Carrier onboarding software. Native to Salesforce.
Collect carrier information, required documents, insurance details, agreements, signatures, and approvals through one connected workflow.
Step 1: Carrier Information
Review each section, then continue to documents.
By checking the box below, the signer confirms that the carrier agrees to the broker-carrier onboarding terms and authorizes submission for compliance review.
Step 2: Upload Required Documents
Use the simulated controls to complete this preview.
W-9
Not addedMC Authority
Not addedCertificate of Insurance
Not addedBroker Carrier Agreement
Not addedSignature
Draw, clear, or save the sample signature below.
Carrier information submitted for review.
This is the final confirmation state in the interactive preview. No information was transmitted.
From carrier application to operational readiness.
FTM Carrier Onboarding replaces scattered PDFs, email threads, and manual follow-up with one structured Salesforce workflow.
What is carrier onboarding software? It is the workflow used to collect carrier information, documents, agreements, compliance details, and approvals before a carrier enters the network.
Carrier information
First, the carrier completes the structured application through the portal.
Required documents
Next, the carrier adds the W-9, MC Authority, Certificate of Insurance, agreement, and signature.
Compliance and approval
Then, required checks and reviewer decisions are recorded against the carrier.
Ready for the network
Finally, the approved carrier can move into sourcing and execution workflows.
Everything needed to complete carrier onboarding.
The full portal remains detailed for real operations. However, the workflow stays clear because every item belongs to one carrier record.
Structured information instead of email attachments.
Carriers enter their company, contact, address, operating, insurance, and agreement information through the same guided process.
- Required fields can be completed before submission
- Operational details stay connected to the carrier
- Carriers move through two clear portal steps
Required files stay with the record.
Checks follow the same governed path.
Compliance-provider results and internal review can be recorded with the carrier, so status is visible before activation.
Route higher-risk decisions to the right reviewers.
Approval rules can involve multiple reviewers when needed. Each decision and its history remain connected to the carrier record.
Approved information becomes operational data.
Once approved, the application, documents, status, and history stay together as a structured Salesforce carrier record.
Move approved carriers into sourcing and execution without rebuilding the record.
The same carrier data can support Private Loadboard opportunities and Dispatch Console workflows after onboarding is complete.
One carrier record, not another disconnected system.
Every onboarding action becomes part of the carrier record. Therefore, documents, compliance history, approvals, sourcing, and execution do not need to be reconciled across separate tools.
Catch onboarding gaps while they can still be fixed.
The value is not more paperwork. Instead, it is a clearer decision about whether a carrier is ready to enter the network.
Missing documents
Required items can be identified before approval, rather than after a load is assigned.
Insurance visibility
Cargo and liability amounts and expiration dates remain visible with the carrier information.
Expired documents
Expiration dates remain visible so renewals can be addressed before a required document lapses.
Consistent approvals
Each carrier follows the configured review process, while higher-risk approvals can involve multiple reviewers.
Unauthorized carriers
A carrier cannot reach the connected network without completing the required onboarding and approval path.
Connected history
As a result, new team members can see the application, documents, compliance status, and approval history in one place.
Core workflows can go live in as little as 14 days.
Timing depends on onboarding requirements, approval rules, document needs, and implementation scope. In addition, FTM includes Salesforce Enterprise licensing, so an existing Salesforce subscription is not required.
One onboarding record. Clearer decisions for every team.
The same governed process gives each team the information it needs without creating separate copies of carrier data.
See what is complete.
Required documents, status, expiration details, and approval history stay in one place.
Reduce status follow-up.
A clear application path makes it easier to see what a carrier still needs before activation.
Use approved carrier data.
Carrier readiness is visible before freight is sourced or assigned.
Scale a consistent process.
Salesforce reporting shows onboarding status as the carrier network grows.
Questions teams ask before rollout.
These answers cover the carrier-facing portal, Salesforce workflow, approvals, and connected carrier network.
See FTM Carrier Onboarding with your workflow.
Bring your current requirements. We will show how applications, documents, review, and carrier records work together.
