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 do I give access to reps to submit from an email account sender? When my rep tries to submit, there are no email accounts in the dropdown.

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

Install MCA Pilot as a PWA app on your computer

How to download the desktop app

What to do when you get an error saying that your email message is too large.

I'm getting an error "Max message size exceeded"

See how our Auto Funder Matching can speed up your submissions

How to match funders automatically for a deal?

Does MCA Pilot integrate with MCA Simplified / GoHighLevel?

Understand this error and avoid it going forward.

Error from Sendgrid: write ECONNRESET

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

What to do when you add a new rep and want to integrate their Jotform to make sure their deals come into MCA Pilot and are assigned to them.

How to Integrate A New Rep's Jotform into MCA Pilot

See how to set up your funders with the proper emails, criteria, etc. to be able to submit to them in 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

Victor Fteha

FAQs

Login

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.