--- title: "AI for MCA Brokers: Work Every MCA Lead Fast | Astra AI" description: "AI for MCA brokers, done for you. Astra AI designs, installs and runs 19 AI agents for MCA and small business funding offices. $2,500/mo + AI costs." canonical: "https://www.m-i-n-d.ai/ai-team/mca" updated: "2026-10-12" --- # AI for MCA brokers: First to call gets the file. Your team never sleeps. Astra AI designs, installs and runs a team of 19 AI agents built for funding offices. Your people quote, submit and decide. Your team does the chasing, the packaging and the follow-up. Astra AI designs, installs and runs a done-for-you AI agent team for MCA brokers. It runs on the AI the client already uses (Grok Bot, Muse, Dots, Hermes, OpenClaw or Claude), shares one memory in MIND, and is managed by Astra AI every month. ## The team ### Get New Clients - **Speed-to-Lead Agent**: Replies to every web form, chat and text lead in minutes and asks the first plain questions. (works in MCA Track, MCA Suite, ConvergeHub ISO Broker CRM, Ncrypted, Salesforce, HubSpot, your text tools) - **Merchant Qualifier**: Learns time in business, monthly deposits, industry, existing advances and what the money is for, then sorts the lead by fit. (works in Your CRM) - **Lead List Research Agent**: Builds target lists from public records and your own data and drafts first-touch notes. (works in Public sources, your CRM, email) - **Referral Partner Agent**: Keeps the list of CPAs, equipment dealers, payment processors and other partners, logs who sent what and drafts thank-yous. (works in Your CRM, email) - **Reviews and Reputation Agent**: Asks funded merchants for feedback, sends complaints to you before any public reply and drafts public replies. (works in Google Business Profile, email, text) ### Win the Deal - **Application Starter and Booking Agent**: Sends the application link, books the rep call and sends reminders. (works in Your CRM, Google Calendar, Outlook) - **Statement Collection Agent**: Asks for bank statements, ID, a voided check and processing statements, and chases by text and email until the file is complete. (works in Your CRM, a secure upload link, email, text) - **Statement Review Agent**: Summarizes deposits, returned items and existing daily or weekly debits into a one-page note with flags. (works in Bank statement PDFs, your CRM) - **Funder Match and Submission Agent**: Packages the file in each funder’s required format and lists which funders fit it by your own rules. (works in Your CRM, funder portals, email) - **Offer Disclosure Prep Agent**: Fills in the state disclosure data fields from the funder’s offer, for states that require them. (works in Funder offer documents, your CRM) - **Contract and E-Sign Chaser**: Follows up on unsigned contracts and missing verification steps. (works in The e-sign tool your funder uses, your CRM, text, email) ### Serve and Keep Clients - **Funding Status Agent**: Tells the merchant, in plain words, where the file stands, using only what your CRM and the funder updates show. (works in Your CRM, text, email) - **Renewal Watch Agent**: Lists funded merchants who have reached the point a funder allows a renewal and drafts a note to the rep. (works in Your CRM, funder reports) - **Merchant Support Agent**: Answers payment schedule and "who do I contact" questions by text, chat or email, from the contract and your notes in MIND. (works in Your text and chat tools, your CRM, MIND) - **Complaint and Dispute Triage Agent**: Logs each complaint with the date, topic and what the merchant says happened, then sends it to you. (works in Your CRM, email, MIND) - **Reactivation Agent**: Writes to past merchants and to files that went quiet. (works in Your CRM, email) ### Back Office and Owner - **Compliance Watch Agent**: Keeps the disclosure log by state, registration reminders and the consent log, and checks marketing claims against the funder’s contract. (works in Your CRM, MIND) - **Commission and Reconciliation Agent**: Matches funder commission statements to the deals you submitted and lists what is owed or short. (works in Your CRM, spreadsheets, email) - **Owner Briefing Agent**: One page each morning: leads, stuck files, offers out, renewals due and commissions owed. (works in Your CRM, MIND) ## Price $2,500/month · AI running costs billed at cost · cancel any time. Checkout: https://buy.stripe.com/fZu3cu9af2o96kw0aBe7m0b ## FAQ **How do MCA brokers use AI to work MCA leads?** Most MCA and small business funding offices start with one AI tool, like a chatbot or a writing assistant. The bigger gain comes from a team: 19 agents that each own one job, such as answering MCA leads in minutes, collecting bank statements, packaging clean submissions and sending renewal reminders. They share one memory in MIND, so nothing restarts from zero. Astra AI designs that team for your office, installs it on the AI you already use and runs it every month. A licensed person on your team approves offers and terms. **What does the AI cost to run?** The $2,500 a month is our management fee for designing and running your team. What the AI itself costs to run is billed separately, at what the provider charges. We show you the figure before you start. **Do I have to switch my CRM?** No. Your team works in what you already use. We confirm access to each tool when we scope your team. **What about state disclosure laws like New York and California?** The team drafts the disclosure fields from the funder’s offer and a person checks them. It keeps a log by state. Rules differ by state, so your counsel signs off on the setup. This is not legal advice. **Will it text merchants?** Only where you have the right consent on file. A purchased list is not consent. Opt-outs stop every agent. **What about merchant data and security?** Each agent gets its own account and only the access its job needs. We do not promise that any system is unbreakable. **Which AI agent do you use?** We work with any AI agent you already use, including Grok Bot, Muse, Dots, Hermes, OpenClaw and Claude. We pick the right setup for your shop. **Does it replace my reps?** No. It takes the chasing, the packaging and the reminders so your reps spend their time on merchants and decisions. **Who owns my data?** We go over what is stored, where, and what happens if you cancel on your first call, before you commit to anything. **How fast is setup?** We give you a dated plan on your first call. **Is there a free trial or a refund?** No. We do not offer free pilots, refunds or guarantees. We scope your team on a call first so you know what you are buying. You can cancel any time. ## Facts - Provider: Astra AI (https://www.m-i-n-d.ai) - Price: $2,500/month management fee, AI running costs billed separately at cost, cancel any time - Page: https://www.m-i-n-d.ai/ai-team/mca