Automated MCA Factor Rate Change Notices
When a factor rate or remittance change is recorded in Centrex, WebRun prepares a plain-language notice email via Mailchimp and a DocuSign amendment envelope with the updated terms, then queues both as drafts for your team to review and approve before anything is sent to the merchant.
How do I automatically draft factor rate change notices for MCA merchants?
When a factor rate or remittance change is recorded in Centrex, WebRun prepares a DocuSign amendment with the updated terms and drafts a plain-language notice email in Mailchimp. Both are queued as drafts for your team to review and approve, so no merchant receives a terms change notice without human sign-off.
- Rate change notices are drafted within minutes of the change being logged in Centrex
- No merchant receives a terms change without a team member reviewing the communication first
- Amendment and notice are ready to send together for a consistent merchant experience
Built for MCA funders · account managers · advance servicing teams · MCA compliance teams
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 - detect factor rate or remittance change
centrexsoftware.com
WebRun opens Centrex to detect factor rate or remittance change. - Detect when a factor rate, remittance amount, or remittance frequency is updated on an active advance record in Centrex
- Capture the merchant name, advance ID, previous terms, new terms, and effective date
- Note the account manager responsible for the merchant
Done when The changed terms and affected merchant details are captured from Centrex.
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2
DocuSign - prepare amendment envelope for review
docusign.com
WebRun opens DocuSign to prepare amendment envelope for review. - Prepare an amendment envelope using your standard terms-change template
- Pre-fill the envelope with the merchant name, advance ID, previous terms, and new terms
- Save the envelope as a DocuSign draft, not sent, for the account manager to review and adjust
Done when A DocuSign amendment draft exists with the updated terms, ready for account manager review.
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3
Mailchimp - draft notice email for team approval
mailchimp.com
WebRun opens Mailchimp to draft notice email for team approval. - Draft a plain-language notice email in Mailchimp explaining the rate or schedule change in merchant-friendly terms
- Include the effective date, previous terms, new terms, and a note that the amendment document will follow
- Save the email as a Mailchimp draft, not sent, for team review before delivery
Done when A Mailchimp draft notice email exists for the merchant, ready for team sign-off.
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 send the notice or amendment to the merchant without my approval?
No. Both the Mailchimp notice and the DocuSign amendment are saved as drafts. A team member reviews, adjusts if needed, and sends each one. Nothing reaches the merchant automatically.
What if the rate change was entered in error?
Because everything is in draft, your team can simply delete the Mailchimp draft and discard the DocuSign envelope before any communication goes out. No rollback is needed.
Can it handle multiple rate changes on the same advance in one day?
Yes. Each change detected in Centrex triggers its own separate draft cycle, so each change has its own reviewed amendment and notice ready to send.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.