Getting started
Everything you need to get up and running
By Victor1 author33 articles
- Use one application form for your whole team
- Application forms
- Connect a custom application form to MCA Pilot
- Funder Watermark: logo your statements automatically at submission
- Funder Stamp: trace a leaked deal back to the funder
- Connect Your Email to MCA Pilot
- Duplicate submission retry rules
- Import Deals with Lead Source Attribution
- How to Set Up Rep Access, Manager Visibility, and Sender Permissions
- Why am I getting an 'Invalid login: 535' error with Microsoft 365?
- How do I reassign a deal to another person?
- How to create a Deal
- Configure Your IMAP Settings
- How to mark a Submission as approved
- How to Mark an Offer as Funded (Create an Advance)
- How to add commissions to an Advance
- Adding Distributions in Fundmore
- 6 Tips to Best Use MCA Pilot
- How to Set Up A Sendgrid Account
- AI Processing for Microsoft Accounts
- How to Add a Funder
- How to buy/manage domains from Cloudflare
- How to integrate a DocuSeal application form into MCA Pilot
- 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
- Reconnect your email sender
- Error from Sendgrid: write ECONNRESET
- Edit deal fields after an application form generates a deal
- Compress Files: shrink big statements automatically at submission