How to Assign a Factoring Company to a Carrier Profile

If a Carrier is utilizing a Factoring Company, 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.

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.