MCA Simplified features: every tool a broker needs
One platform for lead capture, follow-up, calling, A.I, deal submissions and funding — pre-built for merchant cash advance and business loan brokers.
CRM & pipeline
- Contact and company records with full activity history
- Deal pipelines built for MCA stages
- Tags, tasks, notes and smart lists
- Import all your existing data
Marketing
- Email campaigns and automated sequences
- 2-way SMS/MMS — one-to-one and bulk
- Facebook Messenger and social media poster
- Pre-made ad campaigns
Automation
- Workflows for inbound leads, replies and follow-ups
- Pre-built MCA campaigns and templates
- Appointment automation
- Renewal reminders
Calling
- Integrated phone dialer and power dialer
- IVR phone system and voicemail drops
- Inbound and outbound calling
- Call tracking
A.I
- A.I texting agent that qualifies and sends applications
- A.I voice agent for inbound calls
- Outbound A.I dialer with 6 pre-trained agents
- Hundreds of voices, including voice cloning
Websites & funnels
- Drag-and-drop website and funnel builder
- Unlimited landing pages and hosting
- Surveys and forms you can embed anywhere
- Courses and products
Scheduling
- Unlimited calendars and bookings
- Booking pages for merchants
- Google Business Profile integration
- Reputation management
Deals & funding
- Bank statement analysis
- Funder matching and submissions
- Offers, contracts and stips
- Payments, commissions and renewals
Team & reporting
- Unlimited users at no extra cost
- Next-gen analytics and tracking
- Two-way communication on any device
- Training center and onboarding
Websites, funnels and forms that capture leads
Create full websites with custom menus, high-converting landing pages and funnels, and capture leads with surveys and forms — on our pages or embedded on your own site.
Automations that follow up for you
Your account comes with pre-built follow-up campaigns, so you are not building templates, automations or campaigns by hand. Connect with leads through calls, voicemail drops, SMS/MMS, email and Facebook Messenger.
Every conversation in one inbox
Texts, emails, calls and A.I replies sit together on each contact, so anyone on your team can pick up where the last person left off.
One platform instead of twelve
What brokers typically pay for the same capabilities bought separately.
| 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 |
Frequently asked questions
What is an MCA CRM?
An MCA CRM is customer relationship management software built for merchant cash advance and business loan brokers. Beyond a generic CRM’s contacts and pipeline, it handles the broker’s whole workflow: high-volume lead follow-up by text, email and phone, document collection, bank statement review, submitting deals to multiple funders, comparing offers, and tracking funded deals, commissions and renewals.
How is MCA Simplified different from a generic CRM?
A generic CRM gives you contacts and a pipeline, and you add a dialer, SMS tool, email platform, funnel builder and submission process yourself. MCA Simplified comes with all of those built in, plus pre-built MCA campaigns and automations, A.I agents trained to qualify funding leads, and an MCA deal app for bank statement analysis, funder matching and submissions.
Can I really replace all of these tools for just $197 a month?
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.
How many contacts can I have in my account?
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.
I am not very good at technology! Is this software easy to use?
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.
What industries do you serve?
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:
- Real estate
- Mortgage brokers
- Healthcare
- Fitness
- Finance
- Car dealers
- Salons
- Insurance
- And so much more…
Ready to fund more deals with less busywork?
Try everything for 6 days for $5. No contract — cancel any time.