We’re thrilled to share the latest enhancements to Cloudsquare Broker, the most secure, robust, and turnkey solution for small business lending brokers. The most automated MCA CRM is getting even more automated!
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Need support with the upgrade or enhancing Salesforce? Reach out to your Account Manager or meet with us now!
Streamline MCA Deal Workflow with Notification Management
Keep your teams aligned and proactive throughout the deal lifecycle. Our new Notification Management feature ensures the right updates reach sales reps, ISOs, and targeted teams instantly for seamless MCA broker deal tracking.
- Effortless Setup: Configure notification triggers in the MCA CRM quickly without coding or complex Salesforce knowledge.
- Real-time: Stay informed on key deal milestones immediately and act promptly.
- Targeted: Critical notifications to relevant teams, boosting efficiency.
MCA Lender Integrations: File Submission Enhancements
Take control of file submissions like never before. Our intuitive interface standardizes the process, giving you clear, real-time visibility and simplifying resubmissions. Integrating with MCA and small business lenders has never been more streamlined!
- Accurate File Submission Status: Eliminate the guesswork around submission completeness. Each file now displays an individual status, making it easy to identify and address any missing or resubmitted documents as needed.
- Resend with Ease: Manage missing or failed submissions with just a few clicks straight from the MCA CRM.
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MCA Deal Submission Channel Enhancements
Designed to optimize the MCA deal submission user experience, these targeted improvements empower teams to manage submissions with greater precision, control, and speed, enhancing overall operational efficiency.
- ISO СС: Include Affiliates/ISOs by toggling a simple setting.
- Who am I submitting to?: Selected lenders are now highlighted in blue, eliminating confusion.
- File Naming & Preview: Easily rename and preview files without leaving the Submission Channel.
- Priority Lenders: Prioritize key lenders with a dedicated filter, enabling your team to focus on the most important lender relationships.
- One-click Resubmit: Reattempt failed API or email submissions directly from the Submission record with a one-click “Resubmit” button, reducing delays in getting deals back on track.
- Failed Email Submissions Detail: Receive detailed information causing email submission failures, allowing for quicker issue resolution and minimizing workflow interruptions.
- Lender API Offer Polling Enhancements: A plethora of enhancements ensuring that Salesforce governor limits are prevented when working with lenders lacking webhook-based Offer API capabilities.
Next Steps on Your MCA CRM Journey
As you explore the powerful new features in the Cloudsquare Broker Fall ’24 Release, it’s clear that upgrading can significantly enhance your operations and streamline your processes. If you’re still exploring why a robust merchant cash advance CRM is vital for your business, we invite you to read our post on the Key Benefits of a Merchant Cash Advance CRM and learn more about CloudsquareBroker.
