Commercial operations
Track the funding application alongside the merchant account.
Manage eligibility, offers, documents and agreements, then follow submission and servicing. Keep progress and responsibility visible throughout the funding process.
What it handles
Manage eligibility, applications, offers, agreements, funding progress and ongoing servicing.
Lease & Finance capability
What Merchant cash advance covers
Manage eligibility, applications, offers, agreements, funding progress and ongoing servicing.
01
Eligibility and indicative-offer workflows
02
Application, evidence and agreement handling
03
Funder submission and status tracking
04
Post-funding servicing and merchant visibility
Workflow notes
Merchant cash advance in practice
A merchant asks about funding. The team needs to collect the eligibility information, follow any offer through agreement and keep the documents available for servicing.
What to prepare
Prepare the provider relationship, required evidence, status definitions and the responsibilities of each participant.
Review the workflow
- Review the evidence required to assess an enquiry.
- Track an offer and agreement through the agreed provider process.
- Confirm the information and ownership needed for subsequent servicing.
Does recording an application guarantee funding?
No. Eligibility, terms and funding decisions depend on the relevant provider and agreement. Keep enquiry, offer, agreement and funding statuses separate so staff can explain the actual position to the merchant.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Retention workflows — Move cancellation requests through triage, approvals, save offers, follow-up and final outcome tracking.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Confirm the funder’s requirements and who handles documents, queries and servicing before opening the application route.
Continue through Lease & Finance
Related capabilities
Walk through your finance requirements.
Bring a typical funding application, acquirer statement or commission agreement. We will show the relevant workflow and explain the available modules.