MCA Verify

Part of the Unity FI Family

MCA Track: CRM & Servicing Software for Merchant Cash Advance

MCA Track is the CRM and servicing platform built for the merchant cash advance industry — and the sister product of MCA Verify under Unity FI Solutions. MCA Verify underwrites the deal; MCA Track services it once it is funded.

Visit MCA-Track.comBook an MCA Verify demo

What is MCA Track?

MCA Track is merchant cash advance software — a CRM and servicing platform built specifically for MCA funders, ISOs, and syndicators. It manages the full life of an advance: deal pipeline, underwriting, funding, repayment and ACH tracking, syndication, renewals, and portfolio reporting. Unlike a generic CRM, it models the entities the industry runs on — merchants, advances, factor rates, holdbacks, and syndicator positions.

MCA Track has served the merchant cash advance industry since 2010 and is used by 150+ funding companies. It is operated by Unity FI Solutions LLC of Charlotte, NC — the same company behind MCA Verify. Visit MCA-Track.com to see the platform.

How MCA Track works with MCA Verify

MCA Verify and MCA Track are two ends of one path — from a new lead to a funded, serviced account.

  • Decide in MCA Verify — run the underwriting workflow with AI bank-statement analysis, an explainable risk score, and stacking detection.
  • Service in MCA Track — approved, funded deals are handed to MCA Track so a merchant record is created without manual re-keying.
  • One system of record — MCA Track then manages repayments, ACH, syndication, renewals, and reporting for the life of the advance.

Together they give funders a single path from lead intake to a fully serviced advance. Learn more about MCA Track’s merchant cash advance software.

What MCA Track does

Deal pipeline & CRM

Track every deal from lead to funded, with merchant, ISO, and syndicator relationships built in.

Underwriting & funding

Diligence, offers, and funding terms — factor rate, payback, holdback — recorded on each advance.

ACH & payments

Schedule and record repayments and disbursements across the portfolio.

Syndication

Track co-funded positions, collect investments, and pay each syndicator their share.

Renewals & reups

Refinance active advances into new terms while preserving full repayment history.

Reporting & exports

Portfolio dashboards, collections, returns, and syndicator statements for accounting and compliance.

Frequently asked questions

Are MCA Track and MCA Verify the same company?
Yes. Both are products of Unity FI Solutions LLC in Charlotte, NC. MCA Verify handles underwriting; MCA Track is the CRM and servicing platform for the merchant cash advance industry.
How do MCA Verify and MCA Track work together?
MCA Verify underwrites a deal from lead intake to credit decision. When it is approved and funded, MCA Verify is built to hand the deal to MCA Track so servicing — repayments, ACH, syndication, and renewals — continues without re-keying.
Who is MCA Track for?
MCA funders, ISOs, brokers, and syndicators who need to manage the deal lifecycle from lead through underwriting, funding, servicing, and renewals in one purpose-built system.

Underwrite with MCA Verify. Service with MCA Track.

Decide faster with MCA Verify, then service the funded advance in MCA Track — both from Unity FI Solutions.

Visit MCA-Track.comBook an MCA Verify demo