Merchant cash advance

Merchant cash advance automation templates

12 ready-made workflows for Merchant cash advance. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Centrex, Slack and Gmail.

Merchant cash advance
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Automated MCA Renewal Offer Preparation
Every Monday, WebRun scans Centrex for advances nearing their payoff balance, drafts a personalised renewal offer for each qualifying merchant, and queues the offers for your sales team to review and send.
CentrexDocuSignSlack
Automated MCA Factor Rate Change Notices
When a factor rate or remittance schedule change is logged in Centrex, WebRun drafts a clear notice for the affected merchant, prepares a DocuSign amendment for the updated terms, and queues everything for your team to review before anything reaches the merchant.
CentrexDocuSignMailchimp
Automated MCA Overdue Payment Chasing
Every morning, WebRun finds advances in Centrex with missed ACH pulls, drafts a polite outreach message for each merchant, and queues them for your team to review and send before the day begins.
CentrexGmailSlack
Automated MCA Merchant Onboarding Kickoff
When a new advance is funded in Centrex, WebRun kicks off the onboarding sequence: it creates the merchant record, prepares the welcome packet and ACH authorisation for signature, schedules the first account check-in, and drafts the welcome email for your team to send.
CentrexDocuSignGoogle Calendar+1
Automated MCA Maturity and Rollover Reminders
Every Monday, WebRun scans your Centrex portfolio for advances approaching their projected maturity date, prepares a rollover or closeout checklist for each, and posts a reminder to your account management team in Slack so no mature advance sits unactioned.
CentrexGoogle CalendarSlack
Automated MCA ISO Broker Submission Updates
Every afternoon, WebRun pulls the latest status for each open ISO submission in Centrex, drafts a personalised status update for every broker, and queues the updates for your team to review and send so brokers stay informed without chasing you.
CentrexGmailTelegram
Automated MCA Document Collection Chasing
Every morning, WebRun checks Centrex for open applications with outstanding documents, drafts a chaser for each applicant, and posts a stale-file list to your team so nothing sits waiting for bank statements or ID all week.
CentrexTwilioGoogle Sheets
Automated MCA Default Risk Worklist
Every morning, WebRun scores your active MCA portfolio in Centrex against your default-risk criteria, builds a prioritised worklist of at-risk advances, and posts it to Slack so your risk team can intervene before a delinquency escalates.
CentrexSlackGoogle Sheets
Automated MCA Data Entry From Broker Emails
When a broker sends a merchant submission by email, WebRun reads the key deal details, creates or updates the application record in Centrex, and posts a confirmation to Slack so your team knows a new file has landed without touching a keyboard.
GmailCentrexSlack
Automated MCA Application Routing to Underwriters
When a new application is submitted in Centrex, WebRun reviews the deal profile, selects the right underwriter based on your routing rules, and posts a structured intake summary to your underwriting Slack channel so the right person can pick it up immediately.
CentrexSlackGoogle Sheets
Automated MCA Application Pipeline Digest
Every afternoon, WebRun opens Centrex, counts applications in each stage of your origination pipeline, flags stalled files, and posts a concise pipeline digest to Slack so your origination team always knows where the day stands.
CentrexSlack
Automated MCA ACH Remittance Reconciliation
Every morning, WebRun pulls ACH settlement data from Centrex, matches each remittance to its advance, flags mismatches, and posts a clean reconciliation digest to Slack so your team starts the day knowing exactly what cleared.
CentrexGoogle SheetsSlack

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