MCA Software

SwiftCloud, an industry-leading paperless platform, can help you find, win, and close more MCA deals with our merchant cash advance software.

SwiftCloud has everything you need to run your MCA / Biz Funding business – CRM, e-Docs, Marketing & More…

There’s only 4 ways to earn more money in this biz, and SwiftCloud can help with all 4:

  1. Get more leads
  2. Convert a higher % of those leads
  3. Earn more per lead
  4. Reduce expenses, and time per file, so you spend more time closing

1. Getting more MCA leads

TIP: Generate your own live transfer leads & build your brand using our Landing Pages. We can help. Buying leads is sometimes a dodgy business.

Marketing is full of smoke and mirrors, and people selling magic bullets, but it’s a few critical things done right, over and over, which are

  1. Compelling, irresistible offer – say, cash to make payroll in 72 hours.
  2. Delivery to the right people – Biz owners who need this.
  3. A clear easy next step – apply now, learn more, a “shy yes” +  to create trust, and illustrate how you solve their problem.

Marketing asset #1 in SwiftCloud: The Offer: Instant landing pages as fast as you can type a headline, so you can create offers for an audience – say, restaurants, or HVAC guys, or whatever.  Example 1, done in minutes. You can instant-clone some landing page templates into your SwiftCloud account.

TIP: Want to build a 500+ commission-only sales army? We’ve done it. See

Getting more leads is a whole book of info but the basics is per above – offer + eyeballs.

2. Convert a higher % of those leads

This means less fall-out of deals, fewer declines, faster approvals, and better sales tools.

First, SwiftCloud’s e-sign has “social workrooms” built in, so when you e-Sign the application, it creates a social workspace for the client to upload bank statements, you to make notes in about their file, etc. – you’ll have a shared cloud-based drive space to manage that client. This will help save a ton of time chasing bank statements, etc – but also speeds your intake, so you strike while the iron is hot. Restaurant owner applying at 3am post bar close? No problem.

TIP: SwiftCloud e-Docs can contain “smart logic” – i.e. do you have a business partner? If yes, show Partner section, if no, keep it hidden. This can speed applications and reduce errors.

Second, SwiftCloud has a complete proposal system, so you can clone templates, or clone another proposal to a similar client. More time closing deals, less time on everything else.

Third, we have a brand new powerful reviews system (currently free while in beta with any account!) to help build trust so you close more. Naturally, this will help with referrals too, which help…

3. Earn more per deal

Best way to do this? Referrals. If you can get every client to self-duplicate, you’ve got a business that grows without any effort from you. Our new RAVE system helps you get social media reviews + referrals from happy clients, while the rare unhappy customer it’ll open a trouble ticket with, so you can help them feel heard before they trash you online, and if needed, make the situation right.

Naturally, our marketing and new marketing tools will help you stay in front of your database, so you win more repeat business and database referrals as well.

The marketing tools and CRM functions / contacts manager can also help you target more profitable clients, so you do larger deals too.

4. Reduce Expenses (widen profit margins)

e-Sign isn’t about replacing just the paper and going green – it’s about saving the input work, automating workflows, automating marketing intake, wow’ing customers, closing a deal while the customer is hot before another competitor gets to them, closing a deal while the customer is on the phone, instead of waiting for PDFs to come back or faxes to get lost.

TIP: SwiftCloud is a complete Merchant Cash Advance Software suite – you can intake data on one form, then merge it into a PDF for e-Signature.

Turn your happy clients into a referral source to land more business

Our customer review software can help drive more people to your business who are in need of merchant cash advance deals. You need positive reviews about your company in order to bring in the clients that are out there searching for exactly what you offer.

TIP: Unhappy customers are 800% (8x!) more likely to talk / share online than happy customers, who often smile, say thanks, and move on. SwiftCloud can balance that so your online reputation matches your real-world goodwill.

84% of consumers are impacted by online reviews. Take advantage of this by turning your happy clients into marketing assets. Review portals with your branding, your logo, and your URL are available to add to emails, websites, and more!

Automatically gather glowing testimonials about your company by having a review template that’s customized with your branding and URL sent to your clients once MCA transaction is complete. You can have it sent via text message, email, social media, or through your website.

These reviews can auto-publish if they’re positive and be shared to Google, Facebook, Yelp, and other platforms with one-touch. If you have clients who aren’t happy with you, the review won’t auto-publish but instead will open a trouble ticket. This will allow your management team to investigate and find out what the problem is.

Generating customer satisfaction surveys that look nice is easy, and you can choose the style you’d like, whether that’s 1 to 5 stars or 0 to 10 ratings. Increase the traffic to your company by having these reviews show up in searches regarding merchant cash advances.

Get e-Signed docs from your clients to create secure, social, online workrooms

Your online client applications can be filled out in advance, over the web, or in-person on a tablet with legally binding e-signatures. On any page, you can let your client upload important documents, such as W2s, tax returns, bank statements, business licenses, and more.

Everything that your client does, whether it’s uploading docs, e-signing important forms, filling out documentation, or other important steps, will be saved into an online, social workroom that you and your client share. Here you can add private notes and comments, store files, complete forms, upload and download docs, e-sign bundles of related docs, and much more. Every party who e-signs will get a PDF copy emailed directly to them. Merchant Cash Advance Software 1

One of the benefits of using our e-sign system is the ability to embed photos right into the document so you can verify who you’re dealing with. Put a photo of their ID right into their patient file and store their birthdate in the contact record.

SwiftCloud was designed from the ground up to be a social network designed for work like this, by a former mortgage broker.

Automate your workflow with smart docs and if-then logic so you can grow your business

With SwiftCloud forms, you can automate your workflow to include smart docs and if-then logic. Wondering what if-then logic is, and how it can help you? Well, if you have two options on the documentation you need your client to fill out… when they choose option X, they can be redirected to option Z to continue to add more information. If they choose option Y, they are not directed to option Z, saving extra time, hassle, and unnecessary paperwork for both of you.

For instance, if you have someone who is filling out paperwork for equipment leasing, they’re going to need to fill out different information than someone who is filling out paperwork for MCA refinancing. Have the right options ready for them both so you can get on the same page quickly as they fill out their paperwork.

You can also use our form generator to help drive more business. For example, you can create bait and tripwire offers for your landing pages, page toppers, timed popovers, exit pops, scroll-intent pops, call-to-action offers, and more.

MCA / EQUIPMENT LEASING / FACTORING / BUSINESS FINANCING: Webinar Coming Soon – like next week: Click here to pre-register and we’ll send it to you.

Risk-free trial. Satisfaction guaranteed. Cancel at any time. 
Still have questions? Schedule a Demo or Call

Switching over to use our merchant cash advance software is simple and we can help you get set up. Whether you want to utilize our social, shared workrooms when your clients e-sign docs to stay more organized, get e-signed fast to lock-in contracts, or get more customer reviews to drive in business, we’re there for you.

Frequently Asked Questions

What exactly is if-then logic and how can it help?

If-then logic can ask questions and offer information based on the answer. For example, if your user clicks option X, they will be prompted to answer option Y. If they do not select option X, the system will not prompt them to answer option Y. This keeps your waivers simple, clean, fast, and detailed.

Is coding experience required when creating forms?

You don’t need any coding skills to get started. Our drag-and-drop builder lets you create exactly what you need. If you’re an advanced user, you can make adjustments to the HTML, but it’s not required.

What if I need additional help?

If you have any additional questions or need clarification on what SwiftCloud can do for you, reach out to us today! Our experts are standing by, reading to give you the help you need.

Can I collect payments with e-signatures?

Electronic Signature & Payment is easy.

In short, you have two options:

Get Money then e-Signature or Get e-Signature then Money

Either is fine and which option is right for you depends on the nature of your sale. If you have a smaller amount to collect (and thus more frequent), we recommend collecting money first, then getting signature.

If you have a higher dollar amount, the value of the contract is increased but the contract is usually not in force until consideration (aka payment) is made and thus for more complex contracts you probably want the contract signed first.

Either is fine, and there’s no real wrong answer – in the end, the result is the same – you need both.

To setup e-signature then payment via paypal, create your form as usual (at ) and on the right side you’ll see some options under “User Flow” like this:

There you can choose an e-commerce product or service to auto-redirect the user after signature for payment. In this example, the user will flow from (1.) Your website, to >>  (2.) the signature page, then >> (3.) payment page, then (4.) back to your site for a receipt and thank you ...

Further reading: