MCA Suite Shows You Who's Renewal-Ready. Our Agent Actually Works the List.
MCA Suite's Renewal Opportunity Dashboard is a genuinely useful feature — it surfaces merchants whose balance has paid down enough to be renewal-ready. But a dashboard is a screen: someone still has to open it, decide who to call, and work the list every day, on top of everything else a per-seat SaaS subscription asks your team to manage. Scaler builds an AI agent that works that renewal list directly — timing the outreach, sending the follow-up, flagging the ones that need a human call — instead of surfacing it and leaving the work to your desk.
A renewal dashboard tells you where the opportunity is. It doesn't call the merchant.
- 01The Renewal Opportunity Dashboard surfaces candidates — but someone still has to check it daily, prioritize the list, and make the calls or send the texts before a competitor renews that merchant first.
- 02Renewal timing matters — a merchant who's paid down enough today may get approached by a competing ISO tomorrow if your team doesn't act on the dashboard signal fast enough.
- 03MCA Suite is priced per seat, which means the cost of the software climbs with every processor or closer you add, independent of how many renewals actually get worked.
- 04A dashboard has no memory of who was already contacted this week or how they responded — that tracking still happens in someone's head or a side spreadsheet.
- 05The busiest week for new submissions is often exactly when renewal follow-up gets deprioritized — the dashboard doesn't protect that pipeline from getting ignored.
Live in days, not months.
Audit
We map your renewal criteria — balance paid-down thresholds, time-in-position, funder-specific renewal rules — and how your desk currently decides who to approach and when.
Build
We build an AI agent that identifies renewal-ready merchants against those exact criteria and works the outreach directly: scheduled follow-up, response tracking, and human handoff when a merchant engages.
Deploy
The agent goes live against your live merchant book — no dashboard for your team to check daily, no manual list-building.
Run
We operate and tune the agent's renewal timing and outreach cadence as your funder panel and portfolio evolve. Renewals get worked every week, not when someone has time to check a screen.
Renewals get worked on schedule — without competing for your team's attention against new submissions.
- Renewal-ready merchants get identified and contacted automatically, on the timeline that actually protects the relationship from a competing ISO.
- No per-seat cost climbing with headcount — the agent scales with your merchant book, not your team size.
- Full tracking of who's been contacted, when, and how they responded — no side spreadsheet needed to avoid duplicate or missed outreach.
- Renewal follow-up keeps running even during your busiest new-submission weeks, instead of quietly falling behind.
- Your closers get warm, pre-qualified renewal conversations handed to them instead of a dashboard they have to work themselves.
Questions, answered.
- TCPA Lawsuit Risk for MCA Callers in 2026
- TCPA-Safe Outreach Automation for MCA ISOs
- Texas HB 700 Compliance Automation for MCA
- MCA Track Alternative
- Underwriting Transparency & Deal Status Automation
- White-Label ISO Portal for MCA Brokerages
- Aged & Dead MCA Lead List Revival Automation
- AI Bank-Statement Underwriting Triage for MCA
Book a free scoping call.
Twenty minutes, no pitch deck. We'll map exactly how this would run for your business and what it'd recover. Prefer to read more first? See our AI automation services.