MCA Deal Management

MCA Deal Management Software
From Application to Funding.

Big Tuna gives MCA teams a cleaner way to manage every package from the first application through underwriting, lender submissions, offers, stipulations, and funding.

One record for applications, owners, documents, and notes

Clear package, underwriting, and submission statuses

Lender history and responses tied to each deal

Reporting across reps, partners, stages, and outcomes

Know exactly what is missing

A deal should not stall because statements are sitting in one inbox and the signed application is in another. Required items and package status stay visible to the people responsible for moving the file.

Keep every submission accountable

Track which lenders received a deal, when it was sent, how they responded, and what the rep needs to do next. That history protects follow-up and gives management a clearer view of partner performance.

Manage volume without losing the details

As submissions increase, teams need consistent stages, ownership, alerts, and reporting. Big Tuna helps operations standardize the repeatable work while reps stay focused on merchants and offers.

Workflow

Give every deal a clear next step.

1

Open the opportunity

Create the merchant record, assign ownership, capture deal terms, and begin the application workflow.

2

Complete and review the file

Collect required documents, parse statements, flag issues, and prepare a package the team can confidently submit.

3

Track it through funding

Record lender activity, offers, stipulations, contracts, funding status, and the final outcome in one connected trail.

Questions

Straight answers for funding teams.

What is MCA deal management software?

It is software used to organize merchant applications, documents, underwriting information, lender submissions, offers, stipulations, and deal outcomes throughout the MCA process.

Can brokers see where every deal was submitted?

Yes. Big Tuna can maintain a submission history with destinations, timestamps, responses, statuses, and follow-up activity for each file.

Can management report on stalled deals?

Yes. Teams can build reporting around stages, package status, ownership, lender activity, and other workflow data to identify where deals are slowing down.