Broker Resources

Reverse Factoring and Supply Chain Finance

14:17 14 August in Blog, Broker Resources by Capstone

Businesses, large and small, will face cash flow problems at one point or another within their supply chains. Sufficient financing options for these businesses are increasingly difficult to come by as supply chains continue to become increasingly complex and evolve in the wake of tighter...

Understanding Client Due Diligence

11:56 10 January in Blog, Broker Resources by Capstone

A key component of being a successful financial broker or independent sales office (“ISO”) is understanding the process that prospective clients go through once you identify and refer a client to a factoring company.  The process, known as due diligence, is key in qualifying a client...

The Impact of Fintech on Financial Brokers

17:03 12 December in Blog, Broker Resources by Capstone

If you are a financial broker or ISO, fintech has undoubtedly shaped your brokerage’s business practices as more financial service providers incorporate new technologies to alter how they interact with clients as well as originate and fund transactions. In this article, we’ll discuss what fintech is,...

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