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Digital Learning Libraries / Add-on

Factoring and ABL training for every role · a digital learning library

Receivables Finance Essentials

How receivables finance works, for everyone in the business.

24 courses · 7 case scenarios · 24 refreshers

Twenty-four short courses in five parts, from why businesses need receivables finance to what happens when a client fails, written for US law: UCC Article 9, purchase and loan structures, and Chapter 11 and Chapter 7. One running example carries through them: Stanmore Electrical Supply, a Cleveland distributor.

For everyone who works at a lender: part 1 for every new hire, parts 2 to 5 role by role.

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The courses

24 courses, one job each.

Every course teaches a single task or idea the learner needs at work, with hands-on activities and a scored review.

Part 1

Foundations

Why receivables finance exists, who does what, and the right language for it. For every new hire.

  1. 01 Why Businesses Need Receivables Finance
  2. 02 Client, Customer and Financier
  3. 03 Purchase or Loan? How Receivables Finance Is Structured
  4. 04 Inside a Financier: Who Does What
Part 2

Products

Factoring, non-notification facilities, asset-based lending and the rest, and which suits which business.

  1. 05 Factoring
  2. 06 Non-Notification Facilities
  3. 07 Other Facility Types
  4. 08 Asset-Based Lending
  5. 09 Recourse and Non-Recourse
  6. 10 Choosing the Right Product
Part 3

Funding mechanics

Advances, availability, ineligible accounts, limits and fees, worked through on real receivables.

  1. 11 Advances and the Client Account
  2. 12 Calculating Availability
  3. 13 Ineligible Accounts
  4. 14 Concentration and Credit Limits
  5. 15 Fees and Charges
Part 4

Legal and risk

What the lender owns, what notification does, the facility agreement and the collateral behind it.

  1. 16 Assignment of Accounts and the UCC
  2. 17 Notification and the Account Debtor’s Rights
  3. 18 The Facility Agreement
  4. 19 Security: Liens, Guarantees and Intercreditor Agreements
  5. 20 Suitability and Dilution
Part 5

The client lifecycle

From onboarding to the first advance, through take-overs and field exams, to a client that fails.

  1. 21 Onboarding a New Client
  2. 22 Taking Over from Another Lender
  3. 23 Monitoring and Field Exams
  4. 24 When a Client Fails

7 case scenarios

Investigate, decide, and see the cost of delay.

Seven case files that take a facility from the first conversation to the last collection.

Ellwood Fabrications

A client from survey to collect-out, with a set-off claim along the way.

Haxby Precision

A non-notification client goes quiet.

Felling Fresh Foods

An asset-based lending facility under strain.

Masham Joinery

Onboarding a prospect who wants funding today.

Hawes Logistics

Taking over a client from another lender.

Pocklington Packaging

One customer grows to 55% of the receivables.

Bainbridge Electronics

What non-recourse protection does and doesn’t cover.

24 refreshers

Five minutes each, all year, so it sticks.

Each refresher is a short story with one activity, released every two weeks and pointing back to the course it reinforces.

  • Before the Letter Arrived
  • Busier Than Ever, Shorter Than Ever
  • “But We’re Covered”
  • Can We Have It Today?
  • Counted Twice
  • One Customer, Half the Ledger
  • Over Ninety by Monday
  • Paid Into the Wrong Account
  • Paid to the Old Lender
  • The Lien Nobody Mentioned
  • The Customer Who Called the Client
  • The Friday Credit Memo
  • The Minimum Fee
  • The Note Nobody Passed On
  • The Numbers That Don’t Match
  • The Promise in Clause 9
  • The Promotion Deduction
  • The Retainage in the Pay Application
  • The Week It Went Quiet
  • The Wrong Fit
  • “We Never Got Your Letter”
  • Where Did the Fifteen Percent Go?
  • Who Pays Whom?
  • “Your Loan Is Approved”

Your branding

Your logo, colors and fonts on every course.

Your LMS, or a link

Upload to your LMS, or send learners a link: no LMS needed.

Tracked

Progress and scores, ready for audit, risk committees and funders.

Kept current

New courses, cases and refreshers are added to your subscription as they are released.

Try it now

See what learners see in Receivables Finance Essentials.

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Try a course

A short course, as your learners see it: real receivables, hands-on activities and a scored review.

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Try a case scenario

Work a client file from the first warning sign to a decision, and watch what each delay costs.

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Try a refresher

Five minutes, one story, one activity: how the learning sticks between courses.

Launch

Book a demo

See Receivables Finance Essentials in your own branding.

A 20-minute walkthrough of one course and one case scenario, with pricing for the learners you need.

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