MerchantServices.CapitalMerchantServices.Capital
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Setup & Documentation

Everything you need to get up and running with MerchantServices.Capital.

Getting Started

  1. Accept your invite email and create your account at the sign-in page.
  2. Complete organization setup — office name, branding, and users.
  3. Upload a merchant statement to see analysis, MCC audit, and lender matches in seconds.

CRM Integration (HighLevel)

  1. From your CRM's App Marketplace, search for MerchantServices.Capital and click Install.
  2. Choose the sub-account (location) or agency scope to install into.
  3. You'll be redirected to merchantservices.capital to complete authorization; sub-account users will find the Merchant Analysis page inside their CRM sidebar.
  4. Contacts, opportunities, and pipelines sync nightly; new deals created in the CRM appear in your MSD pipeline automatically.

Uploading Statements

Upload PDF processing statements, bank statements, or MCA payoff letters. Files are parsed on the server and results appear in the merchant dossier.

Submitting to Lenders

From a merchant record, open Submit to Lenders, review the auto-matched shortlist, and send. Responses land in the Offers tab.

Need Help?

Email support@merchantservices.capital or call +1 (954) 294-6750. See our Support page for all channels.