Your data is key.
Understanding it is essential.
FactorView pulls every part of your factoring business into one place, then turns it into the answers you need to run the day.
Your whole book, the moment you log in.
One screen shows where the risk is, where the money is, and what needs attention, before the phone rings.
- Client and debtor concentrations
- Reserve ratios
- Purchase trends
- Open balances by client and debtor
- AR aging
Purchase Trend
Know the number before you need it.
Run a factoring business and you live on data. FactorView keeps the trends and credit history in front of you while the decision is still yours to make.
- Trends in purchases, dilution, and key ratios
- Compare debtor credit history side by side
- Track CSR workload and performance
- Spot risk exposure and possible fraud early
Debtor Concentration
Start at your desk. Finish on the road.
Your team rarely sits still. FactorView follows them to the laptop, tablet, or phone, so the account is always current.
- Pick up any process from any device
- Client and debtor reminders for tailored service
- Coordinate staff wherever they work
Account Activity
The right people in. Everyone else out.
Whether you are granting access inside the company or keeping intruders out, your data stays protected.
- Bank-grade 256-bit encryption, the same your bank uses
- Permissions across 100+ areas of the system, role by role
- Lock accounts the moment something looks wrong
Access Control
Spend less time keying, more time funding.
Send verifications, apply payments, and move documents without the manual grind, so your team spends time where it counts.
- View clients and debtors side by side
- Send and track invoice verifications
- Upload documents to an invoice or a client account
- Bulk-email documents straight from the system
- Client portal for 24/7 self-service
- Auto chargebacks on a set day
- Default fees per client
Open items
No two factors are alike. Neither are their deals.
Set terms the way each client and debtor needs, without losing track of any of it.
- Unlimited rebate schedules
- Unlimited fee types
- Purchase now, set the invoice date later
- Pay clients in full or in part and hold the rest
- Adjust over and short payments to the reserve
- Customize your own dashboard
Client Terms
Tight controls, with a full audit trail.
Set the limits that matter and keep a clean record of every change.
- Purchase limits per client, credit limits per debtor
- Audit cash receipts and track collection efforts
- Edit invoices without losing the audit trail
Audit Trail
Help that knows the page you are on.
Built-in tutorials explain the screen in front of you, and a real person is a call or email away.
- In-app tutorials for the page you are viewing
- Call or email support
- We ship the features customers ask for
Need a hand?
See it on your own screen.
Schedule a demo and explore every feature. No long-term contract required.
Schedule a demo →