AI My Advance: Funder

AI My Advance: Funder is the operational hub for MCA funders who originate and manage merchant cash advance programs. From pipeline to portfolio, it helps teams coordinate merchants, syndication relationships, and day-to-day deal execution—so leadership, underwriting, and operations can work from one consistent system of record.

WHAT YOU CAN DO
• Merchant lifecycle: track merchant records, statuses, and context needed for servicing and portfolio oversight.
• Syndication & offers: coordinate syndicator participation, review syndication activity, and manage offer-related workflows where enabled.
• Transactions & money movement: monitor payout and transaction-oriented views that support reconciliation and operational follow-up.
• Leads & pipeline: capture and progress inbound opportunities with structured lists and workflows aligned to your process.
• Document templates: create and maintain agreement and communication templates to keep documentation consistent across teams.
• Dashboards & reporting: use summary views and analytics-style components to understand performance, concentration, and operational workload (feature availability depends on configuration).

WHO IT IS FOR
Funders, portfolio managers, operations teams, and partner-facing roles who need a secure, role-aware workspace tied to your AI My Advance deployment.

SECURITY & ACCESS
Authentication and authorization follow your organization’s policies. Use strong passwords, protect workstations, and sign out on shared devices. Access to sensitive financial data should follow internal compliance guidelines.

REQUIREMENTS
Features, navigation labels, and API-backed screens may vary by environment, feature flags, and entitlements. If a module is not visible, your administrator may need to enable it.

SUPPORT
For onboarding, permissions, or product questions, contact your administrator or AI My Advance support using the channels provided by your organization.