Congratulations on taking the next step on building your business!
Use the following link to get started. Get Started
If you have already created a TMS account, use the following link to login. Sign In
Getting Started
When you are in the TMS click on the factoring tab and then factoring again. You will be directed to the start of the factoring sign up process.
When you are ready, click "Start Factoring".
Step1. 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
- The Company Bank Login Credentials
- 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 front and back photo of your Drivers License will need to be submitted for verification.
- 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.
* When uploading your drivers license DocuSign may require you to try uploading 3 times if it is unable to verify. After the 3rd attempt, if DocuSign cannot verify an email will be sent to BridgeHaul to go through and verify manually. You will receive an email after this has been verified to go back in and continue the document signing*
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.
The system will now do some additional search. A background check and UCC search will be conducted to finalize onboarding.
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*