MCA Suite recommends its Clients use and update Deal Status Notes to keep track of a Deal's progress. When you are updating each Deal Status Notes in a timely manner, you can use the "Status Not Updated" filter to identify Deals that have been idle for an extended period of time and need to be followed up on by you agent(s), or just need to have their current status manually updated.
To identify Deals that are inactive, click on the "Filter" link which will bring up a menu. From the menu, select "Status Not Updated":
After selecting "Status Not Updated," you will see a pop-up screen asking you to enter a date.
After you have entered the date (in this example, November 7, 2024), the list page will refresh and provide you a listing of Deals that have:
- A Latest Deal Status Note older than the selected date (November 7, 2024); or
- No Deal Status Note added since Deal creation.
Once the list of inactive deals has been identified, you can use other filters on the Application page to narrow down your list. In the example below, you can select "Apps with Offers" which reduces the list to Deals that have offers from Funders, but have not had a Status Note update since November 7, 2024.
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