[ Product // BrokerOS core platform ]●v3.8.4 active production

The operating system for superbrokers.

Intake, quoting, tendering, tracking, and your customer portal — unified into one autonomous source of operational truth. Built for high-volume freight teams rejecting manual copy-paste.

Intake velocity
1.8 SEC
Average Parse
Any unstructured doc
Data precision
99.8%
Deterministic NLP
Zero-shot extraction
Reconciliation
0% DRIFT
Bi-directional TMS
McLeod, Tai, Turvo
BrokerOS Core // Production Workspace · [MTL → CHI Corridor]
Active Load PipelineShowing 4 of 142
Filter CorridorManual Load
LD-20481Email PDFCascades Containerboard
READY TO TENDER
LANE: MTL → CHI (53' Flatbed, 44k lbs)
CARRIER: Titan Express ($2,820)
ETA: On-time (+12m margin)
Auto-extracted in 1.4sDispatch (1-Click)
LD-20420EDI 204MapleLeaf Logistics
NEEDS APPT
LANE: TOR → ATL (Reefer -10°F, 38k lbs)
OFFERS: 4 Bids Received ($3,450 avg)
Pending dock confirmation
Missing receiver dock appointmentResolve Draft
LD-20421WhatsApp APINovelis Aluminum
EN ROUTE (LIVE)
LANE: OSW → CLE (Step Deck, 45k lbs)
FLEET: Great Lakes Fleet #402
Live ELD: 99.4% sync
Geofence Checkpoint 3 clearedView Route Map
LD-20435TMS PortalApex Industrial
RATE OPTIMIZED
LANE: CHI → DAL (Dry Van, 42k lbs)
CANVASSING: 12 Carriers Active
Predicted Margin: +$420 (14.2%)
Historical corridor win rate 78%Review Quote
Module 01 // 06 · Intake

Autonomous load extraction from every inbox.

Stop letting reps copy-paste freight specifications all day. BrokerOS converts unformatted customer emails, PDF rate confirmations, and WhatsApp sheets into clean, TMS-ready loads in under two seconds.

  • Multi-channel parsing (Outlook, Google, WhatsApp, EDI 204)
  • Instant missing-field flag alerts (e.g. dock appointment times, piece count)
  • Deterministic source ledger: click any field to see the source sentence
INBOUND EMAIL RAW PARSER1.2s LATENCY
Original Email (Shipper)

“Need flatbed for Monday 8am pickup in Hamilton, ON dropping in Detroit, MI. 42,000 lbs auto parts. Target rate $2,100 all-in.”

Structured JSON Schema
"origin": "Hamilton, ON [L8N]"
"destination": "Detroit, MI [48201]"
"equipment": "53_FLATBED"
"weight_lbs": 42000
"target_shipper_usd": 2100.00
TMS Action: Synced to McLeod Load #89302
Module 02 // 06 · Quote

Instant margin-optimized dynamic rate models.

Price with immediate confidence. BrokerOS calculates live lane cost benchmarks, historical brokerage win rates, and current spot volatility to recommend profitable bid targets.

  • Real-time DAT One & Truckstop lane data feeds
  • Enforce internal minimum margin bounds and walk-away floors
  • One-click automated quote generation returned directly to customer
DYNAMIC LANE PRICING ENGINECONFIDENCE 96%
MTL → CHI (Spot Benchmark)$2,850.00
7 Days AgoToday (Recommended)
Recommended Customer Quote:$3,450.00
Target Net Brokerage Margin:17.4% ($600.00)
Module 03 // 06 · Tender

Precision broadcast & automated waterfall tenders.

Dispatchers no longer need to manually ping the same ten carriers. BrokerOS scores your vetted network, runs tier-based waterfall dispatch, and accepts bids 24/7.

  • Cascading Tier-1 to Tier-3 automated carrier cascades
  • Automated rate confirmation generation & instant e-signature routing
  • Real-time carrier capacity matching and anti-fraud vetting checks
WATERFALL DISPATCH PROTOCOLTIER 1 ACTIVE
Tier 1: Dedicated Fleet (Titan Express)
Tendered at $2,820 · Elapsed: 4m 12s
BID ACCEPTED
Tier 2: Preferred Regional Carriers (8 Fleets)
Standby cascade if Tier 1 rejects within 15 mins
STANDBY
Tier 3: Broadcast Spot Loadboards
Automated posting to DAT & Truckstop
IDLE
Rate confirmation dispatched to carrier dispatch · Signed
Module 04 // 06 · Track

ELD pings & predictive geofence alerts.

Ditch manual phone check calls. Direct telematics bridges monitor truck coordinates, highway bottlenecks, and driver duty hours to flag late deliveries hours in advance.

  • Direct bridges into Samsara, Motive, KeepTruckin & Project44
  • Automated geofence departure and arrival timestamps
  • Proactive delay exception alerts dispatched directly to reps
TELEMETRY & GEOFENCE RADARLIVE ELD: 62 MPH
Montreal Plant [Origin]Chicago Hub [Dest]
Departed 06:14 AMPredictive ETA: 17:42 CST
Geofence Status:
Cleared Milestone 4 of 6
Driver HOS Remaining:
6h 18m on cycle
Module 05 // 06 · Customer Portal

Zero-login live tracking for your shippers.

Eliminate “Where is my truck?” emails. Shippers access a white-labeled, real-time tracking link with live telemetry, BOL document downloads, and instant proof-of-delivery receipts.

  • Custom shipper white-labeling on your own brand subdomain
  • Instant Bill of Lading (BOL) and delivery receipt retrieval
  • Tokenized magic link access requiring zero passwords or logins
SHIPPER LIVE VIEW [track.yourbrokerage.com]WHITE-LABELED
Shipment #CAT-99214
Cascades Paper Mill · Montreal → Chicago Hub
ON TIME
Current Location: Approaching Toledo, OH · 184 mi remaining
Download BOL PDF View Rate Con
Module 06 // 06 · Insights

Carrier scorecards & lane profitability analytics.

Discover which lanes bleed margin and which carriers consistently deliver on time. Turn daily execution data into executive leverage during shipper contract renewals.

  • Net lane margin breakdown by shipper account and season
  • Carrier reliability rating, fallback rate, and claim frequency tracking
  • Dispatcher throughput and automated conversion rate metrics
CARRIER SCORECARD & CORRIDOR MARGINSREAL-TIME BI
Net Blended Margin
16.8%
+2.4% vs last quarter
Carrier SLA Rating
98.4%
On-time delivery index
Top Performing Lanes (By Gross Yield)
MTL → CHI (Flatbed)$620 / load avg (18.2%)
TOR → ATL (Reefer)$490 / load avg (14.2%)
OSW → CLE (Stepdeck)$510 / load avg (16.9%)
// Architectural principle

AI reads. Your team decides.

We don't believe in dangerous hallucinations booking $150,000 loads unsupervised. BrokerOS does the heavy computational lift; your brokers hold the authority.

01 // Governance

Human-in-the-loop on every booking

BrokerOS proposes quotes, matches carriers and extracts rate cons, but final tenders and rate agreements require broker sign-off or strictly defined threshold policies.

Threshold Rules Active
02 // Verifiability

Every extraction traceable to its source

Click any field — rate, commodity, zip code, weight, or special equipment instruction — and BrokerOS immediately highlights the exact line from the original email or PDF.

Zero Black-Box Processing
03 // Enterprise security

Multi-tenant, encrypted, access-controlled

Your proprietary carrier relationships and shipper pricing are strictly isolated. No customer data is ever used to train public or cross-brokerage models.

SOC-2 Type II Attested
// Frequently asked questions

Everything you need to know about BrokerOS

Clear answers on implementation, security, compatibility, and pricing.

How quickly can our brokerage get set up?+
Most brokerages are running live email intake within 48 hours. Full bidirectional TMS synchronization (McLeod, Trimble, Tai, Turvo) typically completes within 5 to 10 business days without any downtime or workflow interruption.
Do we have to replace our existing TMS?+
No. BrokerOS operates as a headless intelligence layer on top of your existing TMS. We integrate seamlessly with McLeod LoadMaster, Trimble TMW, Turvo, Tai, and custom SQL databases, feeding structured loads directly into your existing dispatch screens.
How is our proprietary carrier and pricing data secured?+
Catena Logistix is SOC-2 Type II certified. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We enforce strict tenant isolation, role-based access control, and zero cross-brokerage model training. Your carrier rates and margins remain strictly confidential.
Which intake channels and document formats are supported?+
BrokerOS ingests inbound load tenders and quote requests from Microsoft Outlook 365, Google Workspace, generic IMAP/SMTP, WhatsApp Business API, Slack Enterprise Grid, EDI (204, 214, 990), and unformatted PDF attachments, scanned rate cons, and Excel sheets.
What is the pricing model for BrokerOS?+
BrokerOS is priced on a predictable volume tier based on monthly processed loads, not per-seat licenses. We don't penalize you for adding dispatchers or reps — every team member gets full access with unlimited user accounts.
Deployment window: broker onboarding active

Run a superbrokerage.

Join the forward-thinking freight teams moving thousands of loads per month with automated intake, instant pricing, and zero manual check calls.

  • ✓ 14-day pilot with live inbound data
  • ✓ Zero TMS replacement needed
  • ✓ SOC-2 Type II attested