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Broker Credit Check

Running broker and customer credit checks through your factoring company.

Written by Alvys Admin

Want to check a broker's or customer's credit before you haul or invoice? This guide explains how to run manual and automatic credit checks through OTR Solutions or Saint John Capital.

The full guide covers:

  • Setting the factoring invoicing method on a profile

  • Running a manual credit check

  • Automatic credit checks

  • Troubleshooting

Also known as: credit check, broker credit, customer credit, OTR Solutions, Saint John Capital, factoring approval.

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