Draft renewal offers for merchants approaching payoff
Every Monday, WebRun opens Centrex, finds active advances where the remaining balance is below your renewal threshold, drafts a personalised renewal offer using the merchant's current advance terms, prepares a DocuSign envelope for the offer document, and posts a Slack list of queued renewals for your team to review before anything is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 - find advances near payoff threshold
centrexsoftware.com How to Automate Centrex
WebRun opens Centrex to find advances near payoff threshold. - Open Centrex and filter active advances to those with a remaining balance at or below your renewal threshold (for example, 20% of original advance)
- Capture merchant name, original advance amount, factor rate, remaining balance, and contact email
- Exclude merchants with active delinquency flags or default status
Done when Every qualifying near-payoff advance is listed with its merchant details and current terms.
-
2
DocuSign - prepare renewal offer envelope for review
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare renewal offer envelope for review. - Prepare a renewal offer envelope for each qualifying merchant using your standard renewal template
- Populate the envelope with the merchant's name, proposed new advance amount, and draft terms
- Save each envelope as a draft in DocuSign, not sent, for team review and adjustment
Done when A DocuSign draft envelope exists for every qualifying renewal, ready for team sign-off before sending.
-
3
Slack - post renewal queue for team approval
slack.com How to Automate Slack
WebRun opens Slack to post renewal queue for team approval. - Post a renewal queue to your sales channel listing each merchant, their remaining balance, and a link to their DocuSign draft
- Highlight any merchant with a strong payment history as high-priority
- Include the proposed new advance amount in each line item
Done when Your sales team has this week's renewal queue in Slack with links to each draft offer.
How do I automatically prepare renewal offers for merchants near MCA payoff?
WebRun scans Centrex every Monday for advances near their payoff balance, prepares a personalised renewal offer envelope in DocuSign for each qualifying merchant, and posts the full queue to Slack for team review. No offer reaches a merchant until your team approves and sends it.
- Renewal opportunities are identified and drafted every Monday without manual prospecting
- Merchants with strong payment history are flagged as high-priority in the queue
- No offer goes out without a team member reviewing and approving it first
Built for MCA funders · MCA sales teams · advance renewal managers · business lending brokers
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 renewal offers to merchants without my approval?
No. Every renewal offer is saved as a DocuSign draft and listed in Slack for your team to review. Nothing is sent to a merchant until a team member approves and triggers the envelope.
How does it set the renewal advance amount?
It uses the merchant's original advance amount and payment history from Centrex as a starting point. Your team reviews and adjusts the proposed amount in DocuSign before sending.
What if a merchant already requested a renewal this week?
Any advance already in a renewal or pending status in Centrex is excluded from the queue automatically, so you will not send duplicate offers.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.