BROKER RECORDSBroker paperwork and
payments in one system.
Keep broker profiles, rate confirmations and invoice packets
tied to each load, then track invoice status and payments.
DeliveredFrom broker profile to payment in four clear steps
Your dispatch and finance teams add the broker, attach the rate confirmation to the load, then build the invoice packet
with the BOL and POD and track payment status, short-pays included — all on the same load record inside SOFTMS.
Broker profile
Add the company details and contacts.
Rate confirmation
Attach it to the load it covers.
Invoice packet
With BOL, POD and rate confirmation.
Payment tracking
Invoice status, short-pays and factoring.
Each load linked to its broker and documents
Broker profiles, loads, rate confirmations and invoice status in one SOFTMS
view.
How broker loads are run
and invoiced
Your team adds a broker, builds its loads, and assigns the driver and
truck by hand. Documents and invoicing stay attached to the same load,
instead of living in separate spreadsheets or email threads.
Broker & customer profilesBroker and customer companies and contacts linked to each load.
Load creationBuild loads with pickup, delivery, references and charges.
Manual assignmentA dispatcher assigns driver, truck and trailer by hand — never automatically.
DocumentsRate confirmations, BOLs and PODs attached to the right load.
Invoicing & paymentsInvoice packets, status, short-pays and factoring tracking.Dispatch and finance, one record
Finance is a module inside SOFTMS
Finance invoices brokers from the same loads
dispatch runs, so documents and payment status
stay with the load.
Invoice with BOL, POD and rate confirmationInvoice status and payments trackedFactoring advances, fees and reserves trackedOne profile per broker
Contacts and company details stay linked to
that broker's loads and documents.
Assignments with history
Your dispatcher assigns the driver and truck
by hand; the history is kept.
Documents stay on the load
Rate confirmations, BOLs and PODs sit on the
load itself, not in a mailbox.
Invoice from the same data
Invoices and payment tracking run off the loads
you already manage.
Questions about broker records
How broker profiles, documents, invoicing
and payment tracking work in SOFTMS.
It is the profile your team keeps for a broker you haul for: company details and contacts, linked to each of that broker's loads, with their rate confirmations, BOLs, PODs and invoices. It is an internal record for your team, not an account for the broker.
No. Your dispatcher assigns the driver, truck and trailer by hand, never automatically. The driver then sees the load in the app.
In the Finance module inside SOFTMS, on the same load data: invoice packets, status and payments, including short-pays. It tracks payments but does not move money.
No. SOFTMS is used only by your own team, and brokers do not need an account. What a broker needs — such as an invoice packet with the BOL, POD and rate confirmation — is sent to them as a document, not through a login.
Rate confirmations, BOLs and PODs, attached to the right load. The POD and the rate confirmation are both checked before a load is invoice-ready, so missing paperwork is flagged early.
Keep broker records on
one connected system.
See how broker profiles, load entry, rate confirmations, invoice packets and payment tracking fit together, walked through by a specialist.
Talk to Support or Sales about a guided demo.
For trucking carriers across the United States and Canada.ServicesBroker Records
BROKER RECORDSBroker paperwork and payments in one system.
Keep broker profiles, rate confirmations and invoice packets tied to each load, then track invoice status and payments.
Delivered
Sample data — no real brokerFrom broker profile to payment in four clear steps
Your dispatch and finance teams add the broker, attach the rate confirmation to the load, then build the invoice packet with the BOL and POD and track payment status, short-pays included — all on the same load record inside SOFTMS.
- 1Broker profileAdd the company details and contacts.
- 2Rate confirmationAttach it to the load it covers, so it stays with the paperwork.
- 3Invoice packetWith BOL, POD and rate confirmation.
- 4Payment trackingInvoice status, short-pays and factoring.
How broker loads are run and invoiced
Your team adds a broker, builds its loads, and assigns the driver and truck by hand. Documents and invoicing stay attached to the same load, instead of living in separate spreadsheets or email threads.
Broker profiles, loads, rate confirmations and invoice status in one connected view.
Broker & customer profilesBroker and customer companies and contacts linked to each load.
Load creationBuild loads with pickup, delivery, references and charges.
Manual assignmentA dispatcher assigns driver, truck and trailer by hand — never automatically.
DocumentsRate confirmations, BOLs and PODs attached to the right load.
Invoicing & paymentsInvoice packets, status, short-pays and factoring tracking.
Dispatch and finance, one record
Finance is a module inside SOFTMS — your team invoices brokers from the same loads it dispatches, so documents and payment status stay with the load.
Finance is a module inside SOFTMS
Invoice with BOL, POD and rate confirmation- Invoice status and payments tracked
- Factoring advances, fees and reserves tracked
One profile per broker
Contacts and company details stay linked to that broker's loads and documents.
Assignments with history
Your dispatcher assigns the driver and truck by hand; the history is kept.
Documents stay on the load
Rate confirmations, BOLs and PODs sit on the load itself, not in a mailbox.
Invoice from the same data
Invoices and payment tracking run on loads you already manage.
Questions about broker records
How broker profiles, documents, invoicing and payment tracking work in SOFTMS.
The profile your team keeps for a broker you haul for: company details and contacts, linked to each of that broker's loads, with their documents and invoices. It is an internal record, not an account for the broker.
No. Your dispatcher assigns the driver, truck and trailer by hand, never automatically. The driver then sees the load in the app.
In the Finance module inside SOFTMS, on the same load data: invoice packets, status and payments, including short-pays. It tracks payments but does not move money.
No. SOFTMS is used only by your own team, and brokers do not need an account. What a broker needs — such as an invoice packet with the BOL, POD and rate confirmation — is sent to them as a document, not through a login.
Rate confirmations, BOLs and PODs, attached to the right load. The POD and the rate confirmation are both checked before a load is invoice-ready, so missing paperwork is flagged early.
Keep broker records on one connected system.
See broker profiles, load entry, rate confirmations, invoice packets and payment tracking walked through by a specialist.
Bring loads, drivers, documents, risk and settlement into one system.
See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.
Talk to Our TeamServicesBroker Records
BROKER RECORDSBroker paperwork and payments in one system.
Keep broker profiles, rate confirmations and invoice packets tied to each load, then track payment status in one set of records.
DeliveredSample data — no real brokerFrom broker profile to payment in four clear steps
Your dispatch and finance teams add the broker, attach the rate confirmation to the load, then build the invoice packet with the BOL and POD and track payment status, short-pays included — all on the same load record inside SOFTMS.
- 1Broker profileAdd the company details and contacts.
- 2Rate confirmationAttach it to the load it covers, so it stays with the paperwork.
- 3Invoice packetWith BOL, POD and rate confirmation.
- 4Payment trackingInvoice status, short-pays and factoring.
How broker loads are run and invoiced
Your team adds a broker, builds its loads, and assigns the driver and truck by hand. Documents and invoicing stay attached to the same load, instead of living in separate spreadsheets or email threads.
Broker profiles, loads, rate confirmations and invoice status in one connected view.
- Broker & customer profilesBroker and customer companies and contacts linked to each load.
- Load creationBuild loads with pickup, delivery, references and charges.
- Manual assignmentA dispatcher assigns driver, truck and trailer by hand — never automatically.
- DocumentsRate confirmations, BOLs and PODs attached to the right load.
- Invoicing & paymentsInvoice packets, status, short-pays and factoring tracking.
Dispatch and finance, one record
Finance is a module inside SOFTMS — your team invoices brokers from the same loads it dispatches, so documents and payment status stay with the load.
Finance is a module inside SOFTMS
- Invoice with BOL, POD and rate confirmation
- Invoice status and payments tracked
- Factoring advances, fees and reserves tracked
One profile per broker
Contacts and company details stay linked to that broker's loads and documents.
Assignments with history
Your dispatcher assigns the driver and truck by hand; the history is kept.
Documents stay on the load
Rate confirmations, BOLs and PODs sit on the load itself, not in a mailbox.
Invoice from the same data
Invoices and payment tracking run on loads you already manage.
Questions about broker records
How broker profiles, documents, invoicing and payment tracking work in SOFTMS.
The profile your team keeps for a broker you haul for: company details and contacts, linked to each of that broker's loads, with their documents and invoices. It is an internal record, not an account for the broker.
No. Your dispatcher assigns the driver, truck and trailer by hand, never automatically. The driver then sees the load in the app.
In the Finance module inside SOFTMS, on the same load data: invoice packets, status and payments, including short-pays. It tracks payments but does not move money.
No. SOFTMS is used only by your own team, and brokers do not need an account. What a broker needs — such as an invoice packet with the BOL, POD and rate confirmation — is sent to them as a document, not through a login.
Rate confirmations, BOLs and PODs, attached to the right load. The POD and the rate confirmation are both checked before a load is invoice-ready, so missing paperwork is flagged early.
Keep broker records on one connected system.
See broker profiles, load entry, rate confirmations, invoice packets and payment tracking walked through by a specialist.
Bring loads, drivers, documents, risk and settlement into one system.
See how SOFTMS connects your operation from first dispatch to final settlement — across the United States and Canada.
Talk to Our Team
For trucking carriers across the United States and Canada.