Renewals
When a funded deal becomes a renewal opportunity. A scan applies these every day at 12:00 UTC and keeps the queue current.
Access restricted
You don’t have permission to change renewal criteria.
Ask a workspace admin if you need access.
What has to be true
All four, or the deal does not appear. `/renewals` lists the near misses with the reason.
- Still funded. A deal that has closed or defaulted is not a renewal candidate.
- Funded at least 60 days ago.
- Paid down at least 50% — measured from the cleared ledger, not the schedule, so a deal that is behind does not look paid down.
- No unresolved bounce. A bounce that was marked made up does not count against the deal; an outstanding one does.
Two more things remove a deal from the queue rather than disqualify it: dismissing an opportunity is permanent — the scan will not raise it again — and a deal that already has a live renewal is gone from the list because its renewal exists.