Your agents stop calling the office asking where their money is.
The problem today
Factoring companies use FactorFox, WinFactor, FactorSoft, or FactorCloud to manage their portfolios. Someone exports a CSV, pastes it into Google Sheets, applies hardcoded rate tables, and emails spreadsheet attachments to agents days later. Velocity eliminates the spreadsheet — the parser maps the fields, applies the commission hierarchy, and every agent in the tree instantly sees their updated numbers.
Everything your spreadsheet was hiding
Real-Time Revenue
The Big Three — Already Paid, Not Paid, Total — recalculated live the moment a settlement lands.
Settlement Disbursement
See exactly how a debtor's lump-sum payment splits across factor fee, reserve release, and agent commission.
Commission Hierarchy
Master agent, agent, sub-agent. Velocity walks the tree and pays the right slice to the right person.
Numbers That Tie Out
Every settlement reconciles to its splits, every commission to its attribution — and Velocity flags drift the moment it appears. The self-check a spreadsheet can't run on itself.
Retire the spreadsheet
The spreadsheet: Export a CSV, paste into Google Sheets
Velocity: Syncs WinFactor / imports FactorFox automatically
The spreadsheet: Hardcoded rate tables that drift
Velocity: Applies your commission hierarchy on every settlement
The spreadsheet: Emailed attachments, days late
Velocity: Every agent sees their own numbers update live
The spreadsheet: No way to know if the numbers tie out
Velocity: Reconciliation flags drift instead of hiding it
The spreadsheet: Agents call the office asking where their money is
Velocity: Record a payout run in one click
04 · Definition
What is a factoring agent portal?
A factoring agent portal is an online platform where a factoring company and its agents track settlements, commissions, and disbursements in real time — instead of exported spreadsheets emailed days later. Velocity is that portal: it connects to your factoring software, applies your commission hierarchy, and gives every agent a live view of their own numbers.
Works with WinFactor (live sync) and FactorFox (CSV import)
Frequently asked questions
How Velocity fits a factoring operation — sources, commissions, payouts, and data isolation.
What is a factoring agent portal?
A factoring agent portal is an online platform where a factoring company and its agents track settlements, commissions, and disbursements in real time — instead of exported spreadsheets emailed days later. Velocity is a factoring agent portal that syncs your factoring software and shows every agent their own live numbers.
Does Velocity work with WinFactor and FactorFox?
Yes. Velocity syncs WinFactor over its live API and imports FactorFox exports. It maps the fields into one model, applies your commission rates, and updates every agent the moment new settlements land.
How does Velocity calculate agent commissions?
Velocity derives a commission attribution for each settled invoice from your rate structure — the agent’s rate or a per-client override — and walks the master-agent, agent, and sub-agent hierarchy so each person earns the right slice. Every commission reconciles back to its settlement.
Can each agent see only their own commissions?
Yes. Every agent gets a scoped, real-time view of just their settlements, commissions, and payments. Admins see the whole organization, and data is isolated per organization.
How do payouts work?
When it’s time to pay, record a payout run that marks an agent’s commissions paid in bulk — no marking invoices one at a time. Paid, processing, and outstanding totals update live.
Is our financial data secure?
Velocity is multi-tenant with row-level data isolation, an immutable audit log of every change, encryption in transit and at rest, and required two-factor authentication for admins.
Stop emailing spreadsheets.
Sync WinFactor or paste a FactorFox export, and every agent in the tree sees their settlements, commissions, and payouts update live.
Multi-tenant · Row-level isolation · Immutable audit log