Freight Broker Carrier Onboarding Packet Completeness Checker & Chase Portal (SMB Brokerage Tier)

Stop Letting Incomplete Carrier Packets Slip Through the Cracks

Upload a carrier packet and instantly see what's missing, what's expiring, and who still owes you paperwork — so you can onboard carriers faster and tender loads with confidence.

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Freight Broker Carrier Onboarding Packet Completeness Checker & Chase Portal (SMB Brokerage Tier) dashboard

What falls through without it.

How it works.

Step 1

Upload the Packet

Drop in a single PDF or a zip of scanned carrier documents. The tool reads through everything and immediately identifies what's present, what's missing, and what's coming up for renewal.

Step 2

See the Full Picture at a Glance

Your carrier dashboard shows color-coded status for every onboarded carrier — red for missing required docs, yellow for approaching expirations, green for fully complete — with a running log of every chase reminder already sent.

Step 3

Chase Carriers Without Lifting a Finger

When documents are missing or expiring, the tool sends reminder messages to carriers on your behalf and tracks every follow-up in one place. No more hunting through your sent folder to remember who you contacted last.

What you get.

Catch Compliance Gaps Before They Cost You

Every required document — insurance certificates, motor carrier authority, W-9s — is checked against your requirements the moment a packet is uploaded. Nothing moves to approved status with a hole in it.

Cut Onboarding Time From Days to Minutes

No more back-and-forth email threads and manual checklist updates. Carriers get flagged immediately, you know exactly what to ask for, and fully complete carriers are ready to move freight faster.

One Dashboard for Every Carrier's Status

Stop living in spreadsheets. See every carrier's completeness status, upcoming document expirations, and outstanding follow-ups in a single view — updated every time a packet is processed.

A Full Audit Trail Without the Paperwork

Every chase reminder sent is logged automatically. When a compliance question comes up, you have a complete record of what was requested, when, and what came back — without digging through your inbox.

Common questions

Every Day You Wait Is Another Incomplete Carrier Getting Through

Upload a carrier packet and instantly see what's missing, what's expiring, and who still owes you paperwork — so you can onboard carriers faster and tender loads with confidence.

No setup required. Start with one upload.