Track every deal. Know every balance.
Replace your deal tracking spreadsheet with a real pipeline. Auto payback calculations, refinance date tracking, email reminders, and one-click CSV exports — all in one place.
Auto Payback Calculations
Enter the deal terms once and let the tracker calculate payback amounts, remaining balances, and daily/weekly payment frequencies automatically.
- Auto-calculated payback from factor rate
- Real-time remaining balance tracking
- Daily and weekly payment frequencies
Refinance Status Tracking
Track refinance eligibility dates, current status, and refi history for every deal. Know exactly when each merchant becomes eligible to refinance.
- Visual paid-in percentage with threshold markers
- Color-coded refi status badges
- Estimated refi dates at a glance
Email Reminders
Get notified when refinance dates are approaching. Never miss a refi opportunity with automated email reminders for your pipeline.
- Configurable reminder intervals
- Email notifications to your inbox
- Never miss a refinance window
CSV Export & Pipeline Stats
Export your entire deal pipeline or filtered views to CSV. Share reports with your team, funders, or use the data in your own spreadsheets.
- One-click CSV export of any view
- Pipeline stats at a glance
- Share data with team and funders
What's included
Everything in Deal & Refinance Tracker
- Full deal pipeline from submission to funded
- Auto-calculated payback & remaining balance
- Daily and weekly payment frequencies
- Refinance date & eligibility tracking
- Email reminders for upcoming refi dates
- CSV export of deal data
- Shared team pipeline under one organization
Ready to ditch the spreadsheet?
Deal & Refinance Tracker is included with every MCA Metrics Pro subscription. Start your free trial and take control of your pipeline.
No credit card required. Free tools available without an account.