The operating system for modern MCA brokerages.
Runs inside GoHighLevel. Powered by NextLevel MCA.
NextLevel MCA is MCA software and CRM for merchant cash advance brokers: deal management, lender submissions, bank statement analysis, lender matching, a merchant portal and MCA workflows, connected from application to renewal in a GoHighLevel sub-account we set up for your team.
Requested $60,000 · 4 years in business · Plumbing
Avg monthly rev
$84,200
Avg daily bal
$12,450
Negative days
2
Open positions
1
Lender matches
2 recommended · threshold 75
Next step
Lender A approved $50,000 · 1.35 · 120 days
How a deal moves through NextLevel
One deal record, with the next action visible at each step.
- 1
Application
Merchant applies from your link or website embed
Contact created and tagged - 2
Documents
Statements and stips land on the deal
Request by text or email - 3
Underwriting
Analysis, coverage and risk signals
- 4
Lender fit
Match scores with reasons
- 5
Submission
Email or supported lender API
Submission triggers - 6
Offer
Replies and offers logged on the deal
Approval trigger with terms - 7
Contract
Contracts filed from the lender's reply
Contracts trigger - 8
Funding
Advance and commissions recorded
Deal Funded trigger - 9
Renewal
Flagged when the advance is ready
Paid-down milestones
Move deals forward without stitching together every step.
Bring intake, documents, underwriting, lender activity, offers and funding follow-through into a workflow built for MCA brokerages. Keep merchant conversations connected through your CRM.
See the deal clearly
Statements, coverage, positions and risk signals sit on the deal, next to the merchant's conversation and documents.
Know lender fit and why
Every lender with criteria gets a match score for the deal, with each check explained before you submit.
Keep the next step moving
Replies, offers, contracts and funding update the deal and can trigger your CRM workflows and alerts.
Purpose-built for the work behind every advance.
Eight connected systems for MCA deal management, from the first application to the next renewal.
MCA deal desk
Businesses, people, deals, documents, offers and advances as real records, with every step logged.
ExploreUnderwriting & risk signals
Bank statement analysis, coverage tracking and integrity checks inside the deal workspace.
ExploreLender intelligence
A 0 to 100 match score for every lender with criteria, with the reasons behind it in view.
ExploreLender connectivity
Submit by email or through supported lender APIs, then track replies, offers and contracts on the deal.
ExploreMerchant experience
One application and one private portal for documents, offers and signatures.
ExploreMCA-native automation & alerts
MCA events inside GoHighLevel workflows, and alerts when a deal moves.
ExploreAI & developer platform
Connect AI assistants and your own software to the same records and permissions your team uses.
ExploreGoHighLevel ecosystem
The CRM and communication tools your team works in, included as a GoHighLevel sub-account.
ExploreRuns inside GoHighLevel. Built on NextLevel's own MCA data layer.
NextLevel MCA opens inside the GoHighLevel sub-account we set up for your team, and connects with its CRM and communication tools. NextLevel keeps your businesses, people, deals, submissions, offers and advances in its own data layer, not in GoHighLevel custom fields or objects.
CRM & communications
GoHighLevel
- Contacts and conversations
- Texting, calling and email marketing
- Sites, funnels and calendars
- General workflows
MCA data & logic
NextLevel MCA
- Businesses, people and deals
- Statement analysis and risk signals
- Lenders, criteria and match scores
- Submissions, offers and contracts
- Advances, commissions and renewals
Everyone the deal touches
Merchants, lenders & tools
- Application and merchant portal
- Lender email and supported API connections
- DataMerch, PACER and CRS
- REST API, webhooks and AI assistants
Underwriting & risk signals
Turn bank statements into a clearer underwriting view.
Analyze statements and review revenue, balances, positions, statement coverage and integrity checks in the deal workspace. Spot duplicates and name mismatches, then use the results to inform your review and lender selection.
- True revenue, balances, negative days, NSFs and positions
- Missing months tracked per account, with one-click requests
- Advanced view with ratios, transfers and the full ledger
- DataMerch, PACER and CRS checks when you connect them
Analysis supports your underwriting review. It does not approve or decline a deal.
Explore underwritingName on a statement doesn't match the merchant. Check the files before submitting to lenders.
True revenue
$168,400
Avg monthly rev
$84,200
Avg daily bal
$12,450
Negative days
2
NSFs
1
Open positions
1
Operating account ••4821
Lender intelligence
See which lenders fit, and what drove the score.
Apply lender criteria to deal information, review a 0 to 100 match score and its explanation, then choose where to submit.
- Gates for states, industries, prior defaults and more
- Scored factors from revenue to paper grade
- Bank-verified revenue once statements are analyzed
- Current funder and funded-before labels
Matching supports broker decisions. It does not guarantee lender approval.
Explore lender intelligenceLender A
88/100 · recommended at 75+
High confidence
Selected checks
- 20/20
Monthly revenue
$84,200 bank-verified · needs $25,000
- 10/10
Time in business
4 years · needs 1 year
- 10/10
Existing positions
1 · allows 2
- 9/15
Credit score
640 · prefers 680
- 6/10
Average daily balance
$12,450 · prefers $15,000
- Gates
State and industry
TX, plumbing · allowed
Held down by credit score and average daily balance.
Lender connectivity
From lender submission to next action.
Submit by email or through supported, configured lender API connections. Track responses, declines, revised offers, contracts and funding steps alongside the deal.
- Email from your own mailbox, with watermarked documents
- Preflight checks before an API submission goes out
- AI reads lender replies and logs offers and declines
- Revised offers kept as history on the deal
Submissions
2 approved · 1 needs info · 1 declined
$50,000 · 1.35 · 120 days
$42,000 · 1.32 · 100 days
Voided check requested
Average daily balance below minimum
Merchant experience
Give merchants one place to apply and respond.
Share an application link or embed. Merchants can save and resume, send requested documents, review available offers and sign their application through a branded, mobile-friendly portal.
- Autosave, resume and follow-up on unfinished applications
- Offers side by side, with accept and decline
- Application e-signatures with time and IP proof
- Your branding and rep card, on a neutral portal domain
Your brokerage
Rivera Plumbing LLC
- Application
- Documents
- Underwriting
- Offers
- Signing
- Funded
$50,000
1.35 · 120 days · Daily
$42,000
1.32 · 100 days · Weekly
Your rep
Call or book a time
MCA-native automation & alerts
Connect MCA events to the work your team already automates.
Use NextLevel events in GoHighLevel workflows, get notified when important deal activity happens, and connect authorized AI assistants through MCP, the REST API and webhooks.
- Triggers for approvals, contracts, funding and more
- Alerts in the CRM bell, by email and as push
- AI assistants that act with each user's permissions
- REST API and signed webhooks for your own tools
CRM workflow trigger
Submission Event · Status: Approved
Lender A approved Rivera Plumbing LLC
CRM bell · email · phone push
Which lenders should I send the Rivera deal to, and why?
Lender A scores 88 with high confidence. Lender B scores 76 and funds this merchant now. Lender C is disqualified: the industry is outside its criteria.
Get configured around your brokerage.
Work with the NextLevel team to set up your workspace, roles, lenders, application, communications and workflows. We'll map the onboarding steps with you.
Workspace set up within 24 hours
Your NextLevel workspace and the GoHighLevel sub-account included with your plan are deployed and configured.
1-on-1 onboarding calls
We walk through your deal process and set up roles, lenders, your application and communications with you.
Guided setup in the app
A setup checklist covers your mailbox, lenders, pipeline, application form, team and logo, with tours on every main screen.
MCA Starter Pack
Pre-built workflows, pages and templates you adapt to your brokerage instead of building from scratch.
Frequently asked questions
What brokers ask us most about NextLevel MCA
Still have questions? We're here to help.
See how NextLevel fits your MCA workflow.
Walk through your deal process with our team, or start a 14-day free trial on any plan.