Deals

1. Overview

This manual provides detailed instructions on how to navigate and utilize the Deals tab effectively.

2. Navigating the MCA Deals Tab

2.1 Filtering Deals

At the top of the MCA Deals tab, you will find buttons that allow you to refine the list of deals in the Deals List. The available filters include:

All Deals, Open, Closed, Refi (Refinance) Target, On Time, Slow Pay, Debits Off, Missed Payments, Defaults, Collecting

Beneath these buttons, you can further filter deals by:

Beginning of Time (Shows all deals), Year to Date, Month to Date, Week to Date, Missed Payments (This drop-down allows filtering by duration of missed payments, e.g., one week no pay, two weeks no pay).

2.2 Custom Reports and Additional Options

Other functionalities available include:

• Save as Report: This feature allows you to create and save your own customized views. For example if you will usually want to see deals by a certain funder and only care about seeing the total collected, you can uncheck all other columns under Column Chooser, and then check off only that funder from the drop-down list. Then you will hit Save as Report and name your report so that in the future you can easily select that type of report. You can create unlimited numbers of customized reports.

• Update: To edit a custom saved report, select that report from the drop-down, edit the columns and options and hit update.

• Column Chooser: Customize the columns displayed by adding or removing columns.

• View Application.

• View Deal.

• Export as CSV: Export the current list of deals as a CSV file.

• My Deals: Show all deals managed by the current user.

3. Managing Deals

3.1 Viewing Deal Details

In the deals list, all features are visible and can be sorted by the column headers. Information can also be entered and searched for in the columns.

3.2 Deal Actions

When you double click to open an active deal, the following actions are available:

• Deal Number and other identifying information: Displayed at the top, can be copied easily with the copy icon.

• Refresh: Update deal details.

• Reopen Deal or Close Deal

• Recalculate: After editing deal details, select this to update the deal details.

• Refinance: Opens the deal as an application and marks it as refinanced in the system.

4. Deal Tabs

4.1 Timeline

The Timeline tab shows the payment timeline on a graph.

4.2 Collection Schedule

The Collection Schedule tab is extensive and is covered in it's manual in the link below.

4.3 Schedule Calendar

The Schedule Calendar tab displays all entries from the collection schedule in an easy-to-view calendar format.

4.4 Transactions

The Transactions tab is extensive and is covered in it's manual in the link below.

4.5 Deal Details

In the Deal Details tab, you can view and edit all deal details. You can also change the associated parent deal if there is one.

This tab includes adjustable buttons for fees:

• Bounce Fee: Charged by default when a payment bounces.

• Default Fee: Charged if there are three bounces.

You can turn off these default fees using the "Turn Off B/D Fee" or "Turn Off Default Fee" options.

4.6 Merchant Details

The Merchant Details tab displays detailed information about the merchant.

4.7 Commissions/Syndication/Heldback

This tab is extensive and is covered in it's manual in the link below.

4.8 Activities

The Activities tab logs all activities on the deal, such as payments or fees. Additional details can be viewed by clicking "View Info."

4.9 Related Docs

In the Related Docs tab, you can:

• Add documents manually or generate from a template (covered in another manual).

• Download or email documents.

4.10 Notes

The Notes tab allows you to add any notes relevant to the deal.

For more detailed instructions on specific features, refer to the respective sections and additional manuals as indicated.