TypeOnline Course
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freight broker training course

100% Online |  140 instructor guided video tutorials

Contracts & Forms are included for you to Download and Personalize

The Freight Broker Training Course is for those of you who wish to become an Authorized Freight Broker. Properly apply for your own authority and start your own Freight Brokerage. Here you will find guidance for maneuvering through the many different situations that you will find yourself in as a Freight Broker and ENTREPRENEUR.

Work personally with prospective clients. Practice prospecting for shippers, setting rates and scheduling loads. Learn the skills and knowledge that are required to start and maintain a successful Freight Brokerage.


Lifetime Support

License Filing Service 

Part of our service to you is showing you how to do all of this by yourself. Don’t buy training AND pay someone else to do this for you too!

+ 1 million Direct Shipper Leads

Some quality, some not – but you’re going to learn how to differentiate between the two!

Not a textbook

Yes, you may complete the training modules on your own time and whenever that is, we will be right here showing you what to do – even in CRISIS! 140 instructor-guided video lessons ranging from 5 – 20 minutes in length. 7 hours of lessons included.

FREE Transportation Management System included for 2 users

Learn how to use the software that Freight Brokerages use to organize customers, carriers, and loads.


For Brokers, our completion certificate will look nice hanging in your office. If you ever need to use us a reference on your credentials, you may reference us & we will explain your training to whoever is inquiring. Just have them give us a call or email us, please remember to give them the verification # on your certificate! There are also brokerages who will hire you as an Agent simply because you have completed our training course. You are not buying a certificate, you can earn one achieving >90% on the final test. There are (limited) retakes!

Freight Broker Forms and Contracts are included!

You do not need to purchase the contracts and forms separately. You will be able to edit the documents once you download them in order to personalize them for your business.

As a Broker, you will be able to hire agents to work under your license and keep a percentage of their profits. With our Premium Freight Brokerage Training Package training will be provided to you, any new agents that you bring on, those agents again with our sales training course, AND if you are interested in owning trucks of your own we will train your dispatchers too.

To avoid mistakes we suggest that you purchase this course before you start applying for your authority.

Freight Broker Training

Curriculum Outline

There are 21 sections in this course

I) The Structure of your Brokerage

  • Best practices for managing a successful Brokerage
  • Becoming asset based
  • Broker responsibilities
  • The Relationship Between Brokers and Agents
  • Agent requirements
  • Effectively employing Agents
  • Desirable Freight Agent Candidates
  • The departments and staff in a brokerage
  • Other Staff to Consider – Accounting/Payroll, IT, etc.
  • Choosing to work from your Home or an Office
  • Office supplies
  • Necessary Software
  • Software Administration
  • Strategies for Staying Organized
  • Creating, maintaining, and keeping detailed records of loads
  • The paperwork to keep & throw away, understand & correctly identify all of it

II) Set up your Freight Brokerage – Legal Requirements and Guidelines

  • Accounting Rules and Record Keeping
  • Misrepresentation
  • Rebating and Compensation
  • The D.O.T. (Department of Transportation)
  • The FMCSA (Federal Motor Carrier Safety Administration
  • Operating Authority – USDOT & MC Numbers
  • Common Carriers vs. Contract Carriers
  • Insurance Policies, Coverage, and Requirements
  • Errors and Omissions Insurance
  • Contingent Cargo Insurance
  • Insurance Providers for you
  • Examine when a broker is liable for negligence
  • ACORD Database
  • “proof of insurance” – the form
  • Adding Certificate Holders
  • The required $75,000 Freight Broker Bond
  • BMC-85 Trust Fund vs. BMC-84 Surety Bond
  • Why/when a carrier might “file” on your bond
  • Best practices for protecting your bond
  • Becoming a “Diamond Broker”
  • Finding a Freight Broker Bond Provider & Getting Quotes
  • Applying for your bond
  • Personal Financial Statements
  • Choosing the Legal Structure of your business
  • Register your business with the State
  • Obtaining your Process Agent
  • FMCSA Form BOC-3
  • Setting up a Business Checking Account
  • ACH Payment
  • SCAC (Standard Carrier Alpha Code)
  • Legal Steps *Checklist* for Starting your Brokerage

Contracts and Forms:

  • Bill of Lading
  • Broker Carrier Agreement
  • Broker Shipper Agreement
  • Co-Broker Agreement
  • Carrier Profile
  • Carrier Rate confirmation
  • Credit Application
  • Credit Card Authorization
  • Dispatcher-Carrier Agreement
  • Rate Confirmation Addendum
  • Shipper Load Sheet
  • Shipper Past Due Invoice Letters (1, 2, & 3)
  • Fuel Surcharge FSC Rate Sheet


III) Setup Packets

  • Your two setup packets
  • Read, Identify, Comprehend, fill out, and sign the Paperwork and Contracts
    • Proof of Authority
    • Proof of Bond
    • Workmen’s Compensation Hold Harmless Agreement
    • Request for Proof of Insurance
    • ACORD Insurance Certificate
    • NMFTA – SCAC Certificate
    • W-9
  • Setting up Customers
  • Setting up Carriers
  • References and Credit Checks
  • Improve your credit ratings
  • Why credit is critical for a broker
  • Checking performance ratings for Carriers

IV) Moving a Load – From Start to Finish

  • Companies involved
  • Responsibilities of the Transportation Manager
  • Communicating with the Shipper
  • Talk about freight like an expert – ask the right questions!
  • How shippers determine rates
  • Determine how much a shipper CAN and WILL pay
  • Negotiate rates
  • Accepting the Load
  • Selling the Load
  • Posting on Load Boards
  • Calling Dispatchers
  • Relaying the correct information
  • Overcoming common objections
  • Booking the Truck – information to exchange & getting set up
  • How to Read any Rate Confirmation
  • Necessary data entry
  • Building Rate Confirmations using TMS
  • Repercussions of failing to be detail oriented
  • Setting Appointments
  • Dispatching Drivers
  • Keeping your Drivers Legal (hours of operation)
  • Making Check Calls
  • Preparing-For and Dealing-With Errors of a Load
  • Consignor and Consignee Procedures
  • Produce Procedures
  • Problems that may arise during a load
  • Standard Detention & Layover Rates

V) Carriers

  • Trucking Company Staff
  • Trucking niches
  • Pre-qualifying Carriers
  • Checking Safety Ratings
  • Communicating with Dispatchers and Drivers
  • Dispatcher Responsibilities
  • Driver Qualifications and Responsibilities
  • Working with Owner Operators
  • Developing a Network
  • Lease Programs
  • Reasonable Compensation
  • Operating Costs & Expenses
  • Load to Truck ratios
  • Spot market rates
  • Why rates fluctuate
  • Checking the National Average Fuel Prices
  • Accessorial Charges
    • Fuel Advances
    • Claims
    • Com-check fees
    • Detention
    • Driver Assist
    • Fuel Surcharges
    • Gate/Lumper Fees
    • HAZMAT shipment
    • Holiday Charges
    • Layovers
    • Line Haul Amendment
    • Missed Appointments
    • No check/empty call
    • Quick Pay
    • Rate-increases
    • Re-consignment
    • Re-delivery
    • Return Delivery
    • Scale Tickets
    • Stop offs
    • Team Service
    • Tolls
    • Truck Order Not Used
    • Unloading
    • Visa Fee
    • Etc.
  • Intermodal Capacity
  • Rail Carriers
  • Intermodal Brokers
  • Rail rates vs trucking rates

VI) Cash Flow

  • Extending Credit to Shippers
  • Developing Good Business Credit
  • Chart of Accounts
  • Invoicing Shippers
  • Formatting Invoices
  • Overdue Invoices
  • Explore accounting programs
  • Paying your Carriers
    • Quick Pay Policies
    • Fuel Advances
    • COMdata codes & T-Checks
  • Establish Payment Terms
  • Agent Commissions
  • Consequences (Process) for Brokers who don’t pay

VII) Factoring Companies

  • Pros and Cons of Factoring your Bills
  • Choosing a Factoring Company
  • Types of Factoring
    • Confidential Invoice Factoring
    • Recourse Factoring
    • Non-Recourse Factoring

VIII) Dispatch and Software Tools

  • Choosing a Company Database

XI) Making Money

  • Searching for Direct Shippers
  • Finding Freight
  • +1,000,000 Direct Shipper Leads
    • Subscription Directories
    • 7 Industrial Search Engines
    • 8 more online resources for finding customers
  • Transportation Managers
  • Building Relationships
  • Referrals
  • Getting through the Gate Keeper
  • Phone Scripts
  • Downloadable (printable) cheat sheets to refer to so you don’t miss any details!
  • Rate Negotiation Tactics
  • Profit Margins
  • Following Up
  • Customer Service BEST PRACTICES
  • Professional etiquette
  • Answering the Phone
  • Setting up an email signature
  • Competition
  • Protecting yourself from back solicitation

XII) Niche Markets

  • Industries & Markets that rely on the Transportation Industry
  • The Types of Equipment
    • Design Specifications
    • Available Dimensions/Standard Dimensions
    • Features
    • Commodities Commonly Transported
    • Weight Limits
    • Permits
    • Adding produce vents
    • Finding Pallets, Towing Services, Scales, Rest Stops, Truck Washes, & Warehouse space
    • Temperature recording systems
    • Tattle Tales
    • Bulkheads
    • Dunnage
  • Commodities to Transport (so many)
  • Finding Shippers Reading Packaging Labels
  • Seasonal Commodities
  • LTL orders
  • LTL Rates

XIII) Finding More Carrying Capacity

  • Effectively Utilizing Load Boards
  • Refreshing Posts
  • Searching for Trucks
  • Using Multiple Load Boards
  • The BEST Load Boards
  • Load Board Walkthroughs
    • DAT
    • Truckstop.com
    • Carrier Depot
    • Post Everywhere
  • Deadhead & Reverse Deadhead
  • Your Company’s Database – Creating Efficiency
  • Networking Tools and Strategies

XIV) Establishing Freight Rates

  • ACCURATELY Calculating Rates
  • Spot Market Rates
  • Minimum Day Rate Charges
  • Quoting and Bidding ‘Lanes’
  • Rate Matrices
  • Choosing a Rate Matrix
  • R.F.P.’s
    • Who uses these
    • How to fill one out
    • Short-cuts for filling one out
  • Analyzing Market Trends
  • Equipment Indexes
  • Trustworthy Market Data Trend Resources
  • Finding Accurate Market Data and Info
  • Seasonal Rate Fluctuations
  • Dedicated Lanes
  • Circular Lanes

XV) Double Brokering

  • Your Legal Rights
  • Managing Liability
  • How you can do it safely
  • Actions to take if your load is brokered
  • Preventing and Confronting Back Solicitation

XVI) Working with Ports of the United States, Canada, and Mexico

  • Customs (International Shipping)
  • Dual Authority
  • PARS
  • Cargo Examination Procedures
  • TWIC Cards
  • TWIC Escorts


XVII) Day to Day Business

  • Your Daily Routine
  • Responsibilities
  • Overcoming Challenges

XVIII) Setting up your Company Website

*You don’t necessarily NEED a website for your brokerage, but if you call DOLE (for example, a huge shipper) asking to get set up with them, it is likely that the transportation manager will ask you to email him/her your setup packet and website address so that they can check out your company. Many Freight Brokers make 6 figures without a website.


XIX) Business Plan Outline

XX) Transportation Management System Software Training – AscendTMS

  • Dashboard overview
  • How to build a load
  • Load management process
  • Posting loads with the software
  • Driver Track & Trace and Check Call Management
  • Customization and Settings
  • Set up agents working from a remote branch or location