Broker Back-Office Notes@BrokerOpsNotes Follow on X

Write down how you vetted the carrier, every load.

A free, editable per-load carrier vetting record for small freight brokerages (1-10 people). One row per load: what you checked, when, where, who you spoke to, and who did the check.

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Free template: Per-Load Carrier Vetting Record

A plain record-keeping sheet. It does not tell you which checks are required. It gives you one consistent place to write down the checks you do. Spreadsheet with dropdowns, or a printable PDF.

What's in it

  • Load # and date/time checked
  • Carrier name, MC #, DOT #
  • Authority status, and where you verified it
  • Cargo and liability insurance on file, with expiry dates
  • COI certificate holder matches?
  • Who you spoke to
  • How identity was verified
  • Red flags noted
  • Notes
  • Checked by

Download (free, no email needed)

Excel / Google Sheets version: frozen header, dropdowns, print-ready landscape layout, plus a short "How to use" tab.

Download .xlsx Download PDF

Google Sheets: File > Import > Upload the .xlsx.

Template only. Not legal advice. Check requirements with a qualified transportation attorney. Using a template does not by itself make a vetting process adequate.
READY TO LIST

Broker Back-Office Kit: waitlist

The full kit files are ready (workbook, SOPs, AI prompts, email templates). Checkout is opening next on Gumroad at $39. Joining the waitlist means I'll email you the purchase link the same day it goes live, and your answers below shape what I build next.

2. What do you use today for carrier paperwork? (check all that apply)

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Who's behind this

Broker Back-Office Notes is run by a workflow researcher, not a freight broker. I study how small US brokerages handle back-office paperwork and share templates and notes on X. Nothing here is legal, insurance or compliance advice. For requirements that apply to your business, talk to a qualified transportation attorney.