How do I submit a Deal to a Funder via email?

With an email account connected (article to connect your email account) to MCA Suite, you can submit Deals (in Application stage) containing all of the documents the Merchant has submitted to you and create a record to track submission(s) sent to Funders. To email a Deal and create a record of a submission, locate the Submission section on the Application Page and click on the "Email" button. 

You will be taken to the Email Submission page where you can: 

1. Select the Funder(s) you wish to submit the Merchant to be considered for a Merchant Cash Advance
2. Select files to be sent to the Funder(s)
3. Provide a Submission Status (to all the submission entries)
4. Enter a subject line for the email that is going out to all the selected Funders
5. Enter the email body for the email that is going out to all the selected Funders

The Funders on the list to be selected must be a Contact in MCA Suite with a designated Submission Email. Refer to this article for more information on how to add a Funder to your submissions list.

After you have clicked on "Send," MCA Suite will create submission record(s) for selected Funders and you can view it on the Submission List page: 

To view the details of each submission record, click on the "View" button. 

From the Submission detail page, you will see the initial email that went to the Funder and all future correspondence between you and the Funder. 

Notes and tasks can also been managed within the submission record. 

The next step would be for Funders to respond with any offers after reviewing the submissions. Please see this article for more info on how to create and track Submission Offers from these lenders.