.

How to edit the subject line prefix on submission emails

Victor Fteha

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