Hit the easy button on conversions 

Our onboarding dashboard gives you one screen to manage all of your conversion tasks.

We make conversions as simple as possible.

Our team will white glove the process to help you move from your current FMS provider with ease.

WinFactor’s onboarding dashboard becomes your command center during the conversion process. We give you access to all the information in one location for you to know where you are in the process, what tasks need to be done and what are the next steps.

 

  • 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. 

Our team of experts has helped convert customers from all the major factoring platforms. We not only know the intricacies of each system conversion, but we have built custom tools within WinFactor to make it easier for you. Whether you are on a custom built platform or a third party FMS provider, WinFactor can help you make the change you need.  

  • 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. “

factoring payments customer

Ron Gabbai
Managing Member, G Squared Funding

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Make the switch to WinFactor™ today.

WinFactor™ has been the leader in the factoring payments 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.