Real-time agent portal for invoice factoring
Your agents stop calling the office
asking where their money is.
Velocity replaces the spreadsheet. Paste a FactorFox export — or sync WinFactor — and every agent in the tree sees their settlements, commissions, and disbursements update live. When it’s time to pay, record the whole payout run in one click.
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.
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.
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)
The spreadsheet
- Export a CSV, paste into Google Sheets
- Hardcoded rate tables that drift
- Emailed attachments, days late
- No way to know if the numbers tie out
- Agents call the office asking where their money is
Velocity
- Syncs WinFactor / imports FactorFox automatically
- Applies your commission hierarchy on every settlement
- Every agent sees their own numbers update live
- Reconciliation flags drift instead of hiding it
- Record a payout run in one click
Frequently asked questions
- 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.