Skip to content
English
More support
Go to bridgehaul.com
  • There are no suggestions because the search field is empty.

Factoring how to get started!

Congratulations on taking the next step on building your business!

To create a new account and begin the factoring sign-up process, click the link below:Get Started

If you have already created a TMS account, use the following link to login.  Sign In

This guide walks you through how to sign up for factoring services through the BridgeHaul TMS portal. The process includes identity verification, document signing via DocuSign, a background check, a UCC search, and bank account connection.

Getting Started

Once you are logged in to the TMS, click the Factoring tab in the navigation menu, then click Factoring again in the submenu. You will be directed to the start of the factoring sign-up process.

When you are ready, click "Start Factoring".

Step 1. Preparation

To complete the process you will need the following

  • You must be the owner or officer of the company
  • The Exact Legal Name of Your Business and the State of Registration
  • Your Driver's License
  • A Company Bank Account in the Company's Name
  • Your company bank account login credentials (username and password)
  • Your company EIN (Employer Identification Number) or SSN for Sole Proprietorships

Click "Continue" to move to the next step in the process. 

Step 2. Confirm Entity

Enter Entity information as it appears when you registered your business. (Legal business name and the state you are registered in) 

Press Search

Step 3. Sign Documents

You will be directed to DocuSign to complete all required documents for signing. Click start and a new browser will open for you.

Verify your identity 

A quick face scan as well as front and back photo of your Drivers License will need to be submitted for verification.

  • Provide a scan of your face from left to right 
  • Select "upload  file" to download your identification document.
  • Please take a picture of the front and the back.
  • Once the ID has successfully downloaded, click continue

DocuSign Documents

After your identity has been verified, the system will redirect you to fill out your W9. You will need to complete the follow below:

  • Name the business is under as well as if you do business under a different name
  • Appropriate business classification
  • Address of your business
  • Depending on your business status, You will need to enter in your SSN (Social Security Number) or EIN (Employer Identification Number).

Carrier Acknowledgment of the Notice of Assignment

Once all documents have been signed and completed for your W9, the next document that needs to be filled out is the carrier acknowledgment of the notice of assignment.

  • Sign your name  & add your title.  (Example: Owner)

FSA- Factoring Service Agreement

The next document is the FSA (Factoring Service Agreement) which will be followed by our Terms and Conditions. Please read over everything carefully. 

  • Sign name and owner title.
  • Scroll down at your own leisure.

Once documents are complete, you will be redirected back to the system where it will then finalize the signed documents. 

Step 4. Background Check & UCC Search 

The system will now perform additional checks. A background check and UCC (Uniform Commercial Code) search will be conducted to finalize your onboarding.

  • If you are currently with a different factoring company, a UCC has previously been filed on your company. We will need to conduct a buyout in order to assume/terminate the filing. 
  • Your sales representative will reach out to you to discuss any findings and the next steps needed to finalize your onboarding. 

Step 5. Connect Bank Account 

When the background check and UCC search has been successfully completed you will be prompted to Connect your bank account. *Please see How to Connect your Bank Account