If you’re new to using our MCA submission platform, welcome. This is the central place where brokers like us come to submit deals, check progress, and organize our pipeline. Whether it’s your first time logging in or you’ve heard about it but haven’t jumped in yet, this guide will walk you through the basics. We’ll explain how to sign up, what tools you’ll see first, and how to get your first submission through without getting stuck.

Think of it as a starter map for working within the platform, useful during slower months when you’ve got a little more time to get set up right. Once you’re in, the whole process becomes easier every time you log back on.

Getting Set Up for the First Time

Getting started takes just a couple of minutes, especially if you’re prepared with a few key details. Signing up will usually ask for some basic broker information, so it helps to have the following ready:

• Contact details and business information
• Any referral codes or partner info, if prompted
• A reliable email address where you’ll receive password resets and status alerts

Once you’re signed up, your first login will bring you to a clean, simple layout. You’ll see the sections where deals live, where updates show up, and how to start a new submission. Before you jump into your first deal, we suggest clicking through the tabs casually to see where things are and what they do.

It’s a good time to test your password reset link, make sure emails land in your inbox (not spam), and confirm that your profile details are correct. These small steps help make sure nothing slows you down when business ramps up.

Understanding the Dashboard and Tools

The dashboard is where most brokers spend their time, and it’s built to make your job easier, not harder. Everything is grouped into clear sections, so you don’t have to guess your way around.

Here’s a quick breakdown of the main tools:

• Deal Tracker: See submitted deals, where they stand, and if anything’s waiting on you
• Submissions: Start a new deal or complete one that’s already in progress
• Notifications: Stay updated on status changes, comments, or needed paperwork

Each section is clearly labeled. If you forget where something is, most tooltips or icons have quick summaries when you hover over them. After two or three logins, using the dashboard will feel familiar and quick.

How to Submit a Deal Step-by-Step

Getting your first deal through the platform can feel like a big step, but it’s really just a short series of checkpoints. Here’s how we like to approach it:

1. Gather upfront documents like recent bank statements, ID, and a signed app if needed
2. Click into the “Submissions” section and start a new deal
3. Use the on-screen form to fill in merchant and deal info
4. Upload required documents using the file uploader
5. Double-check your entries, then hit submit

After you send it in, the platform will confirm your submission went through and let you know what to expect next. You’ll normally see updates or next steps pop up under “Notifications” or right inside the deal details. Timing can vary based on the deal, but you’ll often know quickly if anything needs fixing or if it’s moving ahead.

Staying on Track with Deal Updates

You shouldn’t have to guess where your deals stand, and with the MCA submission platform, you don’t need to. Once a deal is in the system, you’ll start seeing alerts or progress markers that reflect what’s happening behind the scenes.

This saves time by cutting down on emails or calls to check status. You’ll know if a submission needs more paperwork or if it’s moved to the next round. Here’s how we stay on top of it:

• Check the “Deal Tracker” daily, especially during busy weeks
• Watch the “Notifications” tab for messages or action requests
• Use email alerts (turned on by default) to know about updates even when you’re away from your desk

And if something doesn’t look right or feels unclear, it’s always okay to click into the deal and check the activity log. If you’re still not sure, contact support using the link from inside your account. It’s better to get clarity now than to wait and risk a stall.

Building Good Habits from Day One

The best time to build your workflow is before submissions start piling up. Many brokers use the winter slowdown to log in more regularly, learn their way around, and fix anything that might cause slowdowns later.

Being consistent early can make a big difference. Here’s why:

• You’ll work faster when volume picks up again
• You’ll catch submission errors before they cause delays
• You’ll build trust by staying responsive and prepared

It’s not about doing everything all at once. Just checking in a few times a week or sending a couple of practice deals gives you the muscle memory you’ll want when business surges again.

Keep It Simple and Move Forward

If you’re logging in for the first time, keep it simple. Explore the dashboard, check your info, and walk through a mock deal if that helps. Pay attention to how each section works so you can move quickly when things get busy.

Like with anything new, it takes a little time to feel confident using the MCA submission platform. But once you’ve submitted a few deals and seen how the updates flow, it becomes second nature. Starting now helps you spend less time troubleshooting later and more time chasing strong opportunities.

Start Faster with a Streamlined Platform

Our MCA submission platform lets ISO partners handle submissions from sign-up to approval in just a few clicks, with technology that makes document management fast and secure. TMR Now gives you an all-in-one hub to view, track, and update your MCA deals, designed for brokers who want less hassle and smoother funding. If you ever need help, our portal support and same-day approval process are built to keep your workflow moving, even during the slowest months.

Discover the efficiency of TMR Now’s MCA submission platformto transform your funding process. With its user-friendly interface and robust tracking capabilities, managing your submissions has never been easier. Get ready to handle more deals with confidence and streamline your workflow today by partnering with us. Let TMR Now be the key to a hassle-free and highly organized funding system.