One platform for the full MCA deal lifecycle.
Explore the MCA software and CRM behind every deal: the systems that connect application intake, underwriting, lender activity, merchant follow-through and brokerage operations.
Featured
Lender intelligence
A 0 to 100 match score for every lender with criteria, with the reasons behind it in view.
Lender 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.
Featured
Underwriting & risk signals
Bank statement analysis, coverage tracking and integrity checks inside the deal workspace.
Name 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
MCA deal desk
Businesses, people, deals, documents, offers and advances as real records, with every step logged.
Read the docs: Deals and pipeline- Business and people records, linked to CRM contacts
- Deal workspace with overview, conversation, documents, underwriting, submissions, offers, notes, tasks and activity
- Pipeline board grouped into pre-offer, offer, contract, funded and dead phases
- Advances with renewal-ready flags at your paid-in threshold
- Lender commissions, rep commission splits and manager overrides
- Admin, manager and rep roles with permission templates and record visibility
- An activity log no one on your team can edit or delete
- Opens from your CRM's menu, plus a phone app with PIN sign-in and push alerts
Underwriting & risk signals
Bank statement analysis, coverage tracking and integrity checks inside the deal workspace.
Analysis supports your underwriting review. It does not approve or decline a deal.
Learn more about underwriting & risk signalsRead the docs: Reading the analysis- True revenue, average daily balance, negative days, NSFs and open positions
- Per-bank, per-month breakdown with statement coverage and missing months
- A to D paper grade, with manual override
- Basic and Advanced views: ratios, transfers, flagged transactions, balances and the full ledger
- Statement integrity checks and duplicate detection
- Red flag when the name on a statement doesn't match the merchant
- Watermarked lender-facing copies of every statement
- Optional DataMerch, PACER and CRS credit pulls with your own accounts
Lender intelligence
A 0 to 100 match score for every lender with criteria, with the reasons behind it in view.
The match score is decision support. It never guarantees approval, and you can submit to any active lender.
Learn more about lender intelligenceRead the docs: Lender match score- Lender criteria across business profile, credit and risk, funding size, term and products
- Yes or no gates such as states, industries, prior defaults and recovery activity
- Scored factors including revenue, time in business, credit, positions and paper grade
- Confidence level and an adjustable recommended threshold
- "Why this score?" shows each criterion, the deal's value and the result
- Bank-verified revenue replaces stated revenue once statements are analyzed
- Your team's track record and funding history with each lender
Lender connectivity
Submit by email or through supported lender APIs, then track replies, offers and contracts on the deal.
Learn more about lender connectivityRead the docs: Submitting to lenders- Email submissions from your own Gmail or Outlook mailbox
- Watermarked documents and a per-lender reference code on every page
- API submission for supported, configured lender connections
- Preflight checks before an API submission is sent
- Status updates and offers flow back from API-connected lenders
- AI reads lender replies and logs offers, declines and requests for more information
- Offer revisions kept as history; contracts filed from the lender's reply
Merchant experience
One application and one private portal for documents, offers and signatures.
Learn more about merchant experienceRead the docs: Merchant portal- Application links, website embeds and personal rep links
- Autosave and resume on any device
- Unfinished applications tagged in your CRM with a resume link
- Document requests by text, email or link, tracked item by item
- Private portal with status, document uploads, offers and contracts
- Merchants accept or decline offers side by side
- Application e-signatures with time and IP proof on the PDF
- Application PDFs in original, watermarked and short-summary versions
- Your logo, colours and rep business card, on securefundingportal.com with no NextLevel branding
- Links that expire after 24 hours and can be regenerated
MCA-native automation & alerts
MCA events inside GoHighLevel workflows, and alerts when a deal moves.
Read the docs: CRM workflow triggers- Workflow triggers for submissions, lender approvals, declines and requests
- Approval triggers carry amount, rate, payback, payment, frequency and term
- Triggers for portal activity, contracts, documents, new deals and funded deals
- Advance paid-down milestones and deals passed between reps
- Abandoned application and red flag triggers
- Notifications in the CRM bell, by email and as desktop or phone push
- Managers can follow every deal they can see
AI & developer platform
Connect AI assistants and your own software to the same records and permissions your team uses.
Learn more about ai & developer platformRead the docs: Developer docs- AI reads lender email replies and captures offers
- Help assistant inside your CRM that can open a support ticket
- MCP server for Claude, ChatGPT and CRM workflow AI agents
- Assistants act with the user's own role, and tools that send messages are marked for confirmation
- REST API for businesses, people, deals, documents, lenders, submissions, offers and advances
- API keys with roles and scopes, revocable at any time
- Signed webhooks for 15 deal, document, offer and advance events
GoHighLevel ecosystem
The CRM and communication tools your team works in, included as a GoHighLevel sub-account.
Available tools depend on workspace configuration and current plan. Calling, texting, email sending and the AI tools are billed by usage.
How NextLevel and GoHighLevel fit together- CRM contacts, tasks and conversations
- Texting, calling and voicemail drops
- Missed-call text back
- Website chat widget
- Email marketing and an email builder
- Websites, funnels, forms and surveys
- Calendars and booking
- Social media planner
- Reputation management
- Team chat
- Dashboards and reporting
- Conversation AI, voice AI and content AI
- Workflow builder with NextLevel triggers
- MCA Starter Pack: pre-built workflows, pages and templates
Contacts and conversations
Two-way texting
Website chat widget
Missed-call text back
Voicemail drops
Email builder
Websites and funnels
Forms and surveys
Calendars and booking
Tasks
Team chat
Social media planner
Reputation management
Conversation AI
Content AI
Runs inside GoHighLevel. Powered by NextLevel MCA.
GoHighLevel handles CRM and communications. NextLevel handles MCA records and business logic. Your deals, submissions, offers and advances are NextLevel records, linked to CRM contacts rather than stored as GoHighLevel custom fields or objects.
Connected services
Some connections depend on your own accounts or on the lender. Here's what to expect.
Lender APIs
Available for supported lenders. We set up each connection on request; the lender may need to issue you credentials first.
DataMerch, PACER and CRS
Each uses your own provider account, and the provider bills you directly, for example per PACER search or per credit bureau pulled.
Gmail and Outlook
Connect a mailbox so submissions, document requests and merchant emails go out from your own address.
Calling, texting, email sending and GoHighLevel's AI tools are billed by usage. See usage pricing.
See what's new
Recent releases include the lender match score, notifications, saved applications, application signatures and owner credit pulls.
See it with your own deal process.
We'll walk through the systems that matter to your brokerage, or start a 14-day free trial on any plan.