> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Welcome

> What NextLevel MCA is, how the pieces fit together, and where to start.

NextLevel MCA is the deal workspace for a merchant cash advance brokerage. It lives inside your CRM and runs the part of the business your CRM does not: the application, the bank statements, the lenders, the offers, the contracts and the money after funding.

<Frame caption="NextLevel MCA open inside the CRM, on the Deals board.">
  <img src="https://mintcdn.com/nextlevel-mca/zKDgELl8M8ulfBuT/images/app-inside-crm.png?fit=max&auto=format&n=zKDgELl8M8ulfBuT&q=85&s=76fa7237ca61764d41dcbd62baed25d1" alt="NextLevel MCA open inside the CRM, on the Deals board." width="1920" height="1080" data-path="images/app-inside-crm.png" />
</Frame>

## How the pieces fit

Everything in the app hangs off a small set of records.

| Record | What it is |
| - | - |
| **Business** | The merchant. Legal name, DBA, EIN, address, industry. One business can have many deals over the years. |
| **Person** | An owner or contact, linked to one or more businesses. People are matched to your CRM contacts, so texts and calls go through the CRM. |
| **Deal** | One funding request for a business, sitting in a pipeline stage. Documents, bank analysis, submissions and offers all belong to the deal. |
| **Submission** | The deal package sent to one lender, and what that lender said back. |
| **Offer** | A lender's terms on a deal. One offer is the primary one: the one you pitch and fund. |
| **Advance** | A funded offer being paid back. It carries the Lender Commission, the Rep Commissions, and flags itself when the merchant is ready to renew. |

## Where to start

<CardGroup cols={2}>
  <Card title="Opening NextLevel MCA" icon="right-to-bracket" href="/help/open-from-crm">
    Open it from the CRM, sign in on your phone, fix a page that won't load.
  </Card>

  <Card title="Getting started for reps" icon="rocket" href="/help/getting-started">
    Find your way around and take your first deal to the lenders.
  </Card>

  <Card title="First-time setup checklist" icon="list-check" href="/help/setup-checklist">
    Admins: the six things a new workspace needs.
  </Card>

  <Card title="Guided tours" icon="circle-play" href="/help/guided-tours">
    Short walkthroughs of each screen, and how to replay them.
  </Card>

  <Card title="The notifications bell" icon="bell" href="/help/notification-bell">
    Lender replies, merchant activity and deal changes, in your CRM header.
  </Card>

  <Card title="Getting help" icon="life-ring" href="/help/getting-help">
    Where to go when you're stuck.
  </Card>
</CardGroup>

## Setting up a workspace

If you're the admin of a new workspace, the **Setup** checklist at the top of the page walks you through it: connect a mailbox, add your lenders, review the pipeline and application form, add your team and your logo. See [First-time setup checklist](/help/setup-checklist).

The mailbox comes first. Every email the app sends leaves from a mailbox your team connects, so nothing goes out until one is connected. See [Connecting Gmail or Outlook](/help/email-senders).

<Note>
  Building on the platform? API keys, webhooks and the AI assistant connection are under the **Developers** tab.
</Note>


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