Freight Brokerage shipper credit and onboarding record

Freight Brokerage | PublicProof Academy working document

Document each shipper's credit decision, terms, contacts and signed agreement before the first load.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Shipper identity

Legal name, address and main contact
Accounts payable contact and invoicing instructions
Signed broker-shipper agreement on file

Credit decision

Credit report or payment history checked (source and date)
Credit limit set in writing
Payment terms agreed (net days)
Decision maker who approved terms

Service requirements

Insurance certificate requirements
Appointment, tracking and check-call expectations
Accessorial rules (detention, layover, lumper)

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.