FAQs
Frequent Questions
By Victor1 author42 articles
- Recover team login and lost account access
- How to access Submit Deals
- Why do my reports or filters show the wrong deals?
- Why submission emails are grouped or separated in Gmail threads
- I can't submit deals — troubleshooting
- How to Edit Deal Fields for API Submissions
- Why did a deal from Jotform appear in MCA Pilot without bank statements?
- How to change seats and update your subscription
- Why is the Submit button greyed out?
- Where is the Submit button?
- How to Set Up a New User in Your Workspace
- How to Group Funders for Submissions
- How to Get Daily Reports
- How to Add Previous Funded Deals
- Troubleshoot sender access and an empty sender dropdown
- 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?
- 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 automatically copy the originator of a deal on submissions
- How to edit the subject line prefix on submission emails
- How to download the desktop app
- I'm getting an error "Max message size exceeded"
- Does MCA Pilot integrate with MCA Simplified / GoHighLevel?
- How to match funders automatically for a deal?
- I manually uploaded bank statements to a deal. How do I get the AI to underwrite the financials/positions of the deal, and to check the files to see if something is missing?
- How can I notify the reps (originators and closers) when I assign them a deal?
- Does MCA Pilot have marketing features such as storing leads and a dialer?
- How do I correctly mark an offer as funded in MCA Pilot, and what should I do if I cannot find the 'Funded' button?
- Keeping track of Lead Sources and Batches
- Connect Jotform to MCA Pilot
- How to Add Funders into MCA Pilot
- How to Add A New Rep into MCA Pilot
- How to Create A Gmail Rule to Hide Submission Emails
- How to track deal statuses and offer statuses
- How to Clone an Existing Form Template in DocuSeal
- Connect Your GoHighLevel Account for SMS
- Why is the app slow and how can I speed it up?
- How do I update my Credibly API to the latest version?
- Fix bank statement upload failures