Follow a deal from application to renewal.
NextLevel connects the steps your brokerage takes between a merchant's application and the next funding opportunity. Here's what happens at each one, and where your CRM joins in.
- 1
Application and contact link
The merchant applies through your website embed, a shared link or a rep's personal link. The form saves as they type, so they can finish later on any device, and a signed application carries time and IP proof on its PDF.
NextLevel record
The business, its owners and the deal are created, assigned to the rep whose link was used.
GoHighLevel connection
Each owner is linked to a CRM contact, created if needed, and tagged. Unfinished applications fire the Application Abandoned trigger with a resume link.
- 2
Statements and documents
Statements and stips land on the deal, from your team or from the merchant's private portal. Coverage is tracked per account, so missing months are obvious and one click away from a request.
NextLevel record
Documents, statement coverage and every request, tracked item by item until it's complete.
GoHighLevel connection
Requests go out by text through your CRM or by email from your own mailbox. The Document Request Sent trigger fires when a request goes out, when the first document arrives and when everything is in.
- 3
Underwriting review
Analysis shows true revenue, balances, negative days, NSFs, open positions and an A to D paper grade, with an Advanced view for ratios, transfers and the full ledger. If the name on a statement doesn't match the merchant, the deal is flagged.
NextLevel record
Statement analysis, integrity checks and, when you connect them, DataMerch, PACER and credit pulls on your own accounts.
GoHighLevel connection
The Red Flag Detected trigger can alert a manager, and the people on the deal are notified when analysis finishes.
Rivera Plumbing LLCBasic · AdvancedName 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
Coverage 2/3July$81,900August$86,500SeptemberRequestIllustrative example - 4
Lender fit and score explanation
Every lender with criteria gets a 0 to 100 match score for the deal, with a confidence level. "Why this score?" shows each criterion, the deal's value and whether it passed, so you can see what held a lender back.
NextLevel record
Lender criteria, match scores and your team's history with each lender. The score informs your decision; you can submit to any active lender.
GoHighLevel connection
Stays in NextLevel. AI assistants connected to your workspace can explain lender fit too.
Rivera Plumbing LLCLender 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.
Illustrative example - 5
Submission by email or supported API
Send the package from your own Gmail or Outlook mailbox, with watermarked statements and a reference code on every page, or through a supported, configured lender API connection with a preflight check first.
NextLevel record
One submission per lender, with what was sent, when and how.
GoHighLevel connection
The Submission Event trigger fires when a submission is sent and as its status changes.
- 6
Responses, offers and revisions
AI reads lender replies and logs approvals as offers, declines with their reason, and requests for more information. API-connected lenders send status updates and offers back on their own. Revised terms replace the live offer and keep the old ones as history.
NextLevel record
Offers and revisions on the deal, ready to share with the merchant, who can accept or decline in the portal.
GoHighLevel connection
Approval triggers carry the amount, rate, payback, payment, frequency and term. Portal Activity fires when the merchant responds.
Rivera Plumbing LLCSubmissions
2 approved · 1 needs info · 1 declined
Email (AI)Lender AApproved$50,000 · 1.35 · 120 days
Lender APILender BOffer · Rev 2$42,000 · 1.32 · 100 days
Lender APILender DNeeds infoVoided check requested
Email (AI)Lender EDeclinedAverage daily balance below minimum
Contracts from Lender A filed to DocumentsIllustrative example - 7
Contracts, funding and commissions
Request contracts from the lender; when they reply, the files are filed to the deal automatically. Share them through the portal for the merchant to sign and return, then mark the deal funded.
NextLevel record
The advance, the lender commission and each rep's split, including manager overrides.
GoHighLevel connection
The Contracts and Deal Funded triggers carry the files, terms and commission so your follow-up can start.
Your brokerage
Rivera Plumbing LLC
- Application
- Documents
- Underwriting
- Offers
- Signing
- Funded
$50,000
1.35 · 120 days · Daily
AcceptDecline$42,000
1.32 · 100 days · Weekly
AcceptDeclineYour rep
Call or book a time
Illustrative example - 8
Advance tracking and renewal readiness
As the advance pays down, NextLevel tracks what has been paid in and flags the merchant as renewal ready at your threshold, 50 percent by default. A renewal starts a new deal on the same business, with the current funder marked.
NextLevel record
Advances, paid-down progress and renewal-ready flags.
GoHighLevel connection
The Advance Status trigger fires at paid-down milestones, so renewal outreach can start on time.
One deal record, with your CRM around it.
Your team sees the MCA record in NextLevel and uses GoHighLevel's communications and workflows around it. Nothing has to be copied between systems by hand.
Frequently asked questions
How a deal moves through NextLevel MCA
Still have questions? We're here to help.
Walk through it with your own deals.
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