User Guide | FinCOPIA

User Guide on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.

Pages

Dashboard
Admin Pipeline — Admin Pipeline on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Alert Settings — Alert Settings on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Case Analytics — Case Analytics on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Case Dashboard — Case Dashboard on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Case Detail — Case Detail on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Case Intake — Case Intake on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Case Pipeline Report — Case Pipeline Report on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Cases — Cases on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Communication Templates — Communication Templates on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Deal Analytics — Deal Analytics on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Deal Pipeline — Deal Pipeline on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Deal Scoring Settings — Deal Scoring Settings on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Distress Intelligence — Distress Intelligence on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Fee Invoices — Fee Invoices on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Analytics — Funder Analytics on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Case Portal — Funder Case Portal on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Communications — Funder Communications on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Detail — Funder Detail on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Onboarding — Funder Onboarding on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Relationships — Funder Relationships on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Success Report — Funder Success Report on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder UW Guidelines — Funder UWGuidelines on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funders — Funders on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Marketplace — Marketplace on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Merchant Cash Flow Report — Merchant Cash Flow Report on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Merchant Onboarding — Merchant Onboarding on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Merchants — Merchants on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Platform Guide — Platform Guide on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Reconciliation Calculator — Reconciliation Calculator on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Role Management — Role Management on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Role Permission Manager — Role Permission Manager on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Portfolio Upload — Portfolio Upload on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Deals — Funder Deals on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Invite Manager — Funder Invite Manager on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Internal Docs — Internal Docs on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Support Center — Support Center on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Case Heatmap — Case Heatmap on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Reconciliation Portal — Funder Reconciliation Portal on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Broker Dashboard — Broker Dashboard on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Broker Submit Deal — Broker Submit Deal on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Broker My Deals — Broker My Deals on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Broker Commissions — Broker Commissions on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Organizations — Organizations on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Organization Detail — Organization Detail on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Org Permissions QA — Org Permissions QA on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Current Cases — Current Cases on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Submit Deal — Funder Submit Deal on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Agreements — Agreements on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Broker Intake Queue — Broker Intake Queue on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Case Intake — Funder Case Intake on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Funder Setup Queue — Funder Setup Queue on FinCOPIA. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Renewal Review Queue
Renewal Analytics
Terms Acceptance Admin — Terms Acceptance Admin on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Terms Version Manager — Terms Version Manager on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Login — Login on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Register — Register on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Forgot Password — Forgot Password on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Reset Password — Reset Password on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Plaid Connect — Plaid Connect on Platfrom-Rapid Reconciliation. Reconcile defaulted MCA portfolios with automated underwriting, CRM, document pa.
Merchant Renewal Request