Start Here
Choose the document workspace. Each workspace has its own fields, drafts, and generate button.
Switching funders does not clear the form — fill the merchant once, generate for any MCA funding entity.
Generate MCA Packet
Final stepMCA packet workflow. Fill only merchant, owner, entity, funding, and bank fields here.
Generate Settlement
Final stepThis workflow is only for DOC: settlement_agreement. Account Debtors control Conditional Release pages and are not part of the MCA contract packet.
Checking drafts