🎉 First THREE APPLICATIONS free 🎉
The ROX Client Portal lets applicants submit everything needed for underwriting and onboarding in one secure place. You get clean data, secure real-time communication and full visibility from first touch to decision.
Every interaction in the ROX portal is two-sided. Applicants get a guided, easy-to-follow experience. Lenders get complete visibility, organized data, and a smoother KYC, underwriting and onboarding process.
Your applicant experience says everything about your operation. The ROX client portal makes yours look buttoned-up and trustworthy from the first interaction.
You can’t underwrite blind. Our client portal keeps the data clean and complete so your team can move faster.
Receiving applications from the Client Portal directly into your ROX platform is surprisingly painless because we removed the nonsense.
Your applicants get a simple, guided task list.
You get a complete, accurate application package.
Smart intake
Applicants complete a structured set of tasks defined by you that can include information on the business, owners and debtors, uploading invoices or connecting to vendor portals, financials, identification documents, legal disclosures, bank connections - all in one flow.
Built-in error prevention
No half-finished submissions. The portal ensures every field, form, and document is where it should be.
Real-time tracking
Applicants can log in anytime to track their application status, which means fewer “just checking in” emails for you.
CRM-like pipeline visibility and workflow
View Applicant details, add notes, communicate directly with applicants, manage client onboarding workflow, and monitor every application without juggling spreadsheets or inbox threads.
Applying for funding shouldn’t feel complicated. The ROX Client Portal guides you through each step with clear instructions, status updates, and smart document requests.
You always know what’s needed, what’s next, and where your application stands. No waiting in the dark or digging through emails.
Know exactly where you stand. No 'just checking in' emails. With the ROX client portal, you can:
Submitting through the ROX client portal is painless because we removed the nonsense:
Fill out your business, debtor, and owner information.
Create your login.
Complete your tasks:
Submit for underwriting; the underwriting team takes it from there.
This online application portal makes applying quick and completely transparent.
Every interaction in the ROX portal is two-sided. Applicants get a guided, easy-to-follow experience. Lenders get complete visibility, organized data, and a smoother KYC, underwriting and onboarding process.
Your applicant experience says everything about your operation. The ROX client portal makes yours look buttoned-up and trustworthy from the first interaction.
You can’t underwrite blind. Our client portal keeps the data clean and complete so your team can move faster.
Receiving applications from the Client Portal directly into your ROX platform is surprisingly painless because we removed the nonsense.
Your applicants get a simple, guided task list.
You get a complete, accurate application package.
Smart intake
Clients complete a structured checklist—business info, invoices, financials, legal disclosures, and bank connections—all in one flow.
Built-in error prevention
No half-finished submissions. The portal ensures every field, form, and document is where it should be.
Real-time tracking
Applicants can log in anytime to track their application status, which means fewer “just checking in” emails for you.
CRM-like pipeline visibility and workflow
View Applicant details, add notes, communicate directly with applicants, manage client onboarding workflow, and monitor every application without juggling spreadsheets or inbox threads.
Applying for funding shouldn’t feel complicated. The ROX Client Portal guides you through each step with clear instructions, status updates, and smart document requests.
You always know what’s needed, what’s next, and where your application stands. No waiting in the dark or digging through emails.
No more wondering where your application stands. With the ROX client portal, you can:
Submitting through the ROX client portal is surprisingly painless because we removed the nonsense:
Fill out your business, debtor, and owner information.
Create your login.
Complete your tasks:
Submit for underwriting; the underwriting team takes it from there.
This online application portal makes applying quick and completely transparent.
Most portals stop at data collection.
The ROX client portal goes further, giving factoring and lending teams a live, searchable record of every applicant, document, and interaction. With built-in intelligence to guide the entire KYC/KYB, underwriting and onboarding process and with ongoing client monitoring you can grow your business while mitigating risk.
You can review submissions, add notes, and track communication history, all in the same system you use to underwrite.
It’s not just a submission form. It’s the backbone of how teams manage relationships and applications from first contact to final decision.
Most portals stop at data collection.
The ROX client portal goes further, giving factoring and lending teams a live, searchable record of every applicant, document, and interaction. With built-in intelligence to guide the entire KYC/KYB, underwriting and onboarding process and with ongoing client monitoring you can grow your business while mitigating risk.
You can review submissions, add notes, and track communication history, all in the same system you use to underwrite.
It’s not just a submission form. It’s the backbone of how teams manage relationships and applications from first contact to final decision.
Start with two free applications and see how much smoother onboarding and underwriting can be.
Start with two free applications and see how much smoother onboarding and underwriting can be.