Document vault
Carrier paperwork in one place instead of five inboxes
Broker packets ask for the same documents every time. The vault keeps each carrier's current W-9, authority letter, certificate of insurance, voided check, CDL, and signed agreement together, so you answer that request in under a minute.
- One card per carrier client, with what is on file and what is missing
- Documents arrive straight from the onboarding portal
- View links are private and short-lived
- Collected date shown on every document
Filled without data entry
Everything a carrier uploads in the onboarding portal lands in their vault file automatically, labelled by type. You are not renaming attachments or dragging files out of email — the paperwork files itself as the carrier completes the packet.
Knowing what is missing
Each carrier card shows the documents on file and the ones still outstanding, plus a next action you can edit. That turns compliance from a memory exercise into a short list you can clear.
- Required versus optional documents split out
- Editable next action per carrier
- Signed agreement stored with the packet
Handled carefully
Storage is private by default. Viewing a document generates a link that expires shortly after it is created, so a copied URL is not a permanent hole in your carrier files.
Common questions
What document types are covered?
W-9, operating authority, certificate of insurance, voided check or ACH details, CDL and medical card, the signed dispatcher-carrier agreement, and anything else you add as a custom step.
Can I store documents for carriers I did not find here?
Yes. Any carrier in your pipeline can be onboarded and get a vault file, whether they came from the feed or from your existing book.
Who can see the files?
Only your account. Carriers see only the portal they submitted through, and view links expire.
Start free with one researched carrier in your state. Growth is $29/mo for the CRM, onboarding portal, document vault, and expiration alerts.
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