Carrier Packet Checklist for Freight Brokers

Build the record

Review what your brokerage needs to retain.

Use the checklist as an internal desk record. It helps the brokerage keep its own packet facts, communication details, and exception notes together. It does not replace the brokerage's policies, systems, or judgment.

• Identity and contact consistency: Record the carrier name, authority identifier, dispatch contact, phone, and email as your brokerage received them. Note mismatches or questions for your internal follow-up.
• Authority and insurance documentation on file: Confirm the documents your brokerage requires are present in its own records. Record the document date, source, and any internal follow-up note; do not label the carrier safe or approved by this checklist.
• Required internal flags and notes: Review the brokerage's internal notes, exceptions, and account-specific requirements. Keep the reason for any hold, escalation, or follow-up in the record.
• Rate confirmation sent: Record when the rate confirmation was sent, who received it, and the version or reference your desk uses. Do not treat a sent document as a substitute for your brokerage's own tender process.
• Tracking or check-call method agreed: Write down the agreed communication method, check-call timing, and point of contact. Mark anything that is still unconfirmed for a human follow-up.
• Escalation or hold notes: If a requirement is incomplete, inconsistent, or outside the brokerage's normal process, pause and record the internal owner or escalation path before tendering.