🎯 Who Is This For?
This service is ideal for MCA providers, funding brokers, lending teams, and alternative finance firms looking to automate their inbound lead management, application process, and funding pipeline using GoHighLevel.
Whether you’re receiving hundreds or thousands of leads monthly, we build the custom CRM architecture and automation systems to help you process faster — and fund more deals.
🌟 Why MCA Firms Choose Us
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Funnel & CRM pipeline tailored to MCA
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AI Voice Agents for lead qualification & reminders
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Conversation AI for multi-channel communication
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Application & document collection automation
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Email/SMS/WhatsApp workflows
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Multilingual support (English & French optional)
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Full GoHighLevel setup & compliance strategy
🧠 What We Offer for MCA Businesses
📝 Pre-Qualification & Application Funnels
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Multi-step funnel with conditional logic
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Pre-application form (income, time in business, industry, etc.)
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Redirect to secondary form for document upload (bank statements, IDs)
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Secure file upload handling via GoHighLevel or 3rd-party integrations
🎯 MCA Sales Pipeline Setup
Custom CRM pipeline stages:
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New Leads
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Pre-Qualified
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Documents Received
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Under Review
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Approved
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Funded
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Rejected / Unresponsive
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Automated movement based on status or actions taken
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Real-time notifications to sales teams and agents
🤖 AI Voice & Conversation Agents
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AI agents that call new leads within minutes of opt-in
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Voice reminders for missing documents or next steps
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SMS & email follow-up sequences for unresponsive leads
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Multilingual voice bots (English/French)
📞 Automated Lead Follow-Up System
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Missed-call text back system
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Appointment scheduling (if needed for funding advisors)
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Smart follow-up flows via email, SMS, and WhatsApp
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Time-sensitive triggers for document collection, deal deadline alerts
🔐 Compliance & Deliverability Optimization
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A2P 10DLC registration and verified phone setup
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Custom domain email setup for outreach
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Spam protection and warming strategies
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Secure CRM access setup and document management support
🌍 Scale Across Markets, Stay Compliant
Whether you’re operating in the U.S. or targeting French-speaking leads, we set up a compliant, multilingual system that scales with your sales volume and maintains lead integrity.