Release Notes: Payments Insights – Broker Dashboard Updates
Release Date: October 2025
Product: Triumph Broker Payments
Audience: All Broker Payments Users (excluding Factored Brokers and Shippers)
Overview
The Broker Payments Dashboard has been updated with a refreshed layout and powerful new reports that provide visibility into the operational and financial impact of using Triumph Payments. These insights help brokers quantify savings, track adoption, and improve decision-making.
Background
While Payments drives revenue through QuickPay adoption, it also delivers significant cost savings—often overlooked because they don’t directly impact a broker’s P&L. Relationship Managers have manually surfaced these metrics during QBRs, but the process was time-consuming. The new dashboard automates and centralizes these insights, making them accessible in real time.
Key Features
Dashboard Layout Updates
- Reports & Help moved to the far right for quick reference.
- My Carriers relocated for cleaner navigation.
- Invoice Status links shifted to the left for faster triage.
- Credit Utilization now appears in the central reports area.
This is a high-fidelity mockup for demonstration purposes only. It may not be reflective of the final result.
New Reports Available
QuickPay Adoption:
- Tracks adoption across your carrier network
- Includes benchmark comparisons by sales tier
- Displays trendlines and average adoption rates
Bank Fees Saved:
- Calculates savings from ACH, Wire, LoadPay, and Check usage
- Uses industry-standard cost estimates per payment type
- Excludes no-cost payout methods (e.g., EFS Money Code)
Processing Time Saved (FTE Hours):
- Measures time saved from NOA/LOR processing and bank account validation
- Based on average handling times (2 min for NOA/LOR, 15 min for bank validation)
Misdirected Payments Avoided:
- Shows volume of payments protected from misdirection
- Includes rejected bank accounts and mismatched factor holds
Credit Utilization (Refreshed):
- Displays how much of Triumph-extended credit is being used
- Helps ensure uninterrupted QuickPay payments
User Experience
Broker Users:
- Gain real-time visibility into savings and adoption metrics directly from the dashboard.
Leadership & Admins:
- Use insights to guide strategic decisions, improve operational efficiency, and support QBR discussions.
Getting Started
This feature is automatically available to all Broker Payments users. No setup is required. To explore the new dashboard:
- Log into your Broker Payments account
- Navigate to the dashboard to view updated layout and reports
- Use the insights to inform QBRs, operational reviews, and strategic planning
Release Notes: Payments Portal – New Feature
Release Date: October 2025
Product: Triumph Broker Payments
Audience: All Broker Payments Users (excluding Factored Brokers and Shippers)
Overview
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Background
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User Experience
Broker Users:
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Leadership & Admins:
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Getting Started
This feature is automatically available to all Broker Payments users. No setup is required. To explore the new dashboard:
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FAQs
Click a link to read through related FAQs:
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Release Notes: Payments Portal – Bug Fixes
Release Date: October 2025
Product: Triumph Broker Payments
Audience: All Broker Payments Users (excluding Factored Brokers and Shippers)
Overview
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What's Fixed?
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Impact to Users
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