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AppCRM
Hear about the moments that matter on your deals without watching the app. A NextLevel MCA bell now sits at the top of your CRM, with a red badge for anything unread. Click it to see what happened and jump straight to the deal.You’re notified when:
  • a lender approves, sends an offer or new terms, asks for more information, declines or sends contracts;
  • a submission fails to send;
  • a merchant accepts an offer, signs, uploads documents or completes a document request;
  • a new application arrives from your link;
  • a deal is assigned or passed to you, or funds;
  • a bank statement analysis finishes.
Notifications go to the deal’s closer and originator. Choose which ones you get, in the app, by email or as pop-up alerts on your computer, under Settings → Notifications, and send yourself a test to check everything works. See The notifications bell, Notification preferences and Desktop notifications.

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