Client Portal

Clients See Exactly
What Your AEs See.

FactorCloud's mirror-view client portal puts your clients in control of their own data — without adding a single task to your team's plate. Operational in days. Cuts back-and-forth by 80%.

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80%
Reduction in client back-and-forth calls and emails
Days
Time to portal go-live — not weeks, not months
0
Additional AE workload to maintain the portal
Mirror-View Interface

One Interface.
Two Perspectives.

The client portal isn't a simplified subset of FactorCloud — it's the same interface your account executives use, scoped to what each client is allowed to see. No training required. If your AEs can use it, so can your clients.

  • Clients see the same UI as internal account executives
  • Scope-controlled access — clients see only their own data
  • Real-time funding schedule visibility
  • Invoice status and payment tracking
  • Debtor balance and limit visibility
  • Reserve balance and fee statement access
Client Portal — Bolton Capital
Available
$184K
Invoices
42
Reserve
$27K
Recent Activity
INV-20480 Funded $84,200
Payment Received $56,800
Reserve Released $4,200
Document Upload

Clients Submit Documents.
Your Team Gets Them Instantly.

The client portal includes a document upload center where clients can submit invoices, proof of delivery, insurance certificates, and any other required documentation — directly into FactorCloud. No email attachments. No chase.

  • Direct document upload from the client portal
  • Supports PDF, images, and common document formats
  • Documents immediately available to account executives
  • Document history and version tracking per client
  • BrightBolt OCR processes uploaded invoices automatically
Document Center
📄
Upload Documents
PDF, JPG, PNG · Max 25MB per file
Recent Uploads
invoice-apex-20480.pdf ✓ Processed
pod-trkr-8847.jpg ⏳ Review
Give Your Clients the Portal They Deserve

Live in Days. 80% Less Back-and-Forth.

See how FactorCloud's client portal works in a live demo. Your clients will thank you.

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