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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.