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Factoring Loans – A Brief

Factoring of receivables is an arrangement whereby a company sells its accounts receivables to another company (banks and other institutions) that specializes in buying them and obtains the necessary financial accommodation.  It is the most popular method of short-term financing in the US. 

Factoring offers the following advantages: relief to manufacturers and sellers from the bother of collection of book debts, saving in time and man-power required for debt collection, and last but not the least, adequate and better source of financing. 

The factoring institutions render the following functions: Credit recording- that involves maintenance of debtor’s ledgers, collection schedules etc.  Secondly, there is Credit administration that includes the collection of debts.  Thirdly, there is credit financing, whereby the factor advances money against receivables.  Finally, there is finance and business information wherein advices are given to customers on current trends and challenges. 

Commercial paper is an important money market instrument, which is in the form of unsecured promissory notes issued by firms to raise short-term funds.  Certain conditions are to be satisfied before the issue of commercial paper.  Permission should also be obtained from the credit rating agencies.  Commercial papers are issued for a period ranging from 3 months to 6 months.  Commercial paper offers alternative source of raising short-term finance, helpful in times of tight bank credit and is a cheaper source of finance. 

Term loans are those loans that are extended for a specific period ranging from 1 to 15 years.  Medium term loans are extended for a period of 5 years and long-term loans are granted for a period of 15 years.  Term loans are granted for establishment, renovation, expansion and modernization of industrial units as well as meeting the requirements of core working capital and for repayment of bonds and preference shares.  Term loans are usually secured.  They have either a fixed or a floating charge against the assets of the company.  They are granted on the basis of a formal agreement, which contains the terms, and a condition of providing loans. 

Factoring is a way to increase your cash flow without going into debt.  A Factoring Company will purchase your accounts receivable (invoices) as soon as 24 hours after you invoice; this creates immediate cash flow for your company. 

Factoring Companies are usually more flexible than traditional lenders regarding requirements needed to qualify for funding.  Since Factoring Companies collect directly from your customer they are more interested in the customer’s credit history than yours, and are often willing to fund new companies. 

Factoring Loans vs. Bank Loans

Is factoring a type of loan?

No. Even though invoice factoring is commonly referred to as “factoring loans”, it is a financial practice involving a B2B transaction, but no bank. 

To further explain, account factoring, it is when a company, purchases your accounts receivable invoices at a discount and provides you with immediate cash.  A traditional bank loan uses your company’s accounts receivable as collateral, where account receivables factoring looks primarily at the financial soundness of your customers, not your company.  Banks are regulated heavily; large finance companies generally are public and driven by pressures in the financial markets.  When times are tough, banks and finance companies limit lending.  A small business, too new to have a track record, with a weak balance sheet, with a history of financial problems, in turnaround mode or undergoing big changes, often cannot find a willing lender at any price.  That is why factoring is best for small to mid-sized businesses.

Does a bank loan make more sense for my small business than invoice factoring?

No. Banks often have restrictive lending requirements relating to cash flow, profitability, equity, and years in business, which prohibit them from making loans to small to mid-sized businesses.  Since factoring companies are not in the lending business and there is really no such thing as “factoring loans”, the decision to purchase invoices is influenced primarily by the quality of your customer base and their financial stability, and not the financial fundamentals of your company.



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