THE FREIGHT BROKER PROCESS VIDEO PART 1 Freight Broker Training www.BumbleBeeDispatch.com

Alright guys, today we are going to talk about the

freight

broker

process

, you will learn the entire

freight

broker

process

from start to finish and the first step is to get your carrier which is also known as your client which some people refer to. refer. As customers, some people refer to them as carriers and if you don't have any carriers, you don't have cargo to move, you're not making money, so you're very successful in brokering more carriers. The more cargo you have to move, the more money you can potentially make in this business, especially if you want to quit your full-time job and want to do it full-time, you'll have to. just hurry up and get those clients or carriers, so I'll show you a technique to find carriers.

There are several different ways you can obtain carriers. This is just a way to let you know that you can do it however you want. sender, so since I live in Georgia, I'm going to look at the Georgia Chamber of Commerce and you can also do this for any state, not just Georgia, you have Florida, South Carolina, North Carolina, New York, I mean, any state you can go to the House. of Commerce and you want to search your member directory Now, each state your website may look a little different, so you may have to do a little browsing to find what you're looking for.

Okay, then let's look. by business site, what we are looking for is the manufacturing area, okay, here goes the manufacturing. You can click on any of these and call the company and I'll look for a little bit more results, so I'm going to go to the next page on the right to make 57 results that are already the first in st. threads and textiles, they have some of them here, so let's go with the first one on a chat tour of Georgia. I was sad to let them click on it, so what I normally do, before I even call the movers, I try to plan my list.

I try to write to my caller in this class, we want you to make at least a hundred callers a day, so every day we want you to at least make contact with 100 callers at night, you can go ahead and make your list of who they are . If you will contact that next day, you will also need to provide updates. Ok, every company you contacted. Which it was the result? Did you send a package? Did you leave a voicemail? Did you not receive a response? If you sent a package, you want to create a separate spreadsheet. for all the people that you send a package to and I'll follow up with them weekly, you know, every week follow up with them until they add you to that loading list or until they tell you, hey, we don't need any more brokers, We'll just call.

You don't have to call us, so get out of threads and textiles. I'll go over here to an Excel spreadsheet and we'll keep it simple: chipper name, address, website, email, and basically sometimes you would have to Google some of these senders and sometimes you might have to Google some of these senders to get their address, so basically this will be my cover. You know, while I'm searching on Google or the Chamber of Commerce website, I'll put in the company name their address phone number if they have a website an email address and then these other boxes I would leave blank.

I'll probably put a comment section and also every time I contact that company I'll put that date, so let's say I contacted them let's say today is February to do something and if you want to leave a space down there, you can put what the comment I loved , message left or package sent and you can also do Espie Espie or you can do day espy etc. that day you contacted them the package was sent or that day you contacted them LM you left a message or there was no response and then if you contact them say March 1st you can send the package that way and you can stay up to date. with the status of all the people you call, but you know I have some people who make 200 calls a day, a hundred is just what we require, but again, 200 calls a day is going to be really incredible if you're really trying to get out here. and get some freight forwarding, get some freight forwarding make some money and make this a career and you have a lot of flexibility and brokerage so you know you'll be able to work on your own time but I'll tell you it's very difficult get carriers. or clients and in the beginning you want to work as hard as you can to get these carriers and get these clients that way it will pay off in the end so basically this is something I would do, I mean you can format this any way. you like it, you know, make it look pretty or however you can, highlight it and you can do something different that you want to make it good for you, okay, so this is just an example, but please try to have some kind. of organization when you're creating your list that way you can save this on your computer you can open it and you can remember hey, when I contacted you on this date, this is what happened or this is who I spoke to or you know whatever If you want to put your notes, okay, done, so now there's another way to find shippers and you guys may have already seen my

video

on how to find shippers, but another way is I would just type in, let's say lumber manufacturers in Georgia, okay, so Google will do it. call a few companies, some may actually be a store, but usually they would tell you like here was Georgia Hart, it's a hardwood store, that doesn't mean you can't contact them and see if they use trucks, they probably have shipping southeast and lumber that would probably be one, you can also click on more places, but look here Southeastern Lumber Manufacturers Association.

I'm pretty sure you can probably go there and look at their member list, you can click on more places you really have to get creative when it comes to finding Burt Lumber Company Southeast Lumber Haulers. I will call you. Do you see plywood in Longford here? You can also spell steel and you don't have to in Georgia. You can do it in any state. You see all these different companies that pop up, these are companies that you want to get in touch with and these are advanced steel technology companies. Okay, you want to take your name.

Put it into your Excel spreadsheet. Phone number. It could include an address or you can just go to Rome, Georgia. Go to your website on your website. information, this is your homework that you are going to do every night, every night, you need at least 100, if two are, you get 200, that's great, okay, so you want to put all these companies here and you're in your spreadsheet and they have different pages, so it's easy to get a hundred right, so basically I'm not going to spend too much time finding carriers, so once you've found a carrier, the next thing you're going to do is go ahead and email that shipper, let's go here to the email we're going to click compose and I don't have an email address.

Alecia says this is my sender information on the bumble bee submission, okay so let's say that's my sender and you. I can make transportation or transport available for your company, I mean put something in the subject line, whatever you choose, it's fun, I'm not really picky, but let's say about all of us, okay, so if you physically talk to the line in which they sit. two pack package get the names of those people and you can make it more personal um let's say Frank Hi Frank, it was a pleasure speaking with you today. Attached is our company package.

Fill out the one-page customer form and review our information, don't forget. to add us to your available loading list we will get in touch raising 48 and you can do it sincerely or you can do your name, it doesn't matter um and then what you're going to do you're going to go to your attachment and you're going to attach that client package now again, this is just an example, you guys can send your email however you want, you know what's good for you, how it suits you, this is just an example of what we do, you'll click on your attachment and then what will send you is a client package and this is what our client package looks like right now.

The one page customer form we ask you to complete is your company name address the day your number was established E In if they have a Duns number that is on you know the bank represents business references so you don't have a phone number here, so if you want, let me know before they deliver it. or before you give it to me, email us that phone number or write it here somewhere convenient. Basically this form is used to establish credit for that shipper, so you have most shippers who pay within 30 days, however, you have a few. that they can pay in more than 30 days, it can be 90 days, 3 months before you pay, so what we try to do is check their credit rating and we give them a lot of credit with our company, so you may have a sender, we can say.

Okay, you have a $10,000 credit with them once they start paying those invoices, so you know we'll see how they pay, especially if they're a new company and we don't really know how they pay, so this is it. in your package you have two one page client forms, some of the clients won't fill it out, they may just search for it as a profile of your company or a resume of your company and we can accept that too and that's fine, um. If you don't send anything then we will need your name, address and phone number so we can search for you, that will be the minimum.

Well, this is our company's information package. This is something that the client approved for our company. name address NC number tax ID telephone number fax email all this is what you are going to need for your packaging so this is what is in the package it has our banking information our insurance on our deposit it also references okay, it shows them a copy of our insurance or we have the liability of 1 million they require, so it shows a copy of our insurance, our insurance company, they need to contact someone there, etc., it also shows our W and information, also in this package . it's a copy of our surety bond, every brokerage has to have a minimum of seventy five thousand for a surety bond, so this shows them, hey, we have our surety bond, it shows them that then it shows them a copy of our authority. , so all of this is required and it's just a package that you will send to your client in the email and we will send you this package, you will attach it to the email and that is what you will send to him, so you will click on the file attached, it will add that package and send it to you.

I would go to your sales for it and let's say you shipped a package on March 1st, then you should follow up with that company within a week, so the next time you follow up it should be at least 3/8 if not So. It doesn't fall on a weekend, that's fine and you need to put in your comments and that's how you keep it organized, so you sent your boat by a shipping package and you received everything they sent, they received it, so now your shipper has sent you sent something called cargo. list with their available loads and this is one of my carriers, they have several loads, not all carriers' loads will be like this.

Keep in mind that this

part

icular carrier works with multiple brokers, these carriers you are calling, not the first broker that called them, probably received tons of phone calls a day so that multiple brokers could earn their business, so the carriers they You're getting multiple brokers, it's one thing when your carriers send you that list. go ahead, release it, release it, release it, so what we're going to do, we're just going to pick one of the loads and we're going to show you what happens next, so this is all in its phase one and phase one will basically communicate with carriers and tell them to add it to their available location.

If you are building your list of carriers starting with freight broker

training

, you can be in phase 1 for 3 weeks. you can be in phase 1 for a month you will be working on getting carriers as soon as you have a carrier the next step or phase 2 is posting to the upload board so this is a list of carriers again so i what we're we're going to do we're going to post these uploads to a low board we're just going to do one because I have a

video

on how to post it to the upload board so you can watch it later so basically this is my senders list this it is for flatbed and this is the origin is low it will be picked up in Chapman Alabama it will go to Tampa Florida that is where it will be delivered until the day it will be ready for pickup is February 213 however you can post 1314 I know maybe even 15 um, they have these eight posts, but it will stay up here.

It's not good anymore, this is mileage 441, now thiscarrier is paying $900 ok since it is a flatbed load it requires tarp this is what the yes is. because at this

part

icular shipper, a six or eight foot tarp is fine, they don't care if it's an eight foot fit divider, but it does require tarp, if it didn't need tarp I would say no in this box for this particular shipper, all of their carriers, the load will look different, they won't look the same, okay, so Chapman Alabama to Tampa Florida is at 13,441 miles paying 900 tarp required for all lumber loads.

This is also a lumber hauler, so all the lumber goes. to be, they have to be able to scale 48,000, so now what we do, we come here to the truck stop, that's what we use, we're going to post that low click in a new post, my internet is a little slow, so this it's a single post and I'll go over the multiples with you as well, so I usually use a single multi post on that carrier because they have a lot of freight, but I like to go ahead and enter, you know, at least 50 loads at a time and ship it for let it be chapman alabama it will go to tampa florida it is a platform sometimes i do fsd that means it could be a flat platform or a tiered platform as long as the tiered debt can scale 48,000 ok the amount field you could enter them here, but it is not necessary that most runners do not pick up the date, they set February 13, but since I am making this video on the 16th, I cannot go back. until the 13th, so I'm only going to do it for Thursday and Friday.

I think it was 444 miles and 48,000 weight because it's wood, if you have LTL freight less than a truck, let's say you get a customer and they tell you just let's go. to use it it'll just be 20 feet of faith, you could click right there, maybe it could go on a hotshot, it really depends, that's all, if you had LTL freight you would change that output because it wouldn't be a full truckload. but one load of wood will be a full truckload if you want to include any special information because it requires tarp you can make a fire stick or foot tar no need ok so what are we going to do?

Do the next thing, we'll post it, so now our load will be on the low board for the operators to call and you know, check that load, okay, so what I'm going to do, I'm going to search. my load this is what the truck stop looks like two transporters are the shruts up but it's just a transporter version so the transporters go to the load board to find a load okay so let's put the chapman Alabama I'm a transporter I have a flat rig and I want to go to Tampa Florida like a pewter speed thing okay so here's Bumblebee we just posted it when you post loads here where it says H it will show how new that load has been posted Okay, here's another runner.

DSV UTI are also posting the same move from Chapman Alabama to Tampa Florida so they are dealing with this same carrier we are ok so when you post Lowe's anything you post at night will show that this low is not posted. for an hour telling you more hours, most people don't even call you, to be honest, okay, so this is what the carrier says, come to the company, bumblebee, the phone number, the pickup date, so they can click on the loan. let's click on it I want this load so once you click on the load this is what the carrier will see the identifier name is Kortney contact Courtney phone number fax number all Chapman Alabama to Tampa Florida platform or step for equipment write pick up date Full Truck Load 48,000 if you have any special information like your name and number requires the 30 foot city tarp it will be in this box so when Carrie is interested in that load they can go ahead and call you , so that's just what it looks like on the trader on the trader size, so now that you have your post down, you want to go back to the broker side, you have your post down, you get a call from a trader, you get a call from a trader. and they tell you: Hello, me.

I'm calling about your freight from Chapman Alabama to Tampa Florida. Basically you want to tell them about the load, so what I would say is a forty-eight thousand load of lumber with the weight that requires six or eight feet. To start, if you know the pickup times and you've been dealing with the carrier and you know what time the pickup times are, you can tell them you can pick up from eight to four, maybe it's first come, first served, maybe you have to. make an appointment if you have to make an appointment, you want to let them know, okay, appointment required or delivery required, appointment, um, pick up today from eight to four, deliver tomorrow from seven to three and we have a rate of eight hundred and it's four hundred Forty-four miles, okay, so you might get several phone calls, they might come by and ask you for more if that carrier pays $900, can you offer them more money if you give them a rate of eight hundred, of course?

Can all this be part of the negotiation? So what would I say to them? Know? Can we do 825? Maybe you know. If they accept and are okay with that 825, the next thing you want to do is get information from them so you can book this love, so what I always do is get the name of the company, their emcee number, which is their number with the federal carrier at the FMCSA, their MC number to indicate that they have their authority right there, MC number below. the name of the person you spoke to, who you are booking the load with, who is calling you for this load, your number, do you have a direct number, do you have an extension, write all that down and the email address you can send them to a package, okay? once you have all that information, you're going to go back to your email, you're going to type in all the information, she's going to go to your email, you're set, okay, first we're going to look at a trader and I use the Russell, he's one of my traders, okay , I'll put it in the carrier package in the subject, okay, basically, you'll get the email address that you received from the carrier, you'll put in a carrier package in the subject of the email, you'll say Hello, please attach our carrier package.

Complete every time. Also make sure you have your insurance company with us as the certificate holder. Basically, they need to add us to their insurance as a certificate holder. We cannot give you a rate confirmation until this is done and then. I would click on the attachment and add that I would send them the package from the carrier. Okay, so let's go over what the carrier's package looks like. Basically, this is our information sheet, company profile sheet on the carrier, they are the MC number, federal tax. ID name address phone number fax email contact person you can feel this insurance doesn't matter because we're going to get a copy anyway okay we have a stockbroker agreement you need to fill out this okay this is your payment set up many Companies use something called a factoring company if they use a factoring company, we need to know who we pay, we pay you or we pay your factoring company, so we need to know who to pay, okay? this is your payment setup, this is basically something we use for our factoring company, if we are going to pay you a one day severance payment, we charge five percent, we can mail a check or we can do a CH, excuse me Guys, it's almost five in the morning and I'm a little tired, so excuse me, Arnie, um, if you want direct deposit, this is a direct deposit enrollment form.

We will also need a voided check and these are our payment terms many times. They are going to receive shipments, they are going to ask them how they pay, how do you say, very good, show what we need, we need to invoice with the name of your company and address a late confirmation in all the procedures, a bill of lading, which is what you have. and some people refer to it as proof of delivery and if they have any downloads and receipts if they had to pay a little or when they went to the docks if they have any stopover tickets that we can reimburse them for, well, some of your shippers may say: "We need the originals before we can pay." If so, be sure to include it in the rate confirmation you send to your carrier.

Well, what we have is a seven. fast pay per day we charge a three percent fee one day click pay at 5 percent or standard and on the day 20 days actually our days to pay are about 9 days right now so I want to say we are very above the 20 day mark, okay? the w-9 form is they don't have one, they can fill it out sometimes they'll just send it there. This is a copy of our authority again, our information packet so you have it on file and a copy of our insurance now when the carrier sends you your insurance, it will look like this it will have the name and address of the bumblebees showing that they are holders of a certificate, if your provider does not do this, your insurance will look like this, this is your insurance contact name, phone number so you can call that representative and/or Send them an email and tell them: "We need you add us as a certificate holder for your client, a B and C truck, our company information is this Sometimes you may have to call the insurance company to get them to work on it faster, but you can't give them a. confirmation of rate without and also in that package there is a copy of our bond so that the carriers have a file, okay, so that is the basic carrier package that we will send to you, you will attach it and send it to your carrier, who It is ready to be placed. load the next step is you are going to call your carrier call your carrier and let them know what load you would have booked so I have my carrier on the grass on the line hey my name is Courtney with bumblebee and I'm calling.

To book the Chapman Alabama to Tampa Florida for today, okay, they'll ask you maybe for your email address, especially if you're a new rider, maybe they'll give you this list and you'll post it and book it. then you will have to give them the email address that is on the rate confirmation, so your shipper will send you a rate confirmation for the upload. The rate confirmation they send you is the bumblebee rate confirmation, it doesn't go to the carrier, they will create a rate confirmation for that carrier, okay, let me see the second one on Mickey, sign your hand, okay, let me see if I can find one for you here's one here okay this is a rate confirmation for one of my carriers and This is what it looks like so your shipper will send you a rate confirmation.

This whole Bumblebee spam is responsible for this level. They are given the burden they have for Bumblebee. Okay, he tells you where he's picking up and where. it's the pick up driver it's Hertz it has some minimums it can have multiple pits and multiple stops some minimums can have two pick ups and one drop off so this shows you where that driver is picking up this is this pick up number right under the sea - eight - nine hundred this is where the delivery is made - on the delivery number is ok the contact number where you are picking up weight is the contact person in Idaho Forest it is the first conference we do, as SCSS they are open Monday to Friday it suits 4:30 is fine delivery don I don't have any contact information, but you will need all of this when you are creating your rate, when you are creating a rate cut, it also tells you how much they are paying and in the next video we are going to do the confirmation of rate, let's take a break here, let's go ahead and create the rate confirmation and do the rest of the freight forwarder process.