Heritage Factoring · CRM
Closing Documents
Select a lead → auto-fill from LOA, application & calls → Export PDF → DocuSign
Operations Dashboard
Closing Packages
System Settings
1. Select Lead / Client
Select a lead
2. Review & Edit Details
Seller / Client Business
Legal Business Name
Entity Type
Effective Date
Business Address
City
State
TX
Zip
Deal Terms
— from LOA
Facility Amount ($)
Advance Rate (%)
Factoring Fee (%)
Authorized Account Submitters
— from application owners
Signer 1 Name
Signer 1 Title
Signer 2 Name
Signer 2 Title
Signer 3 Name
Signer 3 Title
Notice of Assignment — Debtor Info
— enter manually
Account Debtor Name
Debtor Contact Person
Debtor Address
City
State
ST
Guarantor
— from application primary owner
Guarantor / Member Name
Title
3. Export Documents
Schedule of Accounts Authorization
Heritage Factoring template
Preview
Export PDF
Notice of Assignment
Heritage Factoring template
Preview
Export PDF
Factoring & Security Agreement
Heritage Factoring template
Preview
Export PDF
Member Resolution & Guaranty (LLC)
Heritage Factoring template
Preview
Export PDF