DRIVE YOUR BUSINESS FORWARD
Experience the freedom of managing your trucking operations with our all-in-one fleet portal.
Sign up at www.pcg.factorgenie.com with the
Phone # and Email Address on file
with your Phoenix Capital Group account.
REQUEST FUNDING
1. Click Submit Invoices button on the home screen.
2. Search for the Broker/Shipper by Name or MC#. For best results search by MC#.
3. Enter the Load Number from your Rate Sheet.
5. Click the Continue Button
4. Enter Load Rate and continue.
7. Click Upload Rate Sheet button to add document.
8. Repeat step 6 for Bill of Lading, and each additional document.
9. Click the Continue button.
10. Select your preferred funding type.
11. Click the Continue button.
6. Click the Continue Button
12. Add additional information or notes.
13. Click the Continue button.
14. Review the Summary for accuracy.
15. Click the Add to Batch button to create another funding request or click Send to Phoenix Capital Group to submit the funding request.
BATCHING
1. Select two or more drafts you want to submit as a batch request.
2. Click Add to Batch button
3. Click "Ok" to continue or click "Keep Adding Invoices" to select more drafts to add to the batch.
4. In the batch screen you can select one or more requests to either "Remove from Batch" or "Send Batch to Phoenix Capital Group" to submit batch requests.
19. Tap Send to Phoenix Capital Group to submit your request..
MANAGE MULTIPLE ACCOUNTS
1. Click your Profile in the upper right corner.
2. Click Manage Accounts to link additional accounts
3. Enter Username and Password.
4. Click Add to Account button.
FACTOR FROM ANYWHERE
Start managing your trucking operations with our all-in-one mobile app now!
