OperFi Factor Portal

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OperFi Factor Portal

OperFi admin

Choose a factor to view

You will see exactly what that factor sees. Every view is logged.

OperFi admin — viewing as
OperFi Factor Portal

Payment status

Outstanding invoices

Payment status

Payment history

Payment status

Remittances

OperFi client directory

Broker network

All active OperFi broker clients. Linked = you have factored carriers with this broker. Outstanding and last payment reflect your own scoped activity only.

Company Profile

This is what OperFi has on file for your company. It is read-only here. To correct anything — an address, a phone number, a remittance email, or your banking details — contact your OperFi representative directly. We verify changes by phone before making them.
Impersonation view. A factor member sees company info only; a factor admin also sees banking. The factor status and invite controls below are visible to OperFi only and are never sent to the factor.

Company

Address
Phone
Website

Contacts on file

General email
Credit / NOA email
Remittance email

Banking & payments

Payment type
Bank name
Name on account
Routing number
Account number

OperFi internal

Factor status
CRM ID

NameEmailRoleLast sign-inStatus