Carrier onboarding support for freight brokerages

Spend Less Time Chasing
Carrier Paperwork.

We help freight brokerages collect carrier documents, follow up on missing items, and track onboarding progress—so your team can focus on moving freight. We work within your agreed process. Your brokerage stays in control of carrier approval.

Who We Serve

Small and Growing Freight Brokerages

Our initial focus is small, newly established, and growing U.S. brokerages that want help with repetitive carrier onboarding work without committing to another full-time hire.

Brokerage Operations Teams

Teams that handle carrier setup alongside daily operations and want fewer follow-ups to manage internally.

US Based

Based in Atlanta, GA — working with freight brokerages across the US.

We handle agreed paperwork and follow-ups. Your team stays in control of approval.

The Challenge

Carrier Paperwork Shouldn't Take Over Your Day

Documents can arrive in separate emails, missing items can take repeated reminders, and it isn't always clear where each onboarding request stands. That work competes with the daily job of running a brokerage. We help with those repetitive tasks so your team has fewer follow-ups to manage internally.

What We Do

Hands-On Carrier Onboarding Support

We take on agreed administrative onboarding tasks inside your existing process. Your requirements stay the same, and your team makes every approval decision.

  • Carrier document collection (W-9s, COIs, carrier packets)
  • Follow-ups on missing paperwork
  • Packet checks against your document checklist
  • Onboarding status tracking
  • Coordination of your existing verification steps

Document Collection & Follow-Ups

Help collecting the documents you require, with follow-ups through your approved communication process.

Packet Checks

We compare submissions to your checklist and flag missing items or apparent discrepancies for your team.

Status Tracking

An organized record of received documents, outstanding items, and next steps.

Our Specialization

Built for Freight Brokerage Onboarding

Your brokerage already has its own carrier requirements. The challenge is keeping up with the paperwork. We follow your checklist and your communication process, and you don't need to replace the systems you already use.

Your team focuses on moving freight. We focus on the agreed administrative work.

  • Less paperwork chasing — support with document requests and follow-ups instead of handling every reminder internally.
  • A clearer view of outstanding items — what has been received, what is missing, and what needs your attention.
  • Support within your process — delegate agreed tasks while keeping your requirements and approval responsibilities.
  • Help with repetitive onboarding work without committing to another full-time hire.

We provide administrative onboarding support. Your brokerage retains responsibility for carrier approval and safety, compliance, and fraud-related decisions.

Operations professional reviewing carrier onboarding documents on two monitors
30-Day
Complimentary Pilot

The Standard Behind the Service

Accuracy

We check submissions against your checklist before we mark anything complete.

Integrity

We report what we received and what is missing — nothing more, nothing less.

Professionalism

Every message to a carrier reflects on the brokerage we serve.

Follow-Through

When we take responsibility for a task, we see it through.

How It Works

01

Discuss Your Workflow

We review your document requirements, current process, and the tasks you want help handling.

02

Agree on the Pilot

We define the scope, onboarding case volume, responsibilities, and how updates will be shared.

03

Get Onboarding Support

We handle the agreed collection, follow-up, and tracking tasks for each onboarding case.

04

Flag Items for Your Team

Missing paperwork, apparent discrepancies, and anything that needs a decision go to your team for review.

05

Review and Decide

We review the pilot activity together. You decide whether ongoing support makes sense under a separate agreement.

Try Onboarding Support
for 30 Days—On Us.

Before we begin, we agree on the tasks we'll handle and the number of onboarding cases included. At the end of 30 days, we review the work together so you can decide whether to continue. Your brokerage keeps all carrier approval decisions, and any ongoing service requires a separate agreement. To apply, book a short call to discuss your workflow and whether the pilot is a fit.