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15-Day Money-Back Guarantee · Rated 4.8 on G2 · 4.9 on Salesforce AppExchange

CS Lend

Your best next deal is already in your portfolio.

You've underwritten them once, serviced them for months, and watched them pay. Renewals are the highest-information lending you'll ever do — treat them like it.

Portfolio analyticsReal-time

Principal

$48.2M

Active

1,204

On-time

97.3%

The problem

The book you already funded is your sharpest lead list — and the easiest to ignore while chasing new applications. Every renewal you don't surface is a performing merchant a competitor gets to underwrite blind.

How it works

Built for the way you actually operate.

1

Eligibility, tracked

Renewal eligibility and thresholds monitored per agreement — paid-in progress visible where the renewal decision gets made.

2

Offers with memory

Renewal opportunities and offers reference the prior agreement directly — terms, performance, and history in the file, not in someone's recollection.

3

Follow-up that happens

Renewal follow-up workflows keep the pipeline warm without depending on a rep's calendar reminder.

Questions, answered.

It tracks eligibility against your thresholds and puts the progress in front of your team — the outreach decision stays yours.

See it running on your deals.