XEN Front-End for commercial lenders and factors to accelerate sales and streamline underwriting

Business application dashboard showing application progress, contact details for the prospect, notes related to follow-up calls and document uploads, with navigation menu on the left, and options for printing and settings at the top right.

Free

Sign up in less than a minute to start accepting prospect applications, grow your pipeline, and close more deals.

  • Seamlessly collect all prospect info and documents, with a dedicated portal for prospects to track progress & make updates

  • Reporting and analytics to effectively manage your overall pipeline as well as individual prospects, , incl. full history of application updates/activity

  • To reduce time chasing prospects

  • To never miss a key step and stay aligned across team members

  • Set up your referral partners to have their own unique application links, to streamline the prospect referral experience and track broker commissions

Pro

Leverage XEN’s full capabilities to further save time, reduce costs, and mitigate risk. Everything in Free, plus:

  • Verify financial documents for signs of fraud, extra key data, and automatically analyze financials, all powered by AI

  • View key diligence info through in-app through third-party integrations, including:

    • Judgments

    • Liens

    • Bankruptcies

    • Watchlists

    • ID verification

    • Address verification

    • Live bank account transactions

    Additionally, custom integrations with CRMs, accounting systems, and other tools are available.

  • Automatic elevation of the most important financial and diligence info, so that you spend less time digging for data

  • Custom quote templates for proposals and term sheets, as well as custom legal agreements that can be sent for e-signature

  • Including custom prospect application(s) and checklists, branding, and more

XEN Operate for factors to service clients and manage your portfolio

Financial dashboard display on a computer screen showing report overview, including net funds, collateral, ineligible amounts, a line graph, pie chart of concentration between clients and debtors, and portfolio aging details.

Factoring

Service your clients across the full lifecycle of invoice purchasing, fundings, and collections

  • Manage all of your clients and debtors, including documents, terms, NOAs, and more

  • Seamlessly purchase invoices individually or en masse

  • Easily reconcile debtor payments with invoices purchased across a wide variety of payment types

  • Full suite of in-app and exportable reports to manage your portfolio, clients, and debtors

  • Dedicated portal for clients to upload invoices for purchase, request funds, and view key reporting