Hit the easy button on conversions
Our onboarding dashboard gives you one screen to manage all of your conversion tasks.
Conversions are complex. So we made them Easy.
Our team will white glove the process to help you move from your current FMS provider with ease.
Train your staff: WinFactor is known for its easy user interface and intuitive workflow. We can design the perfect custom training experience for your company: one on one, train the trainer, work group sessions, or even DIY using the training videos and support articles to learn at your own pace.
Training your clients: We will provide you with a customized Welcome video which will allow you to proudly introduce the new client portal to your clients. The Client Portal is complete with a help section and training videos (with spanish closed captions).
Onboarding Dashboard: WinFactor’s onboarding dashboard becomes your command center during the conversion process. Our team will white glove the process to help you move from your current FMS provider with ease. This visual workflow screen ensures no detail is forgotten in the set up of WinFactor, and that your team hits the ground running on their first day.
Dedicated Teams Support Channel: Our team offers white glove support your first days in the system, with a dedicated support channel using Microsoft Teams.
Onboarding Dashboard Metrics
Accounts Setup
Users Setup
Terms Count
Client Count
Customer Count
Accounts mapped
Users with the permissions to edit Users
Terms not verified
Terms not setup
No Portal setup
Users without MFA
NOA Documents not setup
Not linked to FMCSA MC Number
No Funding Options
Bank Accounts not Setup
With your Aging Report we can easily get all of your accounts receivable imported into WinFactor.
We have built custom tools to handle the intricacies of each factor conversion from all of the major factoring platforms. Do you have a custom built platform? Then you will have the benefit of full access to your existing database, making an automated WinFactor conversion seamless.
Our easy importer will balance to the penny your open AR, Reserves, Rebates, Unapplied Cash, Fuel Advances/Cash Advances and miscellaneous Charges.
Conversions we have completed
Factorsoft
Factor Fox
Factor Cloud
Factor View
Custom Built Factoring Software
“It’s never easy to make a software conversion. WinFactor™ made it as easy as possible”
“We knew that our current software wasn’t meeting our needs. We did a full evaluation of different vendors in the marketplace and WinFactor™ won out. The features of WinFactor™ won us over. It’s never easy to make a software conversion. WinFactor™ made it as easy as possible. They greatly supported us in moving information from our existing software. “
Ron Gabbai
Managing Member, G Squared Funding
Schedule a Demo
WinFactor™ has been the leader in the factoring software space for years. Our software is built specifically for the Transportation Factor. That is why every feature and function is designed to make your workflow easier and faster.
