Small and medium-sized businesses will often face cash flow and working capital problems at one point or another. For financial brokers or ISOs looking to help clients manage these issues, there is no one size fits all approach. The right type of business funding will depend on several factors, such as why the funding is …
Commercial Funding Through PO Financing and Invoice Factoring Read More »
The global factoring market is a trillion-dollar industry critical in providing businesses with alternative financial solutions. With entrepreneurship becoming increasingly popular and people wanting to be their own boss, many professionals find the opportunity for a career and success by becoming a broker within this industry. Whether you are a budding entrepreneur, looking for a …
The factoring industry has undergone radical changes, and a growing number of concerns exist which overshadow the outlook for the factoring market in the second half of 2022 and 2023. Despite these concerns, there are opportunities that factoring brokers and independent sales offices (ISOs) can capitalize on to grow their business pipeline and meet …
Factor brokers and independent sales organizations (ISOs), did you know your clients with outstanding Small Business Administration (SBA) loans can still qualify for funding with a factoring company? Don’t let a SBA loan prevent you from pursuing invoice factoring and PO financing opportunities with clients that need to increase their working capital funding. In this …
Business Funding Available to Companies with Current SBA Loans Read More »
Do you feel like you’re working as hard as ever but not accomplishing what needs to be done to be successful as a factor consultant or independent sales organization (“ISO”)? Take a minute to do a quick assessment of how your business is doing. Is your client list growing? Is your volume increasing? Are you …
Tools to Increase Productivity and Profits for Factor Consultants and ISOs Read More »
A growing number of business leaders and economists have warned that the U.S. is headed for an economic slowdown or possibly even worse, a recession. Are your clients prepared? Surging inflation is driven by a tsunami of fiscal stimulus from Federal and state governments, and supply-chain constraints resulting from pandemic restrictions have made it necessary …
Funding Strategies For Businesses To Weather a Recession Read More »
The key to being a successful factoring broker is to identify and develop leads that have a high likelihood of being approved by the factor company you work with. The flip-side of this is that successful factoring brokers avoid leads that are marginal and have potential issues which may result in their application being denied. …
Recognizing Potential Transaction Red Flags in Factoring Read More »
A factor company’s underwriting process evaluates new clients for factoring programs and takes into consideration the financial strength of the prospective client’s customer base. The financial strength of the client’s customer, or account debtor in factoring terminology, is a good indicator of the likelihood that the account debtor will pay the client’s invoices within the …
Understanding Account Debtor Evaluation Criteria Read More »
At Capstone, we work closely with our financial brokers to make sure the deal submission process goes as smoothly as possible. We want you to close more deals and build a book of business that will earn residual commissions for many years to come. Getting started is easy. Here are the steps to follow in …
As a broker in the factoring industry, you know that business development takes a lot of time and effort. So, when you find a potential client, you want to be sure you are prepared. It will save you and your client a lot of time and help to avoid mistakes that may result in lost …
7 Common Mistakes Factoring Brokers Should Avoid Read More »
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