Automated MCA Maturity and Rollover Reminders
Every Monday, WebRun opens Centrex and identifies advances projected to reach full repayment within the next 30 days, creates a Google Calendar reminder for the assigned account manager, and posts a maturity worklist to Slack so your team can proactively discuss renewal or closeout with the merchant before the advance matures.
How do I automatically track MCA advances approaching maturity for renewal or closeout?
WebRun scans your Centrex portfolio every Monday for advances projected to mature within 30 days, creates a Google Calendar reminder for each assigned account manager, and posts a prioritised maturity worklist to Slack. Advances due within 14 days are flagged as urgent, giving your team time to discuss renewal or closeout with the merchant.
- No advance matures without the account manager having 30 days of notice
- Urgent advances due within 14 days are flagged for immediate action
- Advances already in renewal are excluded automatically to avoid duplicate follow-up
Built for MCA account managers · advance servicing teams · MCA funders · portfolio managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.centrexsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Centrex - identify advances maturing within 30 days
centrexsoftware.com
WebRun opens Centrex to identify advances maturing within 30 days. - Open Centrex and calculate projected maturity dates for all active advances based on remaining balance and daily remittance rate
- Filter to advances projected to mature within the next 30 days
- Capture merchant name, advance ID, remaining balance, projected maturity date, and assigned account manager
Done when Every advance maturing in the next 30 days is listed with its projected date and account manager.
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2
Google Calendar - create maturity reminder for account manager
calendar.google.com
WebRun opens Google Calendar to create maturity reminder for account manager. - Create a maturity-check calendar event for the assigned account manager on the projected maturity date minus 14 days
- Include the merchant name, advance ID, remaining balance, and a link to the Centrex record in the event notes
- Set a reminder 24 hours before the event
Done when A Google Calendar event exists for each maturing advance with context and a 24-hour reminder.
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3
Slack - post weekly maturity worklist
slack.com
WebRun opens Slack to post weekly maturity worklist. - Post the week's maturity worklist to your account management Slack channel
- List each maturing advance with merchant name, projected maturity date, remaining balance, and assigned account manager
- Highlight advances maturing within 14 days as urgent
Done when Your account management team has this week's maturity worklist in Slack with urgent items flagged.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact the merchant about maturity automatically?
No. WebRun creates internal calendar reminders and posts a Slack worklist. All merchant conversations about renewal or closeout are initiated by your account managers.
How does it calculate the projected maturity date?
It divides the remaining balance by the daily ACH remittance amount from Centrex to estimate how many business days until full repayment, then converts that to a calendar date.
What if the advance is already being renewed?
Any advance with an active renewal application in Centrex is excluded from the maturity worklist automatically, so account managers are not alerted twice.
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