Client Portal

Give Your Clients a View They Actually Want to Use

The FactorCloud client portal is a mirror of your back office -- same data, same status, their screen. Clients stop calling to ask questions because they already have the answers.

Mirror-View Interface

What Your AEs See, Your Clients See.

Same data, same status. Your clients have real-time visibility into every invoice -- funded, pending, under review. No more "what's the status of my invoice" calls. The portal answers before they ask.

Acme Carriers Portal acme@acmecarriers.com

DEBTOR AMOUNT DATE STATUS

Apex Logistics$84,200Mar 18Funded

Gulf Coast$56,800Mar 19Funded

Meridian Trans.$47,200Mar 20Pending

Summit Freight$22,400Mar 21Review

Document Upload

📎

Drop invoices here

PDF, JPG, PNG accepted

Recently Uploaded

📄INV-20482-apex.pdfIn Workflow

📄INV-20481-gulf.pdfProcessed

📄INV-20480-meridian.pdfFunded

Document Upload

Clients Upload Directly Into the Workflow.

No emails, no attachments to chase. Clients drop invoices into the portal and they flow directly into BrightBolt for processing. Your team gets the documents. They get confirmation. Nobody has to follow up.

Funding Tracker

Every Client Knows Where Their Funding Stands.

Real-time funding status. Advance amounts, reserve balances, pending payouts -- all visible the moment your back office updates. Clients get clarity. Your AEs get their time back.

Funding Summary

$247KAdvances This Week

$18.4KReserve Balance

Recent Activity

💰

Advance sent · Apex Logistics

ACH · Mar 21, 9:42 AM

$78,306

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Advance sent · Gulf Coast

ACH · Mar 20, 2:18 PM

$52,824

80%

fewer inbound status requests for teams that deploy the client portal. Your AEs spend time doing real work.

Your clients are ready for a better experience.

The portal goes live in days. See it in a demo.

Get a Demo