Renewals

Spot and close repeat business automatically. As funded deals pay down, the platform surfaces the merchants who are ready to renew.

How opportunities appear

A daily scan looks at every funded deal in good standing and flags those that have paid down past your threshold. Eligible merchants appear on the Renewals queue, sorted by how far they have paid down.

Creating a renewal

From the queue, Create renewal builds a new, pre-filled deal linked back to the prior one. You enter the new funded amount and the system computes the net funding: the prior outstanding balance is rolled in as a payoff and the remainder is the net to the merchant.

Dismissing

Not every eligible merchant should be contacted. Dismiss removes an opportunity from the queue; the scan won't re-surface that prior deal.

Tracking

Renewal deals carry a link to the deal they renewed, so you can see the full lineage of a merchant relationship over time.

Can’t find what you need? Return to the app or contact your administrator.