The renewal goes to whoever calls first. Be first.
Renewals are the cheapest revenue in your business — and the easiest to lose to silence. CS Broker watches the book so nobody has to remember.
The platform tells the team what needs to happen next.
The problem
Every renewal that slips away funded someone else's month. The merchant hit their paid-in threshold three weeks ago; nobody noticed; a competitor's rep called. The book you already built is the best lead list you own — if something is actually watching it.
Built for the way you actually operate.
Thresholds, watched
Paid-in percentage monitored per deal against your renewal eligibility rules; follow-up triggers fire when a merchant crosses the line.
Positions, known
Open position tracking auto-calculates positions and monthly MCA obligations — so the renewal conversation starts from the truth of the merchant's stack.
Opportunities, created
Renewal opportunities generate with the prior deal's context attached; forecasting workflows keep the renewal pipeline visible alongside new business.
Lender intel included
The lender statistics panel shows which lenders convert your renewals — all-time and last 90 days.
Related capabilities
Questions, answered.
It watches, calculates, and surfaces — your reps make the call and the offer. The win is being first, every time.