For Your Industry
From lenders and factors to MCA funders and any business that extends credit, get the data integrations and workflows your industry demands.
See Industry SolutionsThe all-in-one platform for automated underwriting & monitoring
Catch fraudulent clients
at the door.
Monitor the good ones so
they don't become bad.
Stop juggling 10+ systems. ROX unifies 3rd-party data with applicant-provided data, automates applicant workflows, and manages portfolio risk from onboarding through funding, all in one place.
Trusted by leading lenders, factors, and brokers
★ ★ ★ ★ ★
Deals Die in Review
Your competitor approved them yesterday. You're still waiting on reports. Average delay: 3-5 days.
Fraudsters Slip Through
Manual reviews catch obvious red flags. They miss the sophisticated ones. One bad client can cost you millions.
Zero Visibility After Approval
No monitoring. No alerts. No protection. First sign of trouble? A late or missed payment.
THE SOLUTION
A Single Platform for Your Entire KYC/KYB, Onboarding, Underwriting, and Risk Management Workflow
ROX isn't a one-size-fits-all tool. Choose from specific solutions you can customize to fit your industry, your team, and your unique process.
For Your Team
Enable Sales, Underwriting, Risk Management, and Client Success teams to work seamlessly with tools designed for each team's specific job.
See User Solutions
For Your Workflow
Select the platform capabilities, from client onboarding and underwriting to 3rd-party data integration and continuous monitoring, that work for your specific workflow.
Explore All FeaturesHOW IT WORKS
Underwriting & Monitoring, Reimagined
See ROX in 2 Minutes
Instantly pull data from 10+ sources (credit, KYC/KYB, bank data) into one unified credit memo.
Give applicants and brokers a secure, white-labeled portal to submit documents and track status.
Real-time alerts on your entire portfolio or specific clients the moment anything changes.
Your Complete Risk & Underwriting Toolkit
Client & Broker Portals
White-labeled portals let brokers track deal status in real time while applicants submit documents directly into the platform, which also gathers 3rd-party data without relying on email chains.
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3rd Party Data Hub
Pull bank statements, financials, public records, UCCs, trade references, KYC/KYB, bureau data, and more into a single credit file. One hub, every source.
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Continuous Monitoring
Real-time alerts on your entire portfolio. The first sign of trouble shows up in ROX, not in a missed payment.
Learn MoreTESTIMONIAL
Don't just take our word for it.
★ ★ ★ ★ ★
"As a company new to factoring but experienced in underwriting, we needed software that could bring automation, accuracy, and efficiency to our workflow. After evaluating several platforms, ROX stood out as the clear leader. Built by people who understand factoring and backed by a responsive team, ROX has exceeded our expectations in both capability and partnership."
Ready to get started?
Click below to dive in. Or have us walk you through the platform first.