Funders
Requires. Administration Page; Funders with Create, Modify, or Delete for changes.
A funder is a financing partner who buys the rights to a customer's recurring contract up-front in exchange for a portion of the future revenue. SecurityTrax tracks every funder your company works with, the submission settings for each, and the catalog of reasons funders use when they adjust a payout (holdbacks, chargebacks, disputes).
Getting here
- From Admin → Catalogs, click Funders.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/funders.
Funders list
Shows every funder with its status, contact info, and a link to the Funder Reasons sub-catalog. Click to edit.
Funder edit form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | 1–255 chars, unique | Displayed throughout SecurityTrax. |
| Status | Yes | Select | Active / Inactive | Inactive funders drop out of pickers on new customers. |
| Contact email | Optional | Text | Valid email | Where submissions and questions go. |
| Submission format | Optional | Select | One of the formats SecurityTrax supports (CSV, XML, API) | Drives the export format when you send contracts to the funder. |
| Default payout terms | Optional | Text | — | Internal reference to the agreement terms. |
| Minimum/maximum credit score | Optional | Number range | 0–850 | Helps SecurityTrax filter eligible customers when choosing a funder. |
Funder Reasons
From Admin → Catalogs → Funders → Reasons, manage the reason codes that accompany Funding Entries. Each reason is just a name plus an active flag, but consistent reasons make funding reports useful.
Related
- Funding Entries — the log of actual payouts from these funders.
- Customer Funding — a specific customer's funding history.