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Underwriting MCAs/Revenue or Sales-Based Financing

Updated: Feb 15, 2023

We are pleased to announce the release of our course on Underwriting MCAs/Revenue or Sales-Based Financing!

This course is for you whether you are a broker, ISO manager, salesperson, processor, office manager, changing jobs, or seeking to enter into alternative business finance. This course is not intended for seasoned MCA underwriters.

You will find the course now in our Learning Center then once joined you will see it in your ‘My Programs’ section in the member's area. You need to be a member first to join.

The course is designed to give those who are interested in furthering their knowledge in underwriting for this particular financing product.

It will cover:

  • what an underwriter does

  • the underwriting process from submission to funding

  • what's involved in credit models

  • how to analyze bank and credit card statements

  • review other documents and stipulations required to approve deals like Tax Returns

  • information brokers can use to close more deals, and much more.

Upon thinking about other ways to help others in the industry or those looking to get into the industry, I figured the experience I have can assist others in furthering their career or business.

Some key benefits are:

  • pick deals better to syndicate on

  • communicate better with underwriters

  • improve operations of your ISO shop

  • manage deals better

  • become an underwriter

  • onboard and train employees more quickly

  • understand the latest underwriting strategies

There is an introductory offer for the course that lasts until February 28th, so don't wait too long. Click the button below to see the details.

If you have any questions or feedback, please feel free to email me or call our office number.

Shane Mahabir


Funder Intel



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