MCA Software

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

If we could save you over 100 hours setup + weeks or months of delays, plus increase your MCA / Business Funding income, what would that be worth to you?

NEW: Decision Engine (input a scenario, it outputs suggested lenders) is in beta. Contact us for details.

SwiftCloud Merchant Cash Advance Software
is everything you need to run your
MCA & Business Funding brokerage.

TIP: Just starting out in Business Funding? This is perhaps like a “business in a box”, but unlike some competitors, we sell just the software – you won’t be “locked in” to using a single broker. You own your relationships.

Here’s the full webinar.


  • $497 Setup / Asset Buyout and we load 30+ assets into your account (marketing assets, landing pages, etc).
  • $49/mo for the SwiftCloud eSign / Sales Collaboration / Landing Pages / Marketing / CRM* Account.
  • Traffic ($, but not to us). You must have / get / build / buy traffic to make this work. We have a kit for this, an executive-overview 7-video series. Marketing = Compelling offer (often “do you have this pain” message) + delivery to the right eyeballs. Some traffic you’ll get – i.e. bulk email – in SwiftCloud, but some – say, Google Advertising we can help with, but you’ll need to spend money with them. We’ll include some graphics and campaigns to get you rolling & can refer specialists (for managing Google or Facebook ads, etc) if you wish. We’ll include a chapter about free traffic systems.

NOTE: Phone dialer is still in beta; contact us for beta access. Phone campaigns are one of 19 Traffic methods mentioned below.

Ready to roll? Checkout here.

Once you’re in, we’ll schedule a Quick-Start phone call / screen share.

Questions? Call Sales & Support Direct at (650) 416-6219

We’ll stand behind it. Note we charge a setup fee because we do a bunch of work loading assets and setting up your account for you, so it’s all 100% ready to use.

More info about our
Merchant Cash Advance Software Suite

Here’s a complete list of MCA / Business Funding Assets included with your purchase / setup… everything is of course branded to you and very customizable.

  1. MCA LEADS GENERATION (Conversion)
    1. Equipment Financing / Leasing Lander 1
    2. MCA Leads Gen Emergency Funding Landing Page
    3. MCA Leads Gen Fast Cash Landing Page
    4. MCA Leads Gen You Qualify Momentum Form
    5. MCA Leads Gen PreQual Momentum Form
    6. MCA Leads Gen Industry Focus Landing Page – Trucking (Clonable)
    7. Equipment Dealer Biz Dev Referrals Intake Page with Tracking
    8. Referral Source Exclusive Agreement
    9. Training: Getting business owners to call you instead of chasing them
    1. MCA Leads Scraper System + Training
    2. MCA Social Media Training + Planner + Starter Campaign
    3. Sales Sequence: “Not yet in market” leads incubator
    4. SMS & Email Marketing System (Mixed Media Sequences!)
    1. MCA Short Form Application
    2. MCA Medium Form Application
    3. MCA Long Full Application
    4. MCA Appointment Scheduler (in Public Beta) (to reduce phone tag)
    5. Upload Docs system – i.e. bank statements
    6. Sequence: “We need yer bank statements” auto-reminder
    1. How’d we do RAVE System
    2. Refer a Friend page
    3. Social Media Booster if Happy
    1. Sales Rep Recruiting 3-Step Funnel
    2. JV / Referral Source 3-Step Funnel
    3. W9 for paying affiliates / reps
    4. Backdoor Prevention Prevention System Coming Soon (will replace contact info with your tracker-redirect)

TIP: You can easily clone copies of anything and everything too – i.e. make a page for landscaping, then clone a copy for pool companies.

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 expensive, and 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. Merchant Cash Advance Software Phone AppCompelling, 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.

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.

So what’s next?

How do I get this
Merchant Cash Advance Software
Setup for Me?

  1. Buy the kit here. We’ll then load the 40+ assets into your account and send some easy video training, and schedule a quick-start call with you.
  • Do you have a marketing team? Any answer is ok – If not, we can help; we are a hybrid between software provider + agency done-for-you services. If you have a marketing team already, then we can work with them. Either way, to generate leads, you must advertise and/or focus on one or more of the 19 traffic methods. We’ll help you get moving if you haven’t. Related: Who are your top 1-3 audiences? Biz owners, but specifically farmers, or laundromats? Restaurants (unless take-out, pizza) are dead right now, but will be back in a few months in force. Effective Marketing = Compelling offer + delivery to the right eyeballs x easy call-to-action.

Frequently Asked Questions

[swiftcloud_helpdesk_faqs category=’one-to-one’ title=’FAQ’]

Further reading: