MCA Pilot

Troubleshooting AI underwriting misses

Duplicate submission retry rules

Import Deals with Lead Source Attribution via CSV

How to Set Up Rep Access, Manager Visibility, and Sender Permissions

Why am I getting an 'Invalid login: 535' error with Microsoft 365?

Learn how to add a Sender, set your default Sender, and start submitting Deals to Funders via email.

Connect Your Email to MCA Pilot

How do I reassign a deal to another person?

This guide will walk you through the process of creating a new deal in the Fundmore platform.

How to create a Deal

Learn how to set up your Sender to receive emails, so that you can enable Auto Parse Funder Responses.

Configure Your IMAP Settings

This guide explains the process for reviewing and approving submissions in the Fundmore platform.

How to mark a Submission as approved

This guide walks you through the process of marking an offer as funded in the Fundmore platform, which creates an advance in the system.

How to Mark an Offer as Funded in Fundmore (Create an Advance)

This guide will walk you through the steps how you can add payments

How to add commissions to an Advance

Adding Distributions in Fundmore

Best practices and suggestions to get the most out of our software and make your life easier.

6 Tips to Best Use MCA Pilot

A better way to send email at scale through MCA Pilot

How to Set Up A Sendgrid Account

AI Processing for Microsoft Accounts

Add your funders into MCA Pilot to be able to easily submit to them.

How to Add a Funder

Get domains at cost price for setting up Sendgrid, email blasts, etc.

How to buy/manage domains from Cloudflare

What to do when you created a new DocuSeal form and want to connect it so that new applications come into MCA Pilot.

How to integrate a DocuSeal application form into MCA Pilot

Set up automatic email signatures for your funder submissions

How to Add a Signature to Submission Emails

Map funder reply domains for approval and decline emails

Receive application files through a webhook and verify deal attachments

Set up a funder API integration

How to update your webhook URL to the new Hookdeck format

How to integrate your application form with MCA Pilot

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