An Offer is made a Funder completes its underwriting process and decides to advance a Merchant cash in exchange for future receivables. MCA Suite can track offers made by Funders to Merchants.
In order to create an offer in MCA Suite, the Deal must be in the "Application with Submission" stage which means a submission record has been created.
Steps to create an offer:
Go to the Application Summary page and locate the Submission section. Either click on the name of the Funder, or click on the menu and select "View Submission" to go to the Submission Detail page.
From the Submission Detail page, locate the Offer section and click on the "Add" icon which will pop out a slide panel.
Enter the Funder's offer in the slide-out panel and click on "Save." Multiple offers from the same Funder can be entered and tracked on the same page.
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