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Broker operations
End-to-end broker operations

Move one customer order from intake to everyone paid.

Follow one synthetic order through intake, carrier coverage, customer tracking, paperwork, invoicing, and carrier pay. Every scene keeps commercial data redacted.

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Order 7842 workflow
  1. 01Order in
  2. 02Cover
  3. 03Track
  4. 04Paperwork
  5. 05Pay + invoice

One broker-operations flow

Follow the load from intake to reconciliation.

AI supports repetitive intake, offer collection, status, and document checks. The broker team owns customers, margins, awards, and exceptions.

Order-to-payment workflow progress
01Order intake

Turn portal, EDI, or email intake into one load record.

When order details live in an inbox, the team has to rebuild the load before coverage can start.

Customer orders enter through a portal, EDI 204, or email. AI can structure repetitive intake while the record remains reviewable by the team.

The load is ready for coverage without another re-entry.
02Coverage

Post once and compare offers in one place.

Coverage tracked in spreadsheets and group chats leaves the award outside the operating record.

Distribute the load across connected load boards and the private Vektor network. Offers from AI calls, email, and magic links return to the load for comparison.

The broker sees boards and inbound offers around the same load.
03Track for the customer

Send status back without a check-call relay.

The broker becomes the middleman for every “where is my load” request when progress has no customer path.

Tracking, ETA, and exceptions stay with the awarded order. A tracking link can share progress with the customer outside the workspace.

The customer can follow the order while the broker team handles exceptions.
04Paperwork

Send the rate con and bring the POD back.

A missing POD keeps the team chasing paperwork before the order can close.

The signed rate con and POD remain attached to order 7842. The team can review the same documents used for bill checks before AP and AR move.

The order carries its closing documents into reconciliation.
05Pay + invoice

Carry carrier pay and invoice items into settlement.

Rekeying the same order into billing creates one more place for the commercial record to drift.

Compare the carrier bill with the signed rate con and POD. AI can propose matches and flag inconsistencies with evidence for the team to validate before invoicing, carrier pay, or factoring.

Bill checks, customer invoice, carrier pay, and factoring close on the same record.
See one broker load end to end

Bring a real load. Map every handoff from order to payment.

Book a demo with your current operation, or start a free trial and follow the shipped broker surfaces yourself.

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