A short walkthrough video is coming. The written steps below cover everything in the meantime.
Why it matters
The board is the honest answer to "where is every deal?" Each card is one funding request; each column is a stage. If the board is current, your manager can forecast, your processor knows what to chase, and you can see at a glance which merchant you owe a call.
Reading the board
- The columns are the open stages in order: App In - Collecting Docs, Ready for Submission, Funder Reviewing File, Offers In, Merchant Reviewing Offer, Offer Accepted - Preparing Contracts, Merchant Reviewing Contracts and Contracts Signed - Final Stips.
- Each column header shows the deal count and the total requested.
- A card shows the merchant, the requested amount, the rep and the days in stage. A flame marks high or urgent priority; a badge marks a renewal, add-on or consolidation.
- Days in stage turn amber at 7 days and red at 14. Those deals are stale.
- Closed deals wait at the end as tiles: Closed - Won, Closed - Lost and Nurture, with a count per status. Click a tile (or Show columns) to open its columns.
Step by step: move a deal
- 1Open Deals. Use Rep = Me to see only your deals.
- 2Drag a card to the next column. On a phone, pick the stage from the menu at the top and use the move button on the card.
- 3Or open the deal and use Move stage. The first option is Next: and the next stage's name.
- 4If the stage is not ready, a Not ready for ... window lists what is missing. Collect it and try again. Managers see Move anyway with an optional override note, which is saved to the audit log.
- 5Moving to Funder Declined, Internal Declined or Merchant Declined asks for a reason. Nurture stages ask for an optional note on when to try again.
| Stage | Needs |
|---|---|
| Ready for Submission | Every item on the deal's checklist received, verified, waived or approved |
| Funder Reviewing File | A signed application on file, a requested amount, the merchant not marked do not contact, and no owner who revoked contact consent |
| Merchant Reviewing Contracts | A state disclosure on file when the merchant is in a state with a commercial financing disclosure law |
| Funded - In Repayment | A signed contract and a completed funding verification |
You will rarely drag past Ready for Submission by hand. Marking a submission sent moves the deal to Funder Reviewing File, recording an offer moves it to Offers In, and accepting one moves it to Offer Accepted - Preparing Contracts.
Tips
- Filter by Age in stage (7+ days in stage and up) every Monday and decide on each stale deal: chase it, move it to nurture or close it.
- Use the Table view to sort by In stage or export your deals. A column with many deals links to View all ... in the table.
- The yellow Before ... box at the top of a deal names what the next stage needs. Open checklist jumps to the missing documents.
- If you only see Table, your plan does not include the board view. Everything else works the same.
Try it in the app
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- Sales rep playbookRequesting documents and stips from the merchantSet up the deal's document checklist, send the merchant one clear request for everything outstanding, upload what comes back and keep the count honest.
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- Merchant cash advance 101The MCA deal lifecycle, from lead to renewalThe stages of a merchant cash advance from first contact to renewal: what happens at each, who owns it, how long it usually takes and where deals stall.
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