Freight Brokerage rate confirmation checklist

Freight Brokerage | PublicProof Academy working document

Make every rate confirmation complete and consistent with your broker role before the carrier signs.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Required content

Your company name exactly as registered and your broker MC number
Carrier legal name and MC/USDOT number
Pickup and delivery addresses, dates and appointment windows
Commodity, weight, equipment and temperature if reefer
Agreed rate and every accessorial with conditions
Payment terms and invoicing instructions
Statement that the carrier may not re-broker the load

Before sending

Carrier vetting checklist completed today
Rate matches the margin calculator
Both parties sign before dispatch

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.