Customer intake
Collect shipper contacts, company information, credit details, payment contacts, and shipment needs.
Broker Operations
Shipper Setup Packages.
Build a professional shipper onboarding packet your brokerage can use to establish new customer relationships and organize required information.
Shipper onboarding, organized
Agreements, credit information, billing details, shipment requirements, and operational documents in one reusable packet.
Broker-to-shipper setupReusable onboarding
Credit & billingOrganized intake
Operational documentsClear expectations
What to expect
A cleaner way to onboard freight customers.
Use a structured shipper package to collect business information, document terms, establish billing expectations, and organize the operational details your brokerage needs.
Agreement documents
Organize the broker-shipper agreement and supporting commercial terms in one packet.
Operations setup
Capture lanes, load requirements, accessorial expectations, claims instructions, and billing procedures.
Choose your package
Select Basic, Pro, or Complete depending on the depth of your shipper onboarding process.
Complete the intake
Tell us about your brokerage, services, billing process, customer requirements, and preferred packet structure.
Receive your package
Get an editable shipper onboarding system ready to customize and use with customers.
Related services
Keep the next requirement connected.
Ready when you are
Standardize your shipper onboarding.
Choose the shipper package that fits your brokerage and start the intake.