MCA CRM Software
Big Tuna connects the CRM side of an MCA operation to the work that happens after a lead comes in: application intake, document collection, bank statement review, lender matching, submissions, and status updates.
Lead and opportunity data connected to the full package
Automated application and document follow-up
Underwriting data and lender activity on the deal record
Workflows built around broker and funder pipeline stages
Most CRMs are good at storing calls, notes, and pipeline stages. MCA teams also need applications, ownership details, statements, stipulations, lender submissions, and responses to stay connected to that same opportunity.
A new lead needs a different next step than an incomplete package, a deal in underwriting, or an offer waiting on the merchant. Big Tuna can trigger the right tasks, messages, and internal alerts as the opportunity moves.
Reps should be able to see what was collected, where the deal was submitted, who responded, and what is still missing without searching inboxes or asking operations for an update.
Workflow
Store source, company details, requested amount, role, submission volume, and the sales context needed for the next step.
Send the application, collect documents, analyze statements, and keep missing items visible on the opportunity.
Route the file to matched lenders, record responses, update stages, and notify the right person when human follow-up matters.
Questions
An MCA CRM should track the lead source, merchant and owner details, application status, documents, underwriting notes, lender submissions, offers, tasks, communication, and final outcome.
It can support a custom setup, but many clients connect Big Tuna to the CRM they already use. The portal handles the funding-specific workflow while the CRM remains the sales system of record.
Yes. Messages, tasks, notifications, and workflow actions can be triggered by stage, package status, lead attributes, or other business rules.