MCA Support Partner

Not all support teams are created equal—especially in the fast-paced world of Merchant Cash Advance. As a broker or funder, you’re moving deals quickly, juggling merchants, underwriters, funders, and sometimes chaos. The last thing you need is a virtual assistant who’s learning MCA on the fly.

Whether you’re drowning in follow-ups or looking to finally get out of the weeds, here’s what to ask before choosing a support partner—and what their answers really tell you.

1. “Have You Worked with MCA Brokers or Funders Before?”

This should be your first question. You’d be surprised how many assistant providers claim to “support finance businesses” but have no idea what a renewal deal or stacking actually means.

Why it matters:
MCA is its own beast. It moves fast, the paperwork is constant, and it’s not taught in school. A generic admin assistant won’t cut it.

2. “What Kind of Training Do Your Assistants Receive?”

Good support partners don’t just assign you a random assistant—they train them. In fact, great ones train them specifically on the MCA space: how to prep files, communicate with merchants, and keep everything organized behind the scenes.

Red flag: If they say, “We’ll let you train them”—run. You’re not here to be a teacher.

3. “What Can Your Team Actually Help With?”

Don’t settle for vague promises like “We do everything.” Be clear about your expectations and see if they align.

Examples of real support work:

• Collecting stips and organizing them for underwriting
• Submitting deals to funders
• Following up on missing documents
• Tracking merchant renewals
• Updating your CRM, sending status updates, etc.

Bonus tip: Ask for task samples or case studies. It’ll show you if they know what they’re talking about.

4. “How Do You Communicate with Clients?”

Quick question—how long can you wait for an update when you’re trying to close a deal?

Not long.
You need someone who’s reachable, responsive, and doesn’t go missing mid-day.

Ask if you’ll have a dedicated point of contact, what hours they work, and what tools they use to track tasks (Slack? Trello? Email?).

5. “How Secure Is My Data With You?”

This isn’t optional. You’re dealing with sensitive merchant information: bank statements, IDs, applications.

Make sure they’ve got security locked down—file sharing protocols, password policies, NDAs, the works. If they stumble through this answer, it’s not worth the risk.

6. “If My Business Grows, Can You Grow With Me?”

Maybe today you just need help with submissions. But what if, three months from now, you’re processing 10 deals a day?

Ask about their ability to scale. A strong partner will have backup staff, onboarding systems, and enough structure to handle your growth—without dropping the ball.

7. “How Do I Know the Work Is Getting Done Right?”

Delegating only works if it’s actually done—and done right. Ask how they track performance, handle feedback, and ensure consistency.

Do they have a QA process? Can they share reports or updates with you? You don’t want to micro-manage—but you do want visibility.

Final Word: Choose Someone Who Feels Like a Partner

The best MCA support providers don’t just take orders—they anticipate needs. They learn your workflow, adapt quickly, and make your life easier.

At Procizo, we’ve helped brokers and funders streamline everything from initial merchant contact to post-funding follow-up. And we know this space—because we live in it every day.

If you’re looking for a partner who gets the pace, the pressure, and the process, we’d love to talk.

Visit Procizo.com to learn more