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How to Pick the Right Factoring Partner: 5 Questions to Ask Before You Sign post image
Factoring

How to Pick the Right Factoring Partner: 5 Questions to Ask Before You Sign

August 28, 2025

If your business is exploring invoice factoring to improve cash flow, choosing the right partner is just as important as choosing the right funding product. The wrong fit can lead to higher costs, slow service, and headaches you don’t need especially when time and money are tight. 

Here are five key questions to ask before you commit to a factoring agreement. 

 

  1. What Are Your All-In Costs?

Factoring fees can vary widely, and not all costs are obvious at first glance. Ask your potential partner to walk you through: 

  • Their factoring rate structure (What is the discount rate or factoring fee? 
  • Are there additional fees? 
  • Setup Fees 
  • Monthly Minimums 
  • Wire/ACH fees 
  • Credit check fees 
  • Termination fees 
  • Any minimum volume requirements 
  •  Are there penalties for early or late repayments? 
  • Can you choose which invoices to factor? 
  • What are their Advance Rate and Reserve Polices?  

💡 Tip: Don’t just compare rates, compare the full cost for your specific funding needs. 

  1. How Fast Will I Get Funded?

When cash flow is tight, speed matters. Some factoring companies take days to process invoices, while others can provide funds within 24 hours.
Ask about their average turnaround time, and whether they offer same-day funding for urgent situations. 

 

  1. Will I Have a Dedicated Account Manager?

Factoring is a transaction with an ongoing relationship. A dedicated account manager ensures you have someone who understands your business, can troubleshoot quickly, and keeps your funding running smoothly. 

 

  1. What Industries Do You Specialize In?

Experience matters. A factoring partner familiar with your industry can: 

  • Understand common payment terms in your sector 
  • Better evaluate your customers’ creditworthiness 
  • Anticipate seasonal or market-related cash flow challenges 

 

  1. How Do You Handle Customer Communication?

Factoring companies often interact directly with your customers to confirm invoices and payment details. Make sure their approach aligns with your brand’s tone and professionalism because their communication reflects on your business. 

 

Bottom Line 

Choosing the right factoring partner means looking beyond the headline rate. By asking the right questions, you’ll find a partner who not only funds your invoices but also supports your long-term growth. 

At Primary Funding, we believe transparency, speed, and service make all the difference. If you’re ready to explore factoring with a trusted partner, we’re here to answer every question on your list. 

📘 Learn more: primaryfunding.com/blog 

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