Package the Perfect Deal.
Organize the chaos, collect docs faster, and get your submissions to the top of the underwriter's pile.
The Bottleneck:
Brokers live in email hell, chasing applicants for bank statements, PDF applications, and missing driver's licenses. A messy submission gets ignored by lenders, MCAs, and factors.
The ROX Solution:
ROX makes you look like a pro. Use the ROX Broker Portal to collect documents, organize the file, and present a clean, complete package to your credit providers.
ROX gives brokers one link to collect documents, organize the file, and hand lenders, factors, and MCA funders a clean, complete package, so your submissions get read first.
THE DEALS YOU CANNOT PLACE
Get paid on the deals you cannot place
Not every deal fits your lenders. When one does not, ROX lets you pass the packaged file to another provider who can fund it, and you collect a referral fee instead of a dead lead.
WORTH KNOWING
Why your factoring deals never get referred
A clean, instant package changes the math on the smaller deal.
The usual math
MCA brokers earn a large commission up front, so factoring deals rarely get worked, even when factoring is the right fit for the client.
What ROX changes
An instant, lender-ready package makes the smaller factoring deal fast enough to be worth your time, so a good fit no longer goes unplaced.
One Link for Clients
Send one secure link to collect everything you need. No more 50-email threads.
Pipeline Visibility
See exactly which applications are stuck and which are ready to submit.
Lender-Ready Packages
Export clean data and organized files that underwriters love to see.
SEE IT IN ACTION
Collect docs with one link and submit a clean package
60-second walkthrough to be recorded
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PLUGS INTO HOW YOU WORK
Submit to the funders you already work with
Hand a clean, complete package straight to the lenders, factors, and MCA funders in your network, and pass the deals you cannot place to a provider who can.
FAQ
Broker packaging, answered
Send one secure link. Your applicant uploads everything in one place, ROX organizes the file, and you stop chasing bank statements across a 50-email thread.
Yes. ROX shows you which applications are stuck, which are missing documents, and which are ready to submit, so nothing stalls without you knowing.
When a deal does not fit your lenders, ROX lets you pass the packaged file to another provider who can fund it, so you collect a referral fee instead of a dead lead.
A clean, complete, organized package: verified documents and structured data, the kind of submission underwriters read first.
Send a clean package. Get to the top of the pile.
Get started free with three free applications. No credit card required, no long-term commitment.