Streamline your operations, manage your clients effectively, and grow your business with MCA Simplified — CRM, A.I texting and calling, email and SMS marketing, and MCA deal submissions in one platform.
$5 for a 6-day trial · then $197/month · No contract · Cancel any time
With MCA Simplified, you can:
And much more…
Watch the 3-minute overview (sound on).
Every tool a loan broker needs — built in, pre-configured for the lending industry, and included for your whole team.
Creating and customizing websites tailored to the unique needs of your business or clients combines creativity, technical expertise and a deep understanding of your market. A well-designed, user-friendly website is how you showcase your products and services.
Build and automate marketing funnels that capture leads and convert them into customers. A systematic, automated process attracts potential customers, nurtures their interest and guides them through the sales journey.
Send email campaigns, set up automated email sequences and track email preferences. Connect with your audience, nurture relationships and deliver personalized experiences.
Manage customer relationships, track interactions and nurture leads in one CRM, so you build strong, long-lasting connections with your merchants.
Generate and capture leads through landing pages, web forms and outreach marketing, engaging potential customers effectively to grow your customer base and your funded deals.
Create and automate workflows for inbound traffic, SMS/email responses, follow-ups and more. Automation streamlines essential tasks, enhances productivity and improves overall efficiency.
Revamp your marketing with SMS. Texting leads and customers is a direct and efficient way to engage your audience. Not only does this include 1-to-1 messaging — you can easily bulk-send texts to your list of leads for faster conversions.
The MCA Simplified Phone Dialer is built for streamlined communication and contact management. It integrates with your CRM so you can make calls, send text messages and manage your contacts directly from your phone.
Add as many users as you need to your account at no additional cost. Scale your business seamlessly, onboard new team members without hesitation, and focus on generating new business opportunities.
Launch targeted campaigns in a matter of minutes. With our library of pre-made ad templates you can create custom ads that reach the right audience and generate leads: select a template, add your details and launch your campaign.
Control your sales pipeline like a CEO with powerful multi-channel marketing sequences and done-for-you marketing campaigns built for loan brokers.
Create custom lead capture forms that are easy to use, and integrate them seamlessly into your website and social media channels.
Stay connected with your leads and close more deals. Our automated follow-up system sends personalized emails and text messages to your leads at the right time, so your company stays top of mind.
The all-inclusive deal pipeline lets you manage your deals from start to finish. It streamlines your processes, enhances your decision-making and boosts your overall productivity.
MCA Simplified is a full-suite platform for loan brokers. Included in the platform is a full-featured page builder to capture leads.
Our intuitive platform lets you create full-featured websites with custom menus, and high-performing, captivating landing pages — all in one place.
Capture leads with surveys and forms built right in. Use them with our page builder or embed them on your own sites.
The backbone of MCA Simplified is what you can accomplish after you capture the lead.
Your account comes filled with pre-built follow-up campaigns, so you don’t let any leads slip through the cracks.
Connect with your leads through phone, voicemail drops, SMS/MMS, email and even Facebook Messenger.
Save a significant amount of time and money, and improve the effectiveness of your marketing campaigns.
Create and send automated email campaigns to your target audience — welcome emails, lead nurturing, and promotions for your products and services.
Send automated SMS messages to your target audience for reminders, updates and promotions.
Feedback from lending shops using MCA Simplified every day.
★★★★★“I have been using MCA Simplified’s CRM for a few weeks now, it’s a pretty elite system for the price. The price actually seems too good to be true for what is offered. It can definitely replace my current tools. I like that I can import all my data and just put them into certain workflows. I can see this being very big in the industry.”
★★★★★“I would have to give MCA Simplified a 10/10. They have been nothing but great. Besides even the platform itself, the support is unbelievable. I have been through multiple different CRMs and platforms and never witnessed this kind of support. As far as the platform, it’s mind-blowing. So much value you get is unreal. Highly recommended.”
★★★★★“Helped increase my productivity by introducing new marketing channels like emails and texts, which has helped grow my company.”
★★★★★“I have had some challenges that I had come across while using MCA Simplified, but the support team truly helped. I love this system. The SMS setup was the hardest part for us. We changed from [another CRM], there was some getting used to that needed to be done, but so far so good.”
★★★★★“This can literally do anything.”
★★★★★“Best CRM we have ever used.”
★★★★★“Nice system in place, a bit confusing at first but not impossible. Would recommend it to a friend.”
★★★★★“MCA Simplified has been great.”
★★★★★“Best return on investment ever!”
Train your Genie and let it convert! Use our pre-trained document to teach your A.I to ask questions, qualify based on your standards, convert and send applications.
Test it out! Text (516) 212-0378 and our A.I Genie will respond.
Let our MCA Genie take your calls, qualify, send applications and be your employee.
Don’t believe us? Test it out! Call (516) 212-0378 to speak with our A.I funding specialist.
The outbound A.I dialer comes with 6 pre-trained agents that can book appointments, make live transfers, send applications, qualify and chase.
| Capability | Separate tool | MCA Simplified |
|---|---|---|
| CRM & pipeline management | $99/mo | Included |
| Unlimited sales funnels | $297/mo | Included |
| Website builder | $29/mo | Included |
| Surveys & forms | $49/mo | Included |
| Email marketing | $99/mo | Included |
| 2-way SMS marketing | $99/mo | Included |
| Booking & appointments | $29/mo | Included |
| Workflow automation | $169/mo | Included |
| Courses / products | $99/mo | Included |
| Call tracking | $95/mo | Included |
| Reputation management | $299/mo | Included |
| Tracking & analytics | $49/mo | Included |
| Total | $1,412/mo | from $147/mo |
Same features on every plan — choose who does the setup. Your whole team is included.
During this season only
$1,497 $497 setup fee → $5 lets you try EVERYTHING, then just $197/month.
All we ask is that after 30 days of use you give us a video testimonial with your honest feedback. Take action today and get grandfathered in for life at this price.
$197/month
or $1,999 per year
No setup fee. Start with a 6-day trial for $5.
You set up your account with our step-by-step guides, videos and a live onboarding call. Most brokers are done in 1–2 hours.
$147/month
or $1,300 per year
Plus a one-time $297 setup fee.
Our team sets up your account for you: forms, logos, values, SMS/email registration and branding, ready to use.
$599/month
Billed monthly
Done-For-You CRM plus the outbound A.I system, fully set up for you.
Everything in Done-For-You, plus a fully built outbound A.I dialer: six pre-trained agents, 25+ calls per minute, hundreds of human-like voices and voice cloning.
Usage is pay-as-you-go: calls $0.0168/min · SMS $0.0081 · email $0.0007. Full pricing details
MCA Simplified is an all-in-one CRM built for merchant cash advance (MCA) and business loan brokers. It combines a deal pipeline, email and 2-way SMS marketing, workflow automation, a phone dialer, A.I texting and calling agents, websites and funnels, and an MCA deal-submission app in one login, with unlimited users and contacts.
Both plans include the same features. The biggest difference is the setup.
On Done-For-You, we set up your account for you: we handle all forms, logos, values, SMS/email registration and so on, and make them unique to you.
On Done-With-You, you get everything you need — a full guide and demonstration on an onboarding call, plus plenty of videos — to set up your account for your brand on your own time.
Remember: you are not manually adding templates, automations or campaigns. All of that is already pre-built on either plan.
The setup should take only 1–2 hours. With our guides and support it is very simple, and you are never left hanging alone. The Done-For-You plan is mainly for those who truly don’t have the time to do the setup — someone on our team will gladly do it for you.
Ultimate A.I includes everything in our Done-For-You plan plus the outbound A.I calling system, fully set up for you. Outbound A.I can:
Stop wasting time — get ahead with A.I before it’s too late!
The Done-With-You plan is $197 per month (or $1,999 per year) with the setup fee waived, and you can try everything for 6 days for $5. The Done-For-You plan is $147 per month (or $1,300 per year) plus a one-time $297 setup fee, and our team sets up the account for you. Ultimate A.I — the Done-For-You CRM plus the outbound A.I system — is $599 per month. Calls, texts and emails are pay-as-you-go: $0.0168 per call minute, $0.0081 per SMS and $0.0007 per email.
In the upcoming months there will be a $999 setup fee plus $297 a month, but for now you can get grandfathered in for life at just $197 per month with no setup fee. And don’t forget: your entire team is included at no additional cost.
Absolutely. We’ve made it our mission to provide the most value of any MCA tool online. MCA Simplified covers the CRM and pipeline, sales funnels, website builder, surveys and forms, email marketing, 2-way SMS, booking, workflow automation, courses, call tracking, reputation management and analytics — tools that typically cost around $1,412 per month bought separately. We continue to build the platform daily, so if you have any requests or feedback, we are always listening.
Yes. To make MCA Simplified affordable to everyone, we had to decide whether to cap your usage, up-charge for usage, or let you pay as you go — and we chose pay-as-you-go. We partnered with the most reliable and affordable provider we could find (Twilio) for the flexibility needed for all the tools and automation:
Other conversational costs, such as A.I per-use costs, may apply.
Absolutely! Our system has been tested by multiple lending shops and the feedback is amazing. As a community, MCA Simplified members are closing hundreds of deals every month. We use MCA Simplified to fund millions per month while continuing to improve the software so we keep a competitive advantage in our markets.
Unlimited contacts. Generate and import as many contacts as you like — no more contact limits — so you can expand your network and reach a vast pool of potential clients. Users are unlimited too: add your entire team at no additional cost.
MCA Simplified equips you with a comprehensive suite of tools to turn leads into closed deals. From long-term automated follow-up sequences to appointment-generating funnels, it gives you everything you need to streamline your sales process and maximize conversions. Our lead generation training and strategies also help you reach and engage potential clients effectively.
Yes! Navigating MCA Simplified is a breeze — the software is designed to be incredibly user-friendly. To simplify things further, we schedule a personalized onboarding call to walk you through the essential features, so you get a smooth and confident start. You don’t pay extra for this level of support: we simply want you to use MCA Simplified and all of its features so you can close more deals and save more time for you.
Our main industry is business lending. However, MCA Simplified is 100% customizable for any industry — you can simply copy or use our templates as a reference and build off them. Additional industries include, but are not limited to:
We are committed to giving you the support you need to succeed, with three convenient ways to get help:
With MCA Simplified you have the support you need to navigate the MCA industry with confidence.
Yes, your data is safe with MCA Simplified. We take security very seriously and have implemented robust measures to protect your information:
Bank statements read by the MCA deal app are processed only to extract transactions and summary figures, and are never sold or used to train A.I models. For more on your privacy, see our Privacy Policy.
No. We don’t offer refunds, since we are waiving the setup fee and have reduced the price to just $197 per month. There are no contracts, and you can cancel at any time, but all sales are final. If you are on a trial and want to cancel, contact us before the trial ends. See the Refund Policy.
Join the ranks of successful MCA brokers who have transformed their businesses. Start your trial today and experience a streamlined, effective, growth-oriented CRM.