Inconsistent New Business
Build an additional acquisition channel that continuously identifies businesses seeking receivables liquidity.
Invoice Factoring Origination
Build a Proprietary Pipeline of Factoring Opportunities
Financely builds borrower-origination funnels for factoring companies, receivables finance funds and specialty lenders seeking qualified businesses with financeable B2B receivables.
We translate your factoring criteria into a dedicated acquisition and qualification system. Prospects are targeted around monthly invoice volume, debtor quality, receivable aging, customer concentration, industry, geography, facility size and the other variables that determine whether a factoring opportunity fits your platform.
Build Your Factoring Funnel 01
Your Factoring Box
We build sourcing criteria around the receivables your platform is prepared to finance.
02
B2B Borrowers
Target businesses generating recurring commercial receivables.
03
Preliminary Screening
Basic factoring eligibility is captured before a prospect reaches your team.
04
Repeatable Origination
Build an additional acquisition channel around your factoring mandate.
Factoring Origination
More Leads Do Not Help if the Receivables Do Not Fit
Factoring origination becomes expensive when sales teams spend time reviewing businesses with consumer receivables, excessive dilution, weak debtors, unacceptable concentrations or invoice volumes below the platform's minimum economics. Our funnel is structured around the characteristics of receivables you can actually purchase or finance.
Too Many Unfinanceable Leads
Screen for B2B receivables, invoice volume, debtor quality and other preliminary factoring requirements.
Facilities Below Minimum Size
Configure the funnel around your minimum monthly volume and preferred facility range.
Weak Account Debtors
Capture debtor profile, customer mix and concentration before the opportunity enters underwriting.
Aging and Dilution Problems
Collect information on invoice terms, aging, disputes, credits and contractual offsets earlier in the process.
Industry-Specific Factoring
Build dedicated sourcing around sectors where your underwriting team has established appetite.
Origination Architecture
Your Factoring Criteria Become the Funnel Logic
We start with your underwriting appetite. The acquisition infrastructure is then configured around the businesses, receivables and debtor profiles your platform wants to finance.
01
Define
Map monthly volume, facility size, industries, geography, debtor quality and exclusions.
02
Acquire
Build borrower acquisition channels around companies with recurring accounts receivable needs.
03
Qualify
Capture preliminary receivable, debtor and business information before lender review.
04
Route
Deliver qualified factoring opportunities into the appropriate sales or underwriting pipeline.
$85,000 Setup
What We Build for Your Factoring Platform
The mandate establishes the infrastructure required to attract, capture, screen and route prospective factoring clients around your preferred credit profile.
01
Factoring Credit-Box Mapping
Convert underwriting appetite into practical borrower, receivable and debtor qualification criteria.
02
Borrower Segmentation
Identify the industries, company sizes and working-capital situations most likely to fit the platform.
03
Dedicated Landing Infrastructure
Build factoring-specific acquisition pages around financing use cases and target sectors.
04
Structured Intake
Capture monthly receivable volume, debtor profile, invoice aging, terms and requested facility information.
05
Qualification Logic
Filter clearly off-mandate enquiries before they enter the lender's sales process.
06
CRM & Pipeline Routing
Organize enquiries for lender review and route them according to the agreed factoring criteria.
07
Acquisition Campaigns
Develop targeted origination campaigns around selected sectors and receivables-finance requirements.
08
Origination Reporting
Track enquiry quality, mandate compatibility and pipeline development.
Factoring Criteria
Source Around the Variables That Determine Receivables Eligibility
The funnel can be configured around the exact characteristics that determine whether a prospective client belongs in your factoring pipeline.
Minimum and preferred monthly invoice generation.
Minimum and maximum factoring exposure.
Target customer profile and acceptable account debtors.
Maximum exposure to individual account debtors.
Maximum invoice age and eligible aging buckets.
Net 30, 45, 60, 90 or other acceptable debtor terms.
Credit notes, offsets, returns, disputes and other dilution.
Preferred verticals and excluded sectors.
Eligible borrower and debtor jurisdictions.
Recourse, non-recourse or product-specific parameters.
Disclosed, confidential or notification requirements.
Target economics and advance parameters by receivable type.
Target Verticals
Build Separate Origination Channels Around Your Best Factoring Sectors
The mandate can focus on broad commercial factoring or target specific sectors where your platform has established underwriting expertise.
Staffing and temporary labor
Transportation and freight
Manufacturing
Wholesale distribution
Business services
Government contractors
Construction subcontractors
Oilfield and energy services
Food and beverage distribution
Importers and exporters
Healthcare staffing
Industrial suppliers
Security services
Technology service companies
Logistics providers
Other eligible B2B sectors
Commercial Terms
One Origination Mandate
The $85,000 fee establishes the factoring origination infrastructure around your underwriting criteria and target borrower profile.
Setup Fee
$85,000
Invoice factoring deal-sourcing and origination funnel setup.
Factoring Origination Funnel
Built specifically around the receivables, borrowers, industries and debtor profiles your factoring platform wants to finance.
Mandate mapping
Borrower segmentation
Factoring landing pages
Structured intake
Qualification logic
CRM routing
Acquisition campaigns
Origination reporting
Engagement Process
From Factoring Criteria to Live Borrower Origination
Financely manages the origination infrastructure. Your factoring team retains control over debtor verification, underwriting, advance rates, reserves, pricing, documentation and final funding decisions.
01
Map
Document eligible borrowers, receivables, sectors and facility economics.
02
Build
Establish the acquisition, intake and qualification infrastructure.
03
Launch
Activate campaigns around selected factoring segments.
04
Qualify
Screen prospects against preliminary factoring criteria.
05
Underwrite
Your factoring team independently evaluates and funds selected clients.
Factoring Origination Application
Define Your Factoring Mandate
Complete the information below so we can evaluate the mandate, configure the origination funnel and prepare an engagement letter around your factoring criteria.
Frequently Asked Questions
Invoice Factoring Deal Sourcing
Who is this service for?
The service is designed for factoring companies,
receivables finance funds, specialty lenders and asset-based
lending platforms that want additional qualified factoring
opportunities.
What does the $85,000 fee cover?
The $85,000 setup fee covers development of the factoring
origination infrastructure, including credit-box mapping,
borrower segmentation, landing infrastructure, structured
intake, qualification logic, campaign setup, CRM routing and
origination reporting.
Can the funnel target only specific industries?
Yes. The mandate can focus on sectors such as staffing,
transportation, manufacturing, distribution, government
contracting, business services or other industries your
underwriting team prefers.
Can we set a minimum monthly invoice volume?
Yes. Monthly invoice volume, minimum facility size and other
commercial thresholds can be incorporated directly into the
qualification process.
Can you screen for debtor concentration?
Yes. The intake can collect customer concentration, debtor
profile, invoice terms and other preliminary receivables
information before the opportunity reaches your team.
Can the funnel support recourse and non-recourse factoring?
Yes. Separate qualification criteria can be established for
recourse, non-recourse, invoice discounting, spot factoring
and other eligible receivables-finance products.
Does Financely underwrite or purchase the invoices?
Financely provides origination and preliminary qualification
services. The factoring company retains responsibility for
debtor verification, receivables diligence, underwriting,
pricing, reserves, documentation and funding.
Do you guarantee a certain number of funded factoring clients?
No. Origination services are provided on a best-efforts
basis. Results depend on the factoring mandate, market
conditions, target sectors, borrower quality and the factor's
independent underwriting decisions.
Can we exclude industries or receivable types?
Yes. Hard exclusions can be built into the mandate and intake
process so clearly ineligible opportunities are filtered
earlier.
Why do you need our factoring credit box?
Origination quality depends on knowing which receivables your
platform can finance. Facility size, invoice volume, debtor
quality, concentration, aging, dilution, geography and
industry appetite determine which opportunities should enter
your pipeline.
Build a Factoring Pipeline Around the Receivables You Want to Finance
Define your facility range, monthly invoice volume, debtor requirements, target sectors, eligible geographies and receivables criteria. Financely will use that mandate to build a dedicated origination funnel designed to feed qualified factoring opportunities into your team.
Start the $85,000 Origination MandateFinancely provides business development, deal origination, corporate finance advisory and transaction-support services on a best-efforts basis. Financely does not purchase receivables, make factoring credit decisions or provide funding on behalf of the factoring company. All debtor verification, receivables eligibility analysis, underwriting, pricing, reserves, documentation, approval and funding decisions remain with the applicable factor or lender. The $85,000 fee relates to establishment and implementation of the agreed origination infrastructure. Financely does not guarantee enquiry volume, borrower eligibility, debtor approval, facility approval or transaction completion.