AppPortalCRM
The application you fill in for a merchant now uses the same form as the one merchants fill in online, with the fields you choose in Settings → Application Form. Open Applications from your CRM to copy your personal link or fill it in for a merchant; New deal in the app uses the same form. Add the merchant’s documents now, or tick that they’ll send them later and they get a portal link to upload them.Links merchants open (the application, the merchant portal and upload links) now use a neutral address, securefundingportal.com, that doesn’t show NextLevel MCA anywhere: not in the tab, the icon or link previews. Your logo and colours stay on the form. See Application form and share link and Create a deal.