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How to Quickly Qualify a New Client for Factoring

You’ve generated a lead for business finance from a mailing or referral.  Now what?  Fortunately, factoring is one of the accepted methods of finance worldwide and if you, as the broker, simply follow a few […]

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A Lender’s View of Today’s California

My jaunt to Napa for the International Factoring Association conference reminded me of a few things. 1. Napa, like much of California, is gorgeous. 2. For the most part, people are laid back and friendly. 3. […]

Factoring Broker Using the Uniform Commercial Code
Consultant Product Training

The Uniform Commercial Code: What Every Broker Should Know

Although the factor’s purchase of the invoices through payment and assignment provides rights to collection, there exists another problem.  What is to prevent a business owner from securing a loan from a bank or traditional […]

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Know Your Product: A Brief History of Factoring

As a factoring broker, the better you understand your product, the higher the value of your “personal stock”.  Commercial Finance Consultants have value because they are experts in their particular field.  It is easily understood […]