Understanding Client Due Diligence

11:56 10 January in Blog, Broker Resources

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

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,...

Strategies to Get Customers/Clients to Pay Invoices Faster

14:17 14 November in Blog

Do you want to improve your invoice collection process and get paid quicker? Small and medium-sized businesses depend on prompt payment from their customers/clients to support their working capital and cash flow needs.  They oftentimes lack the proper tools to effectively manage their accounts receivable...

How Financial Brokers And ISOs Can Help Their Clients Recover From Natural Disasters

11:59 04 November in Blog, Broker Resources

In the aftermath of major earthquakes, hurricanes, and wildfires, the recovery process generally requires a well-coordinated response and partnership between insurers, governmental agencies, aid organizations, financial institutions, service providers, and businesses to help the people and businesses affected rebuild their homes, businesses, and lives.  The...

SBA Loan Forgiveness for PPP and EIDLs through 2027

10:08 19 September in Blog

Many small and medium-sized companies took advantage of federal loan programs to help them survive the economic disruptions caused by the COVID-19 pandemic. If your company obtained a Paycheck Protection Program (PPP) loan or an Economic Injury Disaster Loan (EIDL) directly from the Small Business...

How to Become a Factoring Broker or ISO

02:52 12 September in Blog, Broker Resources

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...

Economic Recession Looming? How to Prepare Your Business

15:05 29 August in Blog

Economic Recession Looming? How to Prepare Your Business In the past two years, the U.S. has experienced upheaval from the COVID-19 pandemic, an economic recession with unemployment levels not seen since the Great Depression, massive fiscal stimulus packages, the worst inflation in four decades, a rapid...

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