How to Add a Factoring Company to Your Address Book

The Factoring Companies address book allows you to quickly copy Factoring Company Payee information into the Payee details of a Carrier profile. This functionality can be used if you would like to "lock" the Carrier Payee information within a Carrier profile.

***NOTE: If you are utilizng a Carrier Onboarding / Carrier Monitoring integration (i.e. Highway  /  My Carrier Portal  /  RMIS), EZ Loader will import the Carrier's Payee information from the 3rd Party service. However, you can use this functionality to "lock in" the Factoring Company's Payee information into the Carrier profile .

Additionally, if you are utilzing EZ Loader's internal Carrier Onboarding functionality and your account is not connected to a Carrier Onboarding / Carrier Monitoring integration, Carriers will be able to search your Factoring Companies address book when entering their Payee information into the EZ Loader "Carrier Onboarding Webform" during the onboarding process.

Click Here for Video on Approving a New Factoring Company Request from Carrier Onboarding

Adding Entries into Address Book

Note: Only Admin and Accounting users have access to add entries into your accounts Address Book

1) Selecting your Initials in the top right corner > Settings > Factoring Companies

2) Select + "Add a New Factoring Company" > Fill in the applicable information > Select Save

Note: Selecting the blue "Search" button when no search criteria is entered will display all records in your address book

3) Fill the new Factoring Company's information in the modal > Select Save

Adding A Factoring Company to the Carrier

Adding a factoring company to a carrier only takes a few steps:

1) Navigate to the Carrier Profile

2) Click "Update from Factoring Company"

3) Click "Find" to search the first 25 entries or type the name and click "Find"

4) Click the name of the Factoring Company to select it.

5) The Factoring Company information is now applied as the Carrier's payee. Any changes to the Factoring Companies address book entry will apply to any Carrier profile where the Factoring Company is linked.

6) Please reference the .gif at the top of this article for an example.