Our Process

Signing up and starting to Factor with OFS is quick and easy. (Customer Setup can be done as quickly as 48 hours). Our Account Management team is always available and eager to get you funded as quickly as possible.

Your Account Manager (not a Sales Representative) will speak with you in detail about your business, learn about your needs and give you a full detailed explanation of what to expect from our services. After filling out our application, upon approval your Account Manager will then prepare your Account Purchase Agreement for your review and send over with Docusign. Once we receive your signed Agreement, we will gather the other necessary business documentation and we will help prepare your first invoices for funding.

Our Account manager will be there every step of the way and be available to assist with any questions you may have throughout the process of getting set up, as well as the entirety of our business relationship. We will work with your business to really understand the intricacies of both you and your customers’ needs, and do whatever we can to make sure your receivables are well managed and both you and your customers are receiving what they need to keep the Cash Flows positive.