GoHighLevel runs your CRM. NextLevel runs your MCA operation.
NextLevel MCA is independent software that runs inside GoHighLevel, in a sub-account we set up for your team under our agency, so your team gets GoHighLevel's CRM and communication tools alongside a purpose-built MCA application and data layer.
Two systems, connected in one workflow.
Each side does what it was built for. The connections between them keep your team in one place.
CRM & communications
GoHighLevel
- Contact records and conversations
- Texting, calling and email
- Marketing, sites and funnels
- Calendars and reputation
- General workflows
What connects them
- People linked to CRM contacts
- Notes and tasks sync to the CRM
- NextLevel triggers in your workflows
- Alerts in the CRM notification bell
- Deals open from the contact page
- Team members set up as CRM users
MCA data & logic
NextLevel MCA
- Businesses, people and deals
- Documents and statement analysis
- Lender criteria and match scores
- Submissions, offers and contracts
- Advances, commissions and renewals
NextLevel MCA is separate software with its own MCA data layer. It runs inside GoHighLevel and integrates with it, and your MCA records are not stored as GoHighLevel custom fields or custom objects: NextLevel keeps them and links them to your CRM contacts.
What your team gets from GoHighLevel
Every plan includes a GoHighLevel sub-account that we set up under our agency, with NextLevel installed.
CRM contacts
Contact records, tags, smart lists and the full conversation history.
Conversations
Texts and calls with merchants in one inbox, linked to the contact.
Calling and texting
Phone numbers, calling and two-way texting for your team.
Email marketing
Campaigns, templates and an email builder for nurture and renewals.
Sites and funnels
Websites, landing pages and forms, with your NextLevel application form on them.
Calendars
Booking pages and appointment reminders.
Reputation
Review requests and review management.
Workflow builder
Automations that can start from NextLevel's MCA triggers.
Available tools and usage charges depend on your configuration and plan. Calling, texting, email sending and AI tools are billed by usage; see usage pricing.
What NextLevel adds: the MCA system GoHighLevel doesn't include.
MCA deal desk
Businesses, people, deals, documents, offers and advances as real records, with every step logged.
Underwriting & risk signals
Bank statement analysis, coverage tracking and integrity checks inside the deal workspace.
Lender intelligence
A 0 to 100 match score for every lender with criteria, with the reasons behind it in view.
Lender connectivity
Submit by email or through supported lender APIs, then track replies, offers and contracts on the deal.
Merchant experience
One application and one private portal for documents, offers and signatures.
MCA-native automation & alerts
MCA events inside GoHighLevel workflows, and alerts when a deal moves.
AI & developer platform
Connect AI assistants and your own software to the same records and permissions your team uses.
Runs inside GoHighLevel. Powered by NextLevel MCA.
See every capabilityWhat happens when a deal moves
- 1
A merchant applies
The application creates the deal in NextLevel and creates or links the CRM contact, tagged so your workflows can follow up.
- 2
Your team works the deal
Statements, underwriting, lender fit and submissions happen on the NextLevel deal. Texts and calls run through the CRM.
- 3
Lenders respond
Replies and offers are recorded on the deal. Supported lender API connections send status updates and offers back automatically.
- 4
Your CRM reacts
NextLevel triggers fire in GoHighLevel workflows, and the reps on the deal are notified in the CRM bell, by email or by push.
- 5
The deal funds
NextLevel records the advance and commissions, and flags the merchant for renewal when the advance reaches your threshold.
Why not a standalone app?
Running inside GoHighLevel lets your team stay where their contacts, conversations and automations are, while NextLevel supplies the MCA records and logic.
On a computer
NextLevel opens from the CRM's left menu using your CRM session. There is no second password.
On a phone
Install the NextLevel app to your home screen and sign in with a PIN, with its own notification bell.
Frequently asked questions
How NextLevel MCA and GoHighLevel work together
Still have questions? We're here to help.
See the connected workflow.
We'll show how a deal moves between NextLevel and your CRM, using your own process.