49 posts
Lead buying ·
How an MCA lead marketplace works
Instead of buying blind batches, a marketplace lets you see leads and choose. How it works and who it fits.
2 min read
ISO operations ·
Pipeline hygiene: keep your CRM honest
Stale deals and missing notes hide real pipeline. A weekly routine to keep an MCA CRM clean.
2 min read
ISO operations ·
From solo broker to a small team: when and how to hire
Signs you are ready to hire your first rep, and how to set up leads, logins and process so the team works.
2 min read
ISO operations ·
Test your CRM wiring with a demo lead before you spend
A broken webhook can cost you a day of leads. Why to test delivery with a practice lead first.
2 min read
Broker sales ·
Ten questions merchants ask about MCA, answered plainly
How fast, how much, what it costs, what if sales drop. Plain answers brokers can give without overpromising.
2 min read
ISO operations ·
Weekend and after hours leads: who calls them?
Merchants fill out forms at night and on weekends. How to cover those hours without burning out your team.
2 min read
Broker sales ·
The aged lead playbook: how to work older MCA leads
Aged leads need a different opener and more patience. A playbook for turning older leads into funded deals.
2 min read
ISO operations ·
Set up lead alerts so you never miss a fresh merchant
Alerts turn speed to lead from a habit into a system. How to set them up without drowning in notifications.
2 min read
Lead buying ·
Using AI research before you call an MCA lead
Thirty seconds of research changes the first call. How AI business lookups help brokers open with context.
2 min read
Broker sales ·
Referral partners: a steady source of MCA deals
Accountants, equipment dealers and other brokers can send deals your way. How to build a simple referral program.
2 min read
Broker sales ·
Handling declines without losing the merchant
A decline today can be a funded deal later. How to tell the merchant, what to try next and when to follow up.
2 min read
Underwriting basics ·
The clean submission: what to send a funder the first time
Incomplete files slow everyone down. What a clean MCA submission package usually includes.
2 min read
ISO operations ·
Building a funder panel that fits your leads
Why your funder panel and your lead buying should match, and how to grow a panel that covers more of your files.
2 min read
Lead buying ·
How to budget your monthly MCA lead spend
Work backwards from funded deals to lead spend. A simple budgeting method for brokers and ISOs.
2 min read
Lead buying ·
Inbound leads vs cold outreach for MCA shops
Cold lists are cheap and slow. Inbound leads cost more and convert better. How to think about the mix.
2 min read
Compliance ·
Texting merchants: etiquette and guardrails for brokers
Texts get read fast, which makes them powerful and easy to misuse. Guardrails for texting MCA leads.
2 min read
Broker sales ·
Three short emails for MCA follow up
A first touch, a document request and a check in. Short MCA follow up emails you can adapt for your shop.
2 min read
Broker sales ·
Voicemails that get callbacks from busy merchants
Short, specific and easy to return. How to leave MCA voicemails merchants actually respond to.
2 min read
Broker sales ·
Handling the five most common MCA objections
Too expensive, need to think, already have an advance, not now, and send me info. Calm answers that keep the conversation going.
2 min read
Broker sales ·
Working with seasonal businesses: timing your MCA outreach
Landscapers, retailers and restaurants have busy and slow seasons. How to time outreach and set expectations.
2 min read
Underwriting basics ·
Time in business and revenue: the two numbers on every MCA lead
Why stated revenue and time in business are a starting point, and how to confirm them before you submit.
2 min read
Underwriting basics ·
Industries and MCA: how funders think about risk by industry
Why funders treat industries differently, what a restricted list is, and how to use it in your buy box.
2 min read
Funders and lenders ·
Live leads for small business lenders: a practical start
How lenders can use live funding requests from small businesses, and how to match them to term loans, lines and other products.
2 min read
Funders and lenders ·
Why direct funders buy MCA leads too
Funders use live leads to add direct deal flow next to broker submissions. How it works and what to watch.
2 min read
Compliance ·
Protecting merchant data on a broker team
Bank statements and contact details are sensitive. Simple security habits for MCA brokers and ISOs.
2 min read
Compliance ·
Commercial financing disclosures: a broker's overview
Several states now require disclosures for commercial financing offers. What brokers should know and who to ask.
2 min read
Compliance ·
Words to avoid on MCA sales calls and ads
Promises of approval, rates or timing get brokers in trouble. Safer ways to describe what you do.
2 min read
Compliance ·
Do not call basics for MCA brokers
How to handle stop requests and do not call lists on a sales floor. General guidance, not legal advice.
2 min read
Compliance ·
Consent and MCA leads: what brokers should keep on file
Why merchant consent matters, what a consent record usually includes, and simple habits that keep your outreach clean.
2 min read
Lead buying ·
Credits vs pay per lead: how lead pricing models compare
Monthly credits, pay per lead and flat lists. How each lead pricing model works and what it means for your budget.
2 min read
ISO operations ·
Shared logins are costing you: give every rep their own
One password for the whole floor hides who bought what. Why separate logins matter for lead buying teams.
2 min read
ISO operations ·
The ISO dashboard: eight numbers to watch every week
From speed to lead to cost per funded deal. The eight weekly numbers that tell an ISO owner where the business stands.
2 min read
ISO operations ·
Onboarding new MCA reps: a first two weeks plan
A simple plan to get a new MCA rep dialing with confidence: product basics, call shadowing, aged leads and clear metrics.
2 min read
ISO operations ·
Lead routing for ISOs: round robin, skill based or both
How to route MCA leads across a sales floor so the right rep calls every lead within minutes.
2 min read
Broker sales ·
The renewal playbook: turning one funded deal into three
Renewals cost nothing in lead spend. How to track paydown, time the renewal call and keep merchants coming back.
2 min read
Underwriting basics ·
Stacking and positions: what brokers need to know
First, second and third positions, why stacking is risky for merchants, and how to talk about existing advances honestly.
2 min read
Underwriting basics ·
Holdback and remittance: how MCA payments work
Percentage of sales or fixed ACH debits. How MCA remittances work and why reconciliation matters.
2 min read
Underwriting basics ·
Factor rates explained for brokers and merchants
What a factor rate is, how it sets the payback amount, and how to explain it to a merchant in plain English.
2 min read
Underwriting basics ·
Reading bank statements for MCA: what funders look at first
Deposits, average daily balance, negative days and existing debits. A plain guide to what funders check on business bank statements.
2 min read
Lead buying ·
MCA lead return policies: what is fair and how to use them
What a fair lead return policy looks like, what counts as a bad lead, and how to build returns into your math.
2 min read
Broker sales ·
Why your MCA leads are not converting (and what to fix first)
Before you blame the lead source, check these five common leaks in the process between lead and funded deal.
2 min read
ISO operations ·
How to send MCA leads straight into GoHighLevel
Wire new MCA leads into GoHighLevel by webhook so routing, tasks and follow up start the second a lead lands.
2 min read
Lead buying ·
What makes a good MCA lead? Seven signs to look for
Fresh, consented, complete and in your buy box. The seven signs of an MCA lead worth paying for.
2 min read
Lead buying ·
Cost per funded deal: the only lead metric that matters
Cost per lead hides the truth. How to calculate cost per funded deal and use it to compare lead sources fairly.
2 min read
Broker sales ·
The 30 day follow up cadence for MCA leads
Most merchants do not answer the first call. A simple 30 day cadence of calls, texts and emails that keeps you in the running.
2 min read
Broker sales ·
A first call structure for MCA leads that gets bank statements
The goal of the first call is statements, not a sale. A five part call structure you can teach any rep.
2 min read
Lead buying ·
How to build a buy box that stops you wasting credits
A buy box turns your funded file into filters. Here is how to set revenue, time in business, industry, state and amount so you only see deals you can place.
2 min read
Broker sales ·
Speed to lead: why the first five minutes decide most MCA deals
The broker who calls first usually gets the conversation. How to set up your shop so every new MCA lead gets a call in minutes.
2 min read
Lead buying ·
Live vs aged MCA leads: which should you buy?
Live leads cost more and close better. Aged leads cost less and need more work. How to decide which mix fits your shop.
2 min read
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