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Deal and payment tracking for lenders and factoring companies
A lender or factor can have the application, the advance, the collections, and the investor share in different files. An investor asks for a balance. The team can produce it after a night of spreadsheets, for a portfolio that has already moved.
MFGMAX Financing keeps the application, the documents, and the decision with the deal. Cash advances, loans, factoring, and discounts are followed through the open balance. You can see what has been advanced, collected, reserved, and still outstanding.
Each investor can see their share from the deals already recorded. Your accountant still closes the books. This is the deal history, not an audit opinion.
What stays on one record
- Keep the application, the documents, and the decision with the deal
- Follow cash advances, loans, factoring, and discounts through the open balance
- See what has been advanced, collected, reserved, and still outstanding
- Show each investor their share from the deals already recorded
How a deal runs in MFGMAX
1. Keep underwriting on the deal
The application, the documents, and the decision stay with the deal. A deal waiting on underwriting is visible as that, not as a folder someone has at home.
2. Follow the advance or loan
Cash advances, loans, factoring, and discounts move through the open balance on the deal.
3. See collections against what was advanced
What has been advanced, collected, reserved, and still outstanding is on the deal, so a slow payback is not a surprise at the next investor call.
4. Show the investor share
Each investor’s share comes from the deals already recorded, not from a workbook rebuilt for the meeting.
5. Leave the close to the accountant
Your accountant still closes the books. MFGMAX is the deal history, not an audit opinion.
A normal week
A deal is stuck in underwriting. The file is complete in one person’s inbox. The pipeline report still says it is new.
Collections are behind the expected payback. The open balance is a sum of three sheets. The reserve is in a fourth.
An investor asks which deals they are in and what has been collected. The answer takes a night. The portfolio moved while the spreadsheet was being built.
MFGMAX keeps underwriting, the advance or loan, collections, and the investor share on the deal.
Who it is for
- Cash advance companies
- Business lenders
- Factoring companies
- Invoice finance firms
- Private credit funds
- Investor-backed finance companies
Questions owners ask
- Which deals are waiting on underwriting?
- What is the open balance on active advances?
- Which investors are participating in this deal?
- Where are collections behind the expected payback?
The copilot answers from your own records. How the AI copilot works.
Integrations
MFGMAX holds the batch or job, the lots or materials, and the actual cost. Accounting can stay in QuickBooks, or in another system you already close. Inventory, quality, shipping, payroll, and other plant software can connect the same way. What moves, and when, is shown before you commit. Your accountant still closes the books.
See the systems that can connect
Questions
What stays on one deal in MFGMAX Financing?
Underwriting, the advance or loan, collections, and the investor share stay on the deal. On that same record: Keep the application, the documents, and the decision with the deal Follow cash advances, loans, factoring, and discounts through the open balance See what has been advanced, collected, reserved, and still outstanding Show each investor their share from the deals already recorded The point is that sales, the floor, and finance are not each keeping a private copy.
When does the cost become visible?
The cost is on the open deal, not in a report after the shipment or the invoice. Show each investor their share from the deals already recorded If the number shows up only at close, the price and the schedule have already moved on.
Do we have to leave QuickBooks?
MFGMAX holds the batch or job, the lots or materials, and the actual cost. Accounting can stay in QuickBooks, or in another system you already close. Inventory, quality, shipping, payroll, and other plant software can connect the same way. What moves, and when, is shown before you commit. Your accountant still closes the books.
What can the AI copilot answer?
The copilot answers from the records already in MFGMAX, not from a general guess. Owners ask things like: Which deals are waiting on underwriting? What is the open balance on active advances? Which investors are participating in this deal? Where are collections behind the expected payback? If the record was never written, the copilot cannot invent it.
What does MFGMAX not replace?
Your accountant still closes the books. This is the deal history, not an audit opinion.
How does an evaluation start?
Bring one open deal. We walk through it in MFGMAX and show what the record would look like. The start is one process, not every screen at once. QuickBooks stays. Integrations are shown before you commit.