BrokerBot monitors your inboxes, customer portals, and connected freight sources. When a load matches your rules, it creates the shipment in your CRM, advertises it to carriers, handles initial responses, and prepares the transaction for your broker.
Your pricing rules. Your carrier standards. Your final approval.
No rip-and-replace implementation required. BrokerBot works alongside your existing systems.
Illustrative workflow. Rates, carriers, and timings are examples.
BrokerBot watches designated freight sources at the intervals you choose.
Qualified opportunities enter your workflow without waiting for manual review.
Unclear conversations are routed to your team or an on-demand operator.
You set lanes, rates, margins, carriers, approvals, and exceptions.
A load appears in a customer email or portal. Someone evaluates it, enters it into a system, calculates a carrier offer, publishes it, monitors responses, negotiates, verifies details, prepares documents, and updates the customer.
Every manual step creates delay. During that delay:
BrokerBot compresses this sequence from a collection of manual tasks into one supervised automated workflow.
BrokerBot operates as a coordinated group of specialized bots. Each performs a defined part of the brokerage process and passes structured information to the next stage.
BrokerBot watches approved sources for new freight — continuously, at the intervals you set.
Every opportunity is scored against brokerage-defined rules before anything else happens.
Qualified freight becomes a record in your system of record — populated, not stubbed.
The carrier offer goes out through approved channels, under limits you define.
BrokerBot conducts the initial transaction conversation and gathers what the load needs.
Two clean endings — never a dead end.
CRM and TMS updated, transaction record assembled, and a concise approval package sent to the broker.
The conversation is handed to a person with full context — nothing is guessed and nothing is lost.
Customer freight rarely arrives through a clean API. It shows up in an email, a portal table, a spreadsheet attachment, or a page someone has to keep refreshing. BrokerBot monitors where freight actually appears, extracts the details, and records exactly where and when it was found.
Scans designated inboxes for new load tenders, quote requests, attachments, and customer updates.
Browser-based agents check authenticated customer portals on the schedule you define.
Extracts shipment information from supported spreadsheets, PDFs, and structured documents.
Filters opportunities against your lane, customer, equipment, timing, and margin requirements.
Candidate loads are compared against existing records before a new opportunity is created.
Every automated action retains its source, timestamp, extracted data, and decision history.
Instead of recreating the same advertisement across load boards and carrier lists, the broker defines the sourcing strategy once. BrokerBot publishes, monitors, updates, and closes advertisements according to those rules.
Create offers on connected load boards, private networks, email campaigns, SMS workflows, or internal carrier databases.
Start at your preferred carrier rate and step up within authorized limits when market response is thin.
Different strategies for different customers, lanes, equipment types, appointment windows, or service levels.
Contact preferred and previously successful carriers before opening the load to broader channels.
Remove or mark advertisements as covered the moment a carrier is selected.
Record which channels, rates, and outreach methods produce the fastest and most profitable outcomes.
Most carrier conversations open the same way: is it still available, what's the rate, what equipment, when does it pick up, is the appointment firm, what's the commodity, can the rate move. BrokerBot answers from the verified shipment record and your approved negotiation limits.
Below your configured threshold, BrokerBot stops and hands the thread to a person rather than improvising a commitment.
Freight transactions aren't always predictable. A carrier sends an unusual request, an unclear message, or conflicting information. BrokerBot should not guess.
When confidence falls below your threshold, the conversation routes to whoever you designate:
BrokerBot automates what it understands and surfaces what deserves human judgment.
Closing the carrier is one part of the workflow. BrokerBot coordinates the administrative work that follows the agreement — within your systems and your approval policy.
Automated preparation does not mean uncontrolled execution. The confirmation waits for a broker.
Monitor more customer sources and react to opportunities that would otherwise sit unseen.
Each broker supervises more active opportunities without performing every administrative action.
Apply consistent pricing rules and stop negotiations before they exceed approved limits.
Respond to customers and carriers faster while running a consistent operational process.
Controls apply at the company, customer, lane, user, and load level. Set a different level of autonomy for every workflow.
Connect BrokerBot to supported systems through APIs, email workflows, browser automation, structured imports, or custom integrations.
Categories describe supported integration patterns, not endorsements. Specific systems are evaluated per workflow, subject to available access methods and applicable platform terms.
A brokerage serves customers that post freight to separate websites throughout the day.
BrokerBot monitors each approved portal, identifies matching opportunities, and creates a standardized internal record.
Load tenders arrive through a high-volume shared email inbox.
BrokerBot extracts details, distinguishes new opportunities from updates, applies your rules, and sends qualified freight into sourcing.
Customers publish freight outside normal business hours.
BrokerBot monitors the source, prepares matching opportunities, begins approved sourcing, and wakes an on-call broker only when needed.
A customer publishes a large number of similar loads with repeatable requirements.
BrokerBot applies established lane, pricing, carrier, and documentation rules to each opportunity.
Some loads need broader sourcing or staged rate adjustments.
BrokerBot moves through predefined sourcing stages and escalates once the authorized strategy is exhausted.
The brokerage wants to prioritize carriers with successful lane history.
BrokerBot identifies matching carriers, runs outreach, and opens the load to wider channels only if the preferred network is quiet.
Enter your own numbers. Everything below is computed live from what you supply.
Results are illustrative estimates based on the information you supply. Actual savings, load volume, coverage rates, and financial results depend on implementation, market conditions, workflows, and brokerage performance.
Autonomy is earned one workflow at a time. Every phase is reversible and observable.
Document how the operation actually runs today.
BrokerBot watches and recommends, taking no external action. You compare:
BrokerBot performs approved administrative actions while brokers approve the sensitive steps — publication, negotiation outcomes, and rate confirmations.
Selected workflows run automatically when every condition holds:
Review performance and refine:
Restrict access and bot authority by user, team, customer, or workflow.
A timestamped record of every automated action and every human approval.
Link extracted shipment data to the email, page, document, or system it came from.
Require human authorization before any sensitive action leaves the platform.
Securely manage access to connected customer portals and operational systems.
Separate customer, carrier, and brokerage information by defined access policy.
Store the messages and decision context attached to each transaction.
Pause an individual bot, workflow, customer, integration — or every automated action at once.
Escalate whenever BrokerBot cannot complete a task at the confidence you require.
BrokerBot provides workflow automation tools. Brokerages remain responsible for carrier selection, pricing decisions, contractual obligations, regulatory compliance, customer commitments, and the accuracy of information submitted through their accounts.
If your question involves a specific system, portal, or customer arrangement, it's worth a workflow review rather than a generic answer.
Ask it on a demo callSee how BrokerBot monitors your freight sources, qualifies opportunities, sources carriers, manages initial conversations, and prepares transactions using the rules that already govern your brokerage.
The first conversation is a workflow review — not a generic software presentation.