Basic Setup

BrokerCarrier's software replaces the setup packet and other paperwork in the carrier onboarding process, and that includes the basic contract between them and your brokerage: your broker-carrier agreement.

After carriers have provided their business information and attached their documents they will digitally sign your agreement, which you will then have waiting for you in your BrokerCarrier Dashboard.

When you finish signing up, you are automatically logged into your Dashboard, where you will be greeted with a notice about your Master Agreement Template:

On first login, the master agreement template must be set up
Fig. 1 – Dashboard screen on first login, showing the Master Agreement Template notice

This will be your first step: setting up your Master Agreement Template.