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MCA Compass

FOR MCA BROKERS & ISO TEAMS

Every deal,
on course.

Merchant conversations. Clear ownership. A next step.
A steadier way to move your work forward.

Request a demoTake the product tour

Built for your workday. Designed to bring it into focus.

MCA COMPASS · PRODUCT PREVIEWBuilt for a clearer workday
YOUR WORKDAY, IN VIEW

Good morning, Jamie.

MON, OCT 12
Needs attention4 conversations
Assigned to you2 next steps
Up nextA clear follow-up.
ConversationsAll inboxes ⌄
AL
Alex Lee Harbor Auto · Following up

Thanks, Jamie. A quick conversation...

Interested
MR
Maya Rivera Juniper Café · A question

What would the next step look like?

Question
SW
Sam Wright Northline Supply · Checking in

Let’s pick this up next week.

Follow-up
Harbor Auto

A conversation worth
following through.

ALAlex LeeToday at 9:41 AMInterested
Assigned to Jamie Morgan

An illustrative workspace. Fictional merchants and conversations.

LESS CHASING. MORE CLARITY.

Your relationships deserve
more than another spreadsheet.

When conversations live in one place and next steps in another, the follow-through gets harder. MCA Compass brings a clearer view to the work between the first hello and the next opportunity.

Conversations in context
Ownership you can see
A next step that’s clear

01 / CONVERSATIONS

Pick up the thread.
Keep the context.

See the conversation, its category, and who owns the next step. Less time figuring out where things stand. More attention for the person on the other side.

Explore the shared inbox Inbox classification and assignment are available in the connected pilot.
A LITTLE CONTEXT GOES A LONG WAY
HA

Harbor Auto

Merchant conversation

Interested
“Do you have time for a quick conversation this week?”
Conversation ownerJMJamie Morgan
Next stepA personal follow-up

Fictional example from the product tour.

Merchant pipelineIllustrative product preview

New conversation02

MERCHANT
Harbor Auto

Call to understand needs

JMJamie Morgan
MERCHANT
Juniper Café

Answer a question

JMJamie Morgan

Follow-up02

MERCHANT
Northline Supply

Reconnect next week

TBTaylor Brooks
MERCHANT
Cedar Studio

Review the conversation

TBTaylor Brooks

Next step agreed01

MERCHANT
Atlas Services

Confirm a meeting

JMJamie Morgan

02 / THE BIGGER PICTURE

A place for the details.
A view of what’s next.

Explore how contacts, conversations, and opportunities can fit together. The pipeline preview shows the direction: fewer loose ends and a next step you can find.

See the pipeline preview An interactive concept with fictional records. Production pipeline integration is planned.

A CLEARER WAY THROUGH

From first hello
to the next step.

A product experience built around the rhythm of a broker’s day.

  1. 01

    Start with a person.

    Give merchant outreach a clear purpose and a thoughtful first message.

  2. 02

    Keep the conversation.

    Find the thread and the context when it’s time to respond.

  3. 03

    Make ownership clear.

    Know who’s following through and what needs attention.

  4. 04

    See the next step.

    Explore an organized path from a conversation to an opportunity.

Explore current capabilities and planned workflows in the product tour.

YOUR WORK. YOUR PERSPECTIVE.

Built for the broker.
Considered for the team.

FOR MCA BROKERS

A clearer day.
A more personal approach.

Keep your merchant conversations in view and give the next step your full attention.

Explore the broker experience FOR ISO TEAMS

Shared context.
Clear responsibility.

Explore a workspace where ownership is visible and access has a purpose.

Explore the team experience

A FEW GOOD QUESTIONS

Clarity starts
before you join.

Take a look around. We’ll help you understand whether the experience fits your work.

Let’s talk
Who is MCA Compass for?
MCA Compass is being built for merchant cash advance brokers and ISO teams that want a clearer way to organize outreach, conversations, and follow-through.
Can I try the product?
The product tour is open to explore with fictional data. Request a demo to discuss the current preview and what your team needs. Self-service paid signup is not yet available.
Which features are available today?
The connected pilot supports login, workspace access, inbox classification, and conversation assignment. Outreach, pipeline, and other workflows can be explored as simulations. See the availability details.
Does this send real email or process funding?
The current preview does not send real email or process funding. Live mailbox connections, billing, and funding-specific workflows need further implementation.

YOUR NEXT STEP

A clearer direction
starts here.

See how MCA Compass brings your merchant conversations and next steps into focus.

Request a demoExplore the product