ROUTIQO
Freight Factoring Services
1. Legal Company Name:
Business Name
DBA (if applicable):
MC/DOT Number:
EIN (Tax ID):
Business Address:
Primary Contact Name
Primary Number
Email Address
Date Established:
Number of Trucks:
Type of Freight Hauled:
2. Factoring Needs & Preferences
What percentage of your invoices do you plan to factor?
Do you require non-recourse factoring?
What is your average invoice size?
How quickly do you need funding after submitting paperwork?
Do you need fuel advances? If so, what percentage of the load amount?
How do you currently create and send invoices?
Do you require assistance with invoicing?
Do you use any accounting or dispatch software currently?
Do you want us to run broker credit checks on your behalf?
3. Paperwork & Process
How do you currently collect and send PODs and rate confirmations?
Are you able to upload documents via a portal or mobile app?
Do you have a preferred method of communication (Email, SMS, Phone, Portal)?
Do you require assistance with collections or follow-up with brokers?
4. Additional Services
Are you interested in a fuel card program?
Would you like help finding insurance or permits?
Do you need ELD or GPS load tracking support?
Would you be interested in bookkeeping or tax preparation referrals?
5. Notes & Special Considerations
Please list any unique aspects of your operation or requests you have for your factoring partner:
SUBMIT