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Renewals: the deals most brokers leave on the table

Quick answer

A renewal costs nothing to acquire, closes faster because the merchant already knows the product, and underwrites better because the funder has repayment history. Most shops spend heavily on new leads while running renewals informally or not at all — which is backwards, because a renewal book compounds and a lead spend does not.

Alex MakowskiFounder, Infinite BookingsUpdated 2026-08-303 min read

Work out what a funded deal costs you in acquisition, then note that a renewal costs zero. That gap is the entire argument, and most shops still run renewals out of memory.

Why renewals underwrite better

  • The funder has repayment history on this exact merchant, which is better information than any statement analysis.
  • The merchant understands the product, so the conversation skips the education a first advance requires.
  • Documentation is mostly on file, so the submission is faster to assemble.
  • A merchant who repaid on schedule is a materially different risk from an unknown one at identical revenue.
What a renewal saves you
New deal, from a purchased leadCost to originate
Lead spendRep time to contact and qualifyPackaging and placement
RenewalCost to originate
NothingOne conversation and a resubmission

Proportions are illustrative. The point is which bars exist at all — the two largest costs of a new deal simply do not appear on a renewal.

When a merchant becomes renewable

Most funders will look at a renewal once a meaningful share of the existing advance is repaid — commonly somewhere between half and three quarters, though it varies. The practical signal is not a percentage, it is timing: the merchant starts thinking about the next one before the current one clears, not after.

Building a process rather than remembering

  • Record the funded date, the term and the expected clearance date on every deal at the time it funds. Not later.
  • Set an automatic task at roughly 50% of the term for a check-in that is not a pitch — how is it going, how is the remittance sitting against cash flow.
  • Set a second at 70% for the actual renewal conversation.
  • Track which merchants renewed and which did not, and ask the ones who did not why. That answer usually names something fixable.
  • Keep a diary of declines that failed on time in business or a single bad month. Those are renewals that have not happened yet.

What to say

Not "are you ready for more money." A merchant halfway through an advance has a live view of whether the remittance is working, and the useful conversation is about that. Whether the payment is sitting comfortably, what changed since they took it, what is coming up that needs capital. The renewal is the outcome of that conversation rather than its opening line.

Questions brokers ask

Most funders will consider a renewal once a meaningful portion of the existing advance is repaid — commonly between half and three quarters, though it varies by funder. The practical timing matters more than the percentage: the conversation belongs while the advance is still running, not after it clears.

They cost nothing to acquire, close faster because the merchant already understands the product, and underwrite better because the funder has repayment history on that exact merchant. The two largest costs of a new deal — lead spend and rep time to make contact — do not exist on a renewal.

While the current advance is still running, typically around the halfway mark for a check-in and around 70% for the renewal itself. A merchant who clears an advance and hears nothing from you has clean receipts and a phone full of brokers working UCC lists.

Record funded date, term and expected clearance on every deal at the moment it funds, then set automatic tasks at roughly 50% and 70% of the term. Track who renewed and who did not, and ask the ones who did not why — the answer usually names something you can fix.

Yes, and usually more favourably. The funder is looking at actual repayment behaviour on this merchant rather than inferring capacity from statements, and a merchant who has repaid on schedule is a materially different risk from an unknown one at the same revenue.

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