Handouts

You may access the Handouts by clicking on the link below:

>>>   Freight Broker Training Handouts  <<<

The following is merely a list of each Handout in their respective Modules:

Module 1.0 – Organizational – Getting Started

3 Steps to Prepare for Your Trust Fund

 Forms of Doing Business

Contingent Cargo Q&A

Module 2.0 – Essential Tools of the Trade

Load Manager Spreadsheets for Shippers – BONUS

Load Manager Spreadsheets for Carriers – BONUS 

 Instructions for Database Templates 

Client Shipper Database Template 

Client Carrier Database Template 

Module 3.0 – Finding and Working with Shippers

Fax/email Cover Sheet 

Sample Letter of Introduction

Grant Letter – FMCSA 

Evidence of Surety Bond or Trust Fund 

Certificate of Insurance

Broker Statement of Position 

Shipper Info Request 

General Questions for Shippers 

Sample Estimate (Quote) for Shippers 

Shipper Order Form

Module 4.0 – PreQualifying and Working with Carriers

Fax/email Cover Sheet 

Letter of Introduction

Sample Payment Terms

Broker Statement of Position 

Broker-Carrier Agreement – BONUS

Grant Letter – FMCSA

Evidence of Surety Bond or Trust Fund

Carrier Info Request

Company Information

California CARB Requirement 

Self-made Shipper Confirmation

Certificate of Liability Insurance 

Confirmation for 100 weight (cwt), Lines 32 and 33 

Confirmation for Piece Rate 

Confirmation for Rate per Mile 

Confirmation for Flat Rate 

Lane Analyses 

General Questions for Carriers 

Module 5.0 – Business, Credit, Financial & Legal Issues

Sample Business Plan

Sample Shipper Invoice

3-Month Cash Flow Video Script

Sample Chart of Accounts

Monthly Cash Flow Projection – BONUS

Five-Year Cash Flow Projection – BONUS