Our team is here to answer any questions you may have about factoring and our expert approach. Below, you’ll find helpful resources about our firm and its factoring services.
These guidelines will help you better understand the characteristics of our most successful deals.
As part of our onboarding for brokers, we request that you send a Form W-9 to your contact in our firm.
Broker’s Agreement (Sample)
A custom agreement will be provided to you, but you can view a sample agreement here.
Non-disclosure Agreement (NDA)
We are dedicated to the highest level of confidentiality and are aware that your client’s personal and business information must remain secure. We are able to work with you and your clients to put together a mutual non-disclosure agreement prior to the commencement of any conversations. To request a non-disclosure agreement, please email our National Sales Manager, Mark Mandula, at firstname.lastname@example.org
What is factoring?
If you’re new to factoring as an alternative finance solution, it can seem confusing. Click here to learn more about factoring and how we can help get rid of gaps in a company’s cash flow cycle.
Infographic: how does factoring work?
This useful infographic explains the cycle of factoring and how we craft a financial solution that works with a business’ natural cash flow cycle.
Learn Our Expert Approach
What to Expect When Applying
Our approval process
Onboarding is a multi-step process that helps our firm form the most efficient factoring relationship for its clients. The approval process provides a thorough overview of what an applicant can expect after they submit an application before its first funding.
Once a proposal is issued to an applicant, we request the following documents in this documentation request.
Understanding our proposals (calculator)
With a proposal (also called an Expression of Interest letter) in hand, prospects can use this resource to understand the best estimate of actual dollars that factoring can provide. We also include a list of terms that are used in our documents.
Applying for our Services
Our secure, online application
If your prospect is ready to apply, please use this link to our secure online application. Please advise your prospect to put your name under the ‘Where did you hear about us?’ question: https://www.ucfunding.com/application
Credit Authorization Form
If your prospect’s company has more than one owner that holds 20% or more ownership of the company, our team performs due diligence on the owner. The following credit authorization form allows our team to run the necessary reports to complete this due diligence. Please keep in mind that this form is typically always sent by our team to the applicant.