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For Merchant Cash Advance lenders, speed is everything—but broker-submitted applications can often slow things down with missing fields, ineligible deals, and incomplete documentation.
You’re dealing with:
Incomplete PDFs
Inconsistent formats
Brokers who need multiple follow ups from intake through underwriting
Underwriters burning hours cleaning it all up
That’s why we built the Flag & Follow-Up Template inside SOLO—to give MCA lenders an edge where it matters most: operational speed and clarity.
The Problem with Broker File Processing for Merchant Cash Advance (MCA)
Every day, your sales or credit team deals with:
Handwritten or scanned PDFs that bury critical data
Missing stips that delay offers
Incomplete documents blocked from uploading into your CRM
Manual follow-up emails that kill turnaround time
Copy-paste chaos from documents into spreadsheets
In a world where timing can make or break a deal, every manual follow up on missing information is a liability.
Join the Waitlist
Automate Follow Ups on MCA Broker Documents
The Flag & Follow-Up Template: Your New MCA Broker Document Automation Tool
We designed this workflow to eliminate the back-and-forth and automate broker document processing for merchant cash advance (MCA) lenders, no matter how brokers submit applications.
Here’s how it works:
1. Intake from Anywhere
Whether a broker sends an email, uploads to a form, or drops into Dropbox—Solo pulls in the files instantly.
2. File Recognition + Categorization
SOLO automatically categorizes documents (yes, even if they’re messy or handwritten) as “MCA applications” and extracts every relevant field.
3. Custom MCA Logic
You tell SOLO:
Which business details are required
What conditions trigger further review
How you calculate eligibility or offer sizing
This becomes the new standard—applied to every ISO file auto-categorized for you by SOLO.
4. Auto-Flag + Follow-Up
When details are missing:
SOLO highlights what’s incomplete
Autogenerates a broker follow-up email
Sends it on your behalf—or cues your underwriter to review and send
5. Sync CRM Ready Structured Data
When a broker replies with missing info:
SOLO re-extracts and revalidates the data
Updates your report automatically
Moves the file to the next step—clean and complete
What MCA Lenders Get
Faster funding turnaround
Smarter broker accountability
Fewer incomplete submissions
Six-figure savings in labor costs
Full-cycle visibility from intake to funding
In MCA, you can't afford paperwork lag. Whether it's a $20K split deal or a $500K stacked file, missing details mean missed windows.
The Flag & Follow-Up Template keeps deals moving—without your team chasing them down.
We’re opening early access now for select merchant cash advance MCA lenders.
Join the waitlist to test the Flag & Follow-Up Template with your actual MCA docs.
