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Cync Client Portal

The Cync Software Solution for Client Interaction

Why Lenders Choose Cync Client Portal

Cync Software’s Client Portal improves the borrower experience and delivers transparency to all parties involved by providing a secure environment where borrowers can view real-time account information, run reports, see availability, submit advance requests, upload invoices, add new debtors, and more. With the files already uploaded to the Cync Software solution by the client, lenders no longer need to download files locally to process them.

Connect With Clients Anytime, Anywhere

The Cync Client Portal allows lenders to stay connected to their clients anytime, anywhere. Client access improves communication, allowing clients to upload their own files or submit requests within a secure environment, automatically notifying lenders when a document is ready or a request has been submitted.

Simple, Modern, White-Label

The simple, modern Client Portal is branded with your company’s logo, look, and feel, and allows borrowers to upload and store their files to be processed by the lender’s analysts. Clients can upload or manually enter invoices or cash receipts, verify image attachments, and submit requests.

The secure environment also gives clients access to real-time information, giving them the ability to review, print, and export reports.

Schedule a demo today to see Cync Software’s Client Portal features in action by calling 1-855-367-2962 or by e-mailing info@cyncsoftware.com.

Automation & Productivity

Cync Software’s Client Portal works with Cync Asset-Based Lending (ABL) or Cync Factoring to save time, space, and reduce the risk of human error by removing the borrower from the file processing experience. It eliminates the need for multiple communications between the lender and the client to resolve variances, format issues, and the setup of parent accounts.

The highly customizable Client portal allows lenders to set the Client Portal visibility parameters at the borrower level, allowing for flexibility based on their client’s technical sophistication.

By giving clients control over their own documentation, Cync’s Client Portal eliminates the need for clients to submit documents physically or through another form of indirect electronic transmission. Lenders will no longer have to collect the documents to be manually entered into a system for information to be captured, reviewed, and corrected for processing. The need to download files locally is all but eliminated, with lenders only needing to download files for additional work if a variation is found during processing.

Security Features

The Cync Software Application Suite is a SOC2-certified application that is hosted on Amazon Web Services (AWS). AWS is an Infrastructure as a service (IaaS) provider, which is highly available, scalable, and fault tolerant.

View Cync Software Security Information

  • Independently SOC 2 Certified
  • Amazon Web Services (AWS) Certifications
    • ISO 27001, 27017 and 27018
    • PCI DSS for S3, EBS, VPC, RDS, ELB, IAM
    • FISMA Moderate Compliant Controls
    • HIPAA & ITAR Compliant Architecture
  • Auditable infrastructure
  • Encrypted URL
  • AWS platform is monitored 24/7
  • Disaster recovery plan
  • Single Sign-On (SSO)



Schedule a Cync Client Portal Demo