Tracking Module

Track Everything.
Miss Nothing.

CRM-style client management, debtor intelligence, and vendor relationships — all in one place. FactorCloud's tracking module is your command center for every relationship in your book of business.

Get a Demo See Back-End Reports →
Client Management

Every Client.
Fully Configured.

FactorCloud gives you CRM-style control over every client relationship. Company codes, banking configuration, billing rules, UCC tracking, NOA templates, buy/no-buy lists, funding instructions, and commission structures — all centralized.

  • Company codes and unique client identifiers
  • Banking and billing configuration per client
  • UCC and contract expiration event tracking
  • NOA (Notice of Assignment) template management
  • Buy and no-buy debtor lists per client
  • Funding instructions and disbursement rules
  • Sales rep assignment and commission tracking
Client Profile — Bolton Capital
Company Code BOLT-001
Advance Rate 92%
Discount Rate 2.5%
UCC Expiration Jun 15, 2026
NOA Status On File ✓
Sales Rep J. Williams
Payout Method ACH — Same Day
Debtor Management

Global Debtor Intelligence.
Across Every Client.

Manage debtors at the platform level — not just per client. Global credit limits, white-labeled debtor communications, and cross-client reporting give you full visibility into every debtor relationship across your entire portfolio.

  • Global credit limits applied across all clients
  • White-labeled email communications to debtors
  • Cross-client debtor reporting and exposure tracking
  • Debtor aging and collections pipeline integration
  • NOA verification and dispute management
  • Debtor buy/no-buy flags visible across client accounts
Debtor View — Apex Logistics LLC
Global Limit
$500K
Exposure
$317K
Active Clients
4
Status
Buy ✓
Cross-Client Exposure
Open invoices across 4 client accounts. Global limit tracked in real time across all funding events.
Vendor Management

Broker and Banking
Relationships, Organized.

Track all vendor relationships in one place — broker partnerships, bank relationships, and contract documentation. FactorCloud keeps your vendor network organized and accessible for your entire team.

  • Broker relationship management and contact tracking
  • Bank relationship records with account configuration
  • Contract document storage and version history
  • Commission and fee structures per vendor
  • Vendor status and relationship health tracking
Vendor Directory
First National Bank
Banking Relationship
Active
Atlas Freight Brokers
Broker — 1.5% commission
Active
Midwest Logistics Brokers
Broker — 2.0% commission
Pending
Ready to Get Organized?

Total Visibility Across Your Book

See how FactorCloud gives you CRM-level control over every client, debtor, and vendor in your portfolio.

Get a Demo See Reports →