Understanding the Carrier Onboarding Webform
By now, you've clicked the [+] button to access the Command Center, selected "New Carrier" and entered your Carrier information into the applicable fields. After clicking the green SEND ONBOARDING button, a pop up window appears confirming your Send Onboarding email has been sent.
Click the video below to view a summary tutorial of the Carrier Onboarding webform the Carrier must complete:
Below you'll find a walkthrough of the Carrier Onboarding webform the Carrier must complete:
1. Carrier Onboarding E-mail
The email recipient will receive the email message below and click the link in the message to access their Carrier Onboarding webform.
2. The Carrier Onboarding webform
The webform is an internal webpage only accessible by the Carrier. Instructions illustrating how to edit the webform are provided in blue.
1. The Carrier must select the blue button, "We Do Our Own Invoicing" and add their Payee information OR select the green button, "We Use a Factoring Company."
2. By selecting the green button, the Carrier can search within your Factoring Companies Address Book.
3. The Carrier will search for their Factoring Company by searching within your Factoring Companies address book (found in Settings > Factoring Companies) to choose the Factoring Company the Carrier uses.
4. Clicking "Find" will display your EZ Loader account's Factoring Companies address book entries.
The search results will display within your Factoring Companies address book.
5. If the Factoring Company is not found to be inside your EZ Loader account's Factoring Companies address book, the Carrier will select the red button "My Factoring Company Is Not Listed"
6. The Carrier will type in their Factoring Company's information.
7. Clicking Save will save the entry into the Carrier Onboarding webform
***NOTE: If the Carrier cannot find their Factoring Company and manually enters their Factoring Company information as seen above, an EZ Loader Accounting user will receive an automated "New Factoring Company Request" email. CLICK HERE to view how to audit and approve a Carrier's New Factoring Company request. ***
8. After a Factoring Company has been entered into the Accounting Details section of the webform, the Carrier must upload a copy of their Notice of Assignment letter. Regardless of whether the Carrier utilizes a Factoring Company or not, the Carrier must also upload a copy of their Insurance, W-9, and MC# Authority. If the Carrier has all 4 of these documents in one PDF file, they must upload the PDF file into all 4 boxes shown below.
9. The Carrier MUST click the link in blue to download a copy of your company's Carrier Agreement. This document was uploaded into your account when you first uploaded your Carrier Agreement PDF file in your initial EZ Loader TMS onboarding form.
10. After downloading a copy of your Carrier Agreement, the Carrier must select this box confirming they agree to your Carrier Agreement terms they viewed when downloading your company's Carrier agreement.
11. The Carrier digitally signs the webform.
12. The Customer MUST click the "Accept Signature" button, turning the signature box from Red to Green.
13. Clicking the blue Save button completes the Carrier Onboarding webform.
14. The Carrier will receive a confirmation email that includes a PDF copy of their digitally signed Carrier Onboarding webform including your company's Carrier Agreement.
3. Pending Carrier Onboarding Notification e-mail
The EZ Loader User who originally sent the Carrier Onboarding email to the Carrier will also receive an automated e-mail as notification the Carrier has completed their Carrier Onboarding webform.
Clicking the link inside the e-mail will take the EZ Loader user directly to the Carrier profile to continue the final steps of the onboarding process.
