Does Herd replace my factoring software?

No. Herd runs everything before funding: marketing, sales, underwriting, and document collection. When a carrier is funded, Herd hands the clean file to WinFactor, FactorSoft, FactorCloud, or Windpack. Your ledger stays your ledger.

Which factoring platforms does Herd work with?

Herd is built to sit in front of the platforms factors already run: WinFactor, FactorSoft, FactorCloud, and Windpack. Funded carriers sync over with their file complete, so nothing gets re-keyed.

Can AI really operate my CRM?

Yes. Herd ships an MCP server, so the AI assistant you already use (Claude, for example) can query your pipeline, prepare underwriting summaries, and draft follow-ups. Every tool is permission-scoped, and anything that moves money always requires a human.

Is Herd built specifically for freight factoring?

Yes. Herd speaks DOT and MC numbers, FMCSA authority and safety data, UCC lien searches, NOAs, and stage-gated underwriting natively. It was built inside a working freight factoring company, not adapted from a generic sales CRM.

How long does onboarding take?

Days, not months. Herd imports your existing book, and because the workflow mirrors how a factoring shop already runs, your team is not learning a foreign system. Most teams run their first live deal in the first week.

Freight factoring companies doing roughly $5M to $100M a year in factored volume, typically teams of 3 to 15 people, where growth is capped by how much one underwriter or one owner can hold in their head.

The AI CRM built by factors, for factors.

Run your whole book in one system, then hand off clean to the factoring software you already use.

Join the waitlist See the workflow

Herd AIMCP connected

Works alongside the tools factors already use

Generic CRMs don't know what a DOT number is.

So factoring shops bolt on spreadsheets, credit-report tabs, DocuSign folders, and one underwriter's memory. Every deal moves at the speed of that one person, and growth caps exactly there.

A semi truck pulling an orange trailer down an open interstate at golden hour — Freight doesn't wait. Your pipeline shouldn't either.

The workflow

One pipeline, first touch to funded.

Campaign replies land as leads

Marketing replies flow straight into the pipeline with contact, company, and DOT number already attached. Nothing gets copy-pasted from an inbox.

Lead intakeQ3 flatbed campaign

Sent

Opens

Replies

Ridgeline Carriers LLC

Marco Ruiz · DOT 3921004

New lead

Blue Sky Transport

Dana Whitfield · DOT 2810557

New lead

Hernandez Trucking Inc

Luis Hernandez · DOT 1523020

New lead

A DOT number is all it takes

Type a USDOT and Herd pulls authority, insurance, safety rating, and fleet size from FMCSA before the first call is over.

New leadFMCSA / SAFER

USDOT number

Legal nameHernandez Trucking Inc

AuthorityActive

Insurance on file$1,000,000

Safety ratingSatisfactory

Power units9 trucks

Add to pipeline

The checklist is the workflow

Every diligence step is tracked, timestamped, and gated. A stage cannot advance until the file is complete, so a junior hire underwrites with the rigor of a 20-year veteran.

UnderwritingUnderwriting

Hernandez Trucking Inc0/6

FMCSA authority verified

Certificate of insurance on file

Secretary of State standing

UCC lien search clear

Credit report pulled

Due-diligence summary complete

Stage locked until complete

See the whole relationship

Factored volume, fuel gallons, and rebates in one client view. You spot the upsell, and the churn, before either happens.

Vega LogisticsActive

Factored this month

Fuel gallons

Rebate earned

Trucks on fuel program

Weekly funded volume

A truck driver fueling his semi with diesel at a truck stop in early morning light

Your ledger stays your ledger

Funded carriers sync to the factoring software you already run, file complete. Herd never touches your money.

Ledger hand-off

Vega Logistics

DOT 4410982 · funded

NOASigned

Rate2.75% / 90 days

Docs14 of 14

Factoring software

Awaiting file

Complete file. Nothing re-keyed.

They give you an AI report.
Herd gives your AI the keys.

An MCP server, out of the box

The AI your team already uses, Claude included, can query the pipeline, prep underwriting summaries, and draft follow-ups.

Every tool is permission-scoped

You decide what the AI can read, what it can draft, and what it can never touch.

Money always needs a human

Funding approval is not an MCP tool. It never will be.

Herd MCP serverConnected: Claude

pipeline.query

Read deals, stages, and activity

clients.get

Read carrier files and FMCSA data

underwriting.summary

Prepare diligence summaries

emails.draft

Draft follow-ups for your review

funding.approve

Anything that moves money

Human only

Herd, versus a CRM you bend into shape.

Capability	Generic CRM	Herd
Speaks DOT, MC, NOA, and UCC natively	Custom fields you build yourself	Built in
FMCSA carrier verification	Copy-paste from SAFER	One DOT number
Stage-gated underwriting checklist	A spreadsheet next to the CRM	The workflow itself
Fuel and factoring insight on active clients	Not a concept it has	One client view
Hand-off to your factoring ledger	CSV exports and re-keying	Synced, file complete
Your AI can operate it	A chat sidebar that summarizes	Full MCP server
Built by a working freight factor	Built for everyone, so no one	Our own book runs on it

Built inside a working freight factor. Productized for yours.

Herd is the system the team at CFX runs its own factoring book on, every day. Every screen exists because our underwriters needed it, not because a product manager guessed at the workflow.

Two colleagues in a freight factoring office reviewing carrier paperwork at a desk

Pricing that scales with funded clients.

A flat platform fee, plus a per-funded-client rate.

No per-seat math and no surprise tiers. Founding-partner pricing is locked in for the small first class of factors and never goes up.

Join the waitlist

Every plan includes

Every seat on your team
FMCSA verification and underwriting workflow
Ledger sync to the platform you already run
The MCP server for your AI

Questions factors actually ask.

Does Herd replace my factoring software?: No. Herd runs everything before funding: marketing, sales, underwriting, and document collection. When a carrier is funded, Herd hands the clean file to WinFactor, FactorSoft, FactorCloud, or Windpack. Your ledger stays your ledger.
Which factoring platforms does Herd work with?: Herd is built to sit in front of the platforms factors already run: WinFactor, FactorSoft, FactorCloud, and Windpack. Funded carriers sync over with their file complete, so nothing gets re-keyed.
Can AI really operate my CRM?: Yes. Herd ships an MCP server, so the AI assistant you already use (Claude, for example) can query your pipeline, prepare underwriting summaries, and draft follow-ups. Every tool is permission-scoped, and anything that moves money always requires a human.
Is Herd built specifically for freight factoring?: Yes. Herd speaks DOT and MC numbers, FMCSA authority and safety data, UCC lien searches, NOAs, and stage-gated underwriting natively. It was built inside a working freight factoring company, not adapted from a generic sales CRM.
How long does onboarding take?: Days, not months. Herd imports your existing book, and because the workflow mirrors how a factoring shop already runs, your team is not learning a foreign system. Most teams run their first live deal in the first week.
Who is Herd for?: Freight factoring companies doing roughly $5M to $100M a year in factored volume, typically teams of 3 to 15 people, where growth is capped by how much one underwriter or one owner can hold in their head.

Founding class · limited spots

Be one of the first factors on Herd.

We onboard founding factors one at a time, working their book alongside them. Your spot in line is your onboarding date.

Join the waitlist

The AI CRM built by factors, for factors.

Generic CRMs don't know what a DOT number is.

One pipeline, first touch to funded.

Campaign replies land as leads

A DOT number is all it takes

The checklist is the workflow

See the whole relationship

Your ledger stays your ledger

They give you an AI report.Herd gives your AI the keys.

An MCP server, out of the box

Every tool is permission-scoped

Money always needs a human

Herd, versus a CRM you bend into shape.

Built inside a working freight factor. Productized for yours.

Pricing that scales with funded clients.

Every plan includes

Questions factors actually ask.

Does Herd replace my factoring software?

Which factoring platforms does Herd work with?

Can AI really operate my CRM?

Is Herd built specifically for freight factoring?

How long does onboarding take?

Who is Herd for?

Be one of the first factors on Herd.

They give you an AI report.
Herd gives your AI the keys.