Slide Make your factoring
business more personal.
efOnline: a future-proof platform

efOnline:

The personal cockpit

for your factoring customers.

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Free yourself up

On demand, customised, flexible – in an ideal world this is what data exchange should look like between the factor and the customer. efOnline provides you with a web-based tool that puts no additional barriers in anyone’s way and delivers maximum flexibility and efficient interaction. Stop your precious resources being tied down dealing with often lengthy customer telephone or email enquiries, and free yourself up by involving your customers directly in the factoring process.

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Inform

Users get to enjoy a wealth of additional information, which they can access 24×7 even when on the move. A dashboard provides them with real-time insights into selected performance indicators, giving them the right information at the right time – a real win-win for everyone.

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Interact

efOnline provides a user experience that can be critical to success, especially in the factoring business. Your customers are no longer just observers, but become co-pilots with the ability to control key processes themselves. Among the options available to them, they can apply directly for their limit to be raised or choose which invoices are to be financed in each individual case.

Functions

Dashboard Dashboard Your customers will benefit from an easy-to-read dashboard connected directly to ef3 via web services. The individual function tiles can also be customised. Basically, the dashboard’s overall appearance can be adapted to meet your corporate identity guidelines. Auszahlung Payout By clicking the Payout tile your customer can see the amount they are likely to receive. This always keeps users up to date on their factoring activities. Nichtankauf Non-purchase The Non-purchase tile shows the user the reasons for non-purchase. Accordingly, they can then upload invoices directly or request their limit to be increased using efOnline. As the factor, this saves you from having to deal with customer callbacks – saving you precious time and effort. Importe Imports Still missing up-to-date invoices? Not a problem: your customers can upload them themselves as PDFs – they can even enter them manually if they prefer. This way, users take responsibility themselves for invoice handling. Importstatus Import status Your customers get to enjoy a comprehensive overview of all recent import activities thanks to the import status feature. In addition, import reports and any potential error reports are also provided for each operation – both of which the user can download. This is what maximum transparency is all about. Übersicht Limite Limit overview How much of the current financing limit is available? The limit overview provides users with all they need to know about previously financed receivables – concisely and quickly. Dashboard Debitorem Debtor dashboard The dashboard allows your users to manage debtors dynamically and provides them with an overview of all debtors, open items and other key data.

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