Feature Detail
Broker Contact Notes and Relationship Tracker
Private carrier-side broker contact notes for tracking broker companies, contacts, lanes, notes, trust signals, revenue history, and follow-up timing.
Access type
Available for protected carrier-side broker contact workflows; public demo uses fictional broker records.
Open Matching DemoDiscuss Partnership FitWhat it is
A carrier-side relationship database for broker contacts and company records.
Who uses it
Carriers, owner-operators, and dispatchers organizing brokers they work with.
Problem and value
Problem: Broker relationships often sit in phone contacts, notebooks, email threads, and spreadsheets with no follow-up discipline.
Value: Entirety360 Core helps turn broker memory into searchable, rated, follow-up-ready carrier-side contact notes.
Launch availability
Available at launch where listed for the user’s role and plan. Public pages provide explanation and fictional demos; protected member features require sign-in and role access.
Ownership and providers
Core workflow organization is Entirety360 Core-owned. External data, delivery, insurance, factoring, routing, traffic, messaging, calendar, and provider services may involve approved third-party providers, and separate provider fees may apply.
Safe demo displays
The matching demo uses fictional records, local demo actions, and sample status updates only. It does not expose protected records, real contacts, payments, SMS, private documents, or protected controls.
Information the user sees
- Broker company
- contact name
- phone/email
- status
- relationship rating
- pay days
- loads booked
- revenue
- tags
- preferred lanes
- notes
Information the user can add or change
- Add or edit broker
- relationship status
- notes
- ratings
- preferred lanes
- follow-up reminders
- tags
Realistic workflow
- Add or import broker contacts
- tag lanes and freight interests
- record last contact
- set next follow-up
- review overdue follow-ups
- use broker history before accepting freight
Screen layout
- Search/filter panel
- broker cards
- detail side panel
- rating summary
- notes/history area
- follow-up reminder area
Actions available
- Search brokers
- open broker detail
- add notes
- rate relationship
- set reminder
- filter by status
- prepare CSV export
Reminders and alerts
- Next follow-up
- overdue follow-up
- relationship check-in
- opportunity follow-up
Import / export status
CSV import/export is appropriate for broker contacts. XLSX should be labeled only when implemented and tested. Formula-safe CSV export should prefix risky values.
Next step
View the Carrier or Dispatcher demo and open Broker Relationships.