A Funder is a Contact with a Contact Type = Funder in MCA Suite.
To create a Funder, locate and click on the Contacts icon on the left menu:
The next page will display a listing of Contacts broken up into Company and People. To create a Funder, click on the the Company icon on the right of the page:
A slide-out will appear where you can enter the Funder's details. MCA Suite only requires the following fields:
- Name (legal name of the funder);
- Type (contact type should = Funder);
- Submission Email, ie the Funder's designated email address to receive all submissions from brokers/ISOs. You can enter multiple emails separated by a comma. For example: abc@funder1.com, xyz@funder1.com;
- A unique password in the "Submission Link Password" field if you wish to email submissions with a link for Funders to access the files. You will need to share the password with the Funder offline for them to access the link.
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