What CSV format do we accept?
Your MCA broker should provide a CSV with these columns, in any order — we match by name, not position:
- Deal ID — unique identifier
- Syndicated Amount — how much you deployed
- Percentage Paid — 0–100%, how much came back
- AM Status — performing, lowered payments, legal, etc.
How to import
First time:
- Click the Import button in the top header
- Select your CSV file from your computer
- Wait for it to parse (usually under 5 seconds)
- See the success message: "✅ 1,657 deals imported"
- Dashboard updates with your deals
Subsequent imports:
- Click Import
- Select the updated CSV (with new deals)
- We merge it with existing data — no duplicates
- Dashboard refreshes
How often should I import?
- Recommended: monthly, on the 28th when you get a new CSV from your broker
- Minimum: quarterly
- Ideal: automated with Claude Automation, which pulls the data for you
Understanding AM Status
Your broker's AM Status column determines each deal's color:
- Performing, Performing – NO UCC → 🟢 Green (healthy)
- Lowered Payments, Communicating → 🟠 Orange (at risk)
- Legal, Soft Collections, Pending Legal → 🔴 Red (defaulted)
- Percentage Paid = 100% → 🔵 Blue (paid off)
If a deal shows the wrong color, check the AM Status value for that Deal ID in your broker's CSV — that value is what drives the classification.