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Cync Client Portal

Cync Client Portal

Synchronizing Business for Growth: Transparency for Lenders and Clients

Cync Client Portal is a solution that improves the borrower experience and delivers transparency to all parties involved. Cync’s Client Portal provides a secure environment where borrowers can view real-time account information, run reports, see availability, submit advance requests, upload invoices, add new debtors and more. The Portal visibility parameters are set at the borrower level, allowing for flexibility based on your client’s technical sophistication. We brand the Portal with your company’s look and feel to ensure a seamless transition from your site to ours.

Client Portal Fund Request

Figure 1. Client Portal Fund Request

Lender Benefits

  • Staying connected to your clients anytime, anywhere
  • Improved communication
  • Secured information sharing
  • Time-saving features to let the client to upload invoices & submit requests
  • Branding with your company’s logo, look and feel

Client Benefits

  • Ability to upload or manually enter invoices and submit requests
  • Improved communication
  • Access to reporting
  • Secure environment to access real-time information
  • Cash Receipts entry and reports
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Client Portal E-Signature

Figure 2. Client Portal E-Signature