Skip to content
Skip to content
All Numeo Spot docs

Vetting brokers & loads

Intermediate

Connect your factoring company

Connect a factoring provider once by signing in on its site — Spot captures the session and starts showing broker credit status on the board.

3 min read

To see a broker's credit status on the load board, Numeo Spot needs to read it from your factoring company. You connect your provider once, and from then on the factoring status rides along on each broker row.

Animated demo

Connecting a factoring provider

A short screen recording will be added here.

Connect in one step

There's nothing to copy or paste. You connect by signing in to your provider the way you already do:

  1. Open your factoring provider's site and log in as usual.
  2. Spot captures that session from the provider's site — no keys, no re-entering anything.
  3. Broker credit status starts appearing on the loads you're viewing on DAT or Truckstop.

Providers Spot works with

Spot reads status from these factoring providers today:

  • RTS
  • Triumph
  • WEX
  • PRO Funding (WinFactor)
  • GSquared
  • Compass
  • TAFS
  • HaulPay
  • OTR Solutions
  • Engaged Financial
  • ArtisPro

Connect the one you actually factor with — you only need your own provider.

Good to know

  • The connection is tied to your signed-in session on the provider's site. If that session expires, status can stop showing — just sign in to the provider again to restore it. See factoring status isn't showing.
  • Once you're connected, learn to read the status labels — they differ a little from one provider to the next.

Need a hand? Email support@numeo.ai or use the Help button in the side panel.

Was this helpful?