SmartMCA Knowledge Base
  • What is SmartMCA?
  • Get Started
    • Log In
    • Dashboard
  • Guides
    • Deals
      • Create Schedules
      • Commissions/Syndication/Heldback
    • Applications
      • View Applications List
      • Manage Applications
        • Create New Application
          • Offer Details
        • Create Pre-Approved Application
      • Applications Pipeline View
      • Adding and Generating Documents
    • Transactions
      • Manually Adding Transactions
    • Merchants
    • Reports
    • Syndicators/Brokers
  • Advanced Settings Guides
    • Settings
      • Users
      • Bank
      • Audit Logs
      • Bank Account Balance
      • ACH Transaction Files
      • Deal Collection Logs
      • ACH Scheduler ID Mapping
      • Parties
      • FED Holidays
      • Doc. Template Data Fields
      • Document Templates
  • Integrations
    • signNow
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  • Top Summary Bar
  • Tabs and Controls
  • Pipeline
  1. Guides

Applications

This section provides an overview of the Applications section of SmartMCA App.

PreviousCommissions/Syndication/HeldbackNextView Applications List

Last updated 10 months ago

The Application section is divided into several key areas which is described with screenshots below.

Top Summary Bar

The top summary bar displays statistics for MCA (Merchant Cash Advance) applications by different application statuses. Please refer to the screenshot below for details.

  • Active: Displays the number of active applications (28).

  • Declined: Shows the number of declined applications (164).

  • Submitted Today: Indicates the number of applications submitted today (0).

  • Declined Today: Indicates the number of applications declined today (0).

Tabs and Controls

Below summary bar on the right, there are several controls for managing applications. Please refer to the screenshot below.

  • Application Type Dropdown: Allows selection of different application types(New or Pre approved application).

  • Edit Button: Enables editing of applications.

  • My Applications Button: Filters to show only the user's applications.

  • Export Button: Allows exporting of applications data in CSV file.

Pipeline

Below the summary bar and tabs/controls the pipeline section divides the application process into several stages, each represented by a column. Please refer to the screenshot below for reference.

For step-by-step instructions on how to view a list of applications by different statuses, please refer to the section.

For step-by-step instructions on how to create and edit applications, please refer to the section.

The application process consists of several stages that form a pipeline. These stages are described in detail on the page.

View Applications List
Manage Applications
applications pipeline
Figure 1. Applications Pipeline View
Figure 2. Application controls buttons
Fgure 3. Pipeline view of Applications