Virtual Assistant (VA)

If you’re in the merchant cash advance (MCA) space, you already know the grind:
ISOs flood your inbox. Merchants need offers yesterday. Docs come in half-complete. And somehow, in between chasing signatures and reviewing bank statements, you’re expected to close deals and grow your book.

Here’s a thought:
What if you had someone taking care of the chaos—so you could focus on closing?

That’s exactly where a virtual assistant (VA) comes in. Let’s talk about how having the right VA can actually help you close more MCA deals, not just make your life easier.

The Real Reason You’re Not Closing More Deals

It’s probably not your pitch. It’s not your product.
It’s time. Or rather, the lack of it.

Most MCA brokers lose deals because:

• They respond too slowly
• Files fall through the cracks
• Docs aren’t followed up on
• Underwriting takes too long
• Merchants lose interest and go elsewhere

None of those are sales problems—they’re operational ones. And those are exactly the tasks a virtual assistant can take off your plate.

What an MCA-Focused VA Can Actually Do

Here’s what a VA with MCA experience brings to the table:

✅ 1. Follow-Up Machine

Getting signed contracts and missing documents can be a full-time job. A VA can chase down stips, bank statements, IDs, and voided checks while you work new leads.

✅ 2. CRM & File Management

Whether you’re using PipeDrive, Salesforce, or something more custom, your VA can keep every file clean and updated. No more “Where’s that deal at?” confusion.

✅ 3. Bank Statement Reviews

Virtual assistants are trained to do first-pass underwriting checks—spotting red flags, organizing balances, and summarizing deposits. That’s hours saved every week.

✅ 4. Merchant Communication

From reminders to updates, your VA can stay in touch with merchants via email or text so deals don’t go cold. You stay top of mind without having to do the legwork.

✅ 5. ISO & Lender Coordination

Too many cooks in the kitchen? Your VA can play air traffic controller—making sure everyone’s looped in, timelines are tracked, and no one’s dropping the ball.

The Result? You Close More. Period.

When a virtual assistant handles the back-end chaos, here’s what happens:

• You get deals submitted faster
• Merchants feel taken care of
• You follow up on more files
• You catch fewer errors
• And you stay laser-focused on closing, not admin

It’s simple math: more efficiency = more closed deals.

Trained Virtual Assistants

“But I Don’t Have Time to Train a VA…”

You’re not alone. That’s why firms like Procizo offer trained virtual assistants who already understand the MCA industry.

Our VAs aren’t just generic admin help—they’re experienced in:

• Merchant cash advance workflows
• Statement analysis
• Doc follow-ups
• ISO/funder relationships

That means they hit the ground running. You don’t lose time—you gain it.

Ready to Stop Leaving Deals on the Table?

If you’re serious about scaling, it’s time to stop doing everything yourself.
Let a virtual assistant handle the operations—so you can focus on what really drives revenue.

👉 Learn more about how Procizo helps MCA brokers close faster: www.procizo.com