---
title: "Resources"
url: "https://www.brokerpro.com/resources/"
---

![Abstract gold freight network over a dark navy background.](/images/heroes/iss-hero-bg-image_hu_473e25e4ca218cc6.webp "Abstract gold freight network over a dark navy background.")

Freight broker resource hub

# Practical guides for freight broker operations and TMS evaluation

## Use these guides, case studies, and operational resources to evaluate freight broker TMS platforms, improve daily execution, and plan smarter rollout decisions.

The goal is not just to compare software. It is to help brokerages evaluate workflows, integrations, implementation readiness, reporting visibility, and the operational friction that slows growth.

[Read the buyer guide  
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/resources/ultimate-guide-tms-software-for-freight-brokers/ Read the buyer guide button](/resources/ultimate-guide-tms-software-for-freight-brokers/)

[Compare TMS platforms  
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/compare/ Compare TMS platforms button](/compare/)

[Buyer guides for freight broker teams  
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Start with operational frameworks for evaluating TMS platforms, workflows, and growth fit.  
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#resource-guides Buyer guide resources section](#resource-guides)

[Implementation and migration context  
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Learn what rollout quality, data prep, and adoption planning should look like before switching systems.  
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#resources-faq Implementation and migration resource section](#resources-faq)

[Integrations and operational workflows  
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Pressure-test the systems that affect quoting, tracking, billing, visibility, and operational coordination.  
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#resources-why-it-matters Workflow and integration section](#resources-why-it-matters)

[Customer proof and case studies  
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Review real brokerage outcomes and operational stories after implementation.  
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#case-studies Case studies section](#case-studies)

Use resources to improve brokerage execution, not just research software

## Most freight broker resource hubs are too shallow to help with real operating decisions.

Freight brokerages need more than generic software articles. These resources help teams evaluate workflow fit, integration priorities, rollout readiness, customer communication, and the operational handoffs that determine whether a TMS actually improves execution.

Better TMS buying criteria

Compare systems based on brokerage workflow fit, operational friction, reporting clarity, and implementation reality instead of feature-heavy demos alone.

Stronger workflow and integration context

Understand how load boards, visibility, accounting, payments, carrier onboarding, and quote-to-cash handoffs affect daily execution.

More realistic rollout planning

Prepare for implementation, migration sequencing, user adoption, and the support expectations that shape whether a new system actually sticks.

## How to use this resource hub

Still deciding where to start? Contact our team if you want help thinking through workflows, implementation timing, or integration priorities.

What should we read first if we are evaluating a new TMS?

Start with the [Ultimate Guide to TMS Software for Freight Brokers](/resources/ultimate-guide-tms-software-for-freight-brokers/) if your team needs a broader framework for workflows, ROI, integrations, implementation, and platform tradeoffs.

Where should we focus if integrations are our biggest concern?

Focus on the resources that help you pressure-test [integrations](/integrations/) , especially load boards, tracking and visibility, accounting handoff, payments, and compliance workflows that affect day-to-day brokerage execution.

Do these resources help with migration and implementation planning too?

Yes. The goal is not only to compare software, but also to help teams think through rollout readiness, migration sequencing, user adoption, and the support quality that affects post-launch success.

Where can we find more specific platform comparisons?

Visit the [TMS comparison hub](/compare/) for side-by-side pages covering platforms like Ascend TMS, ITS Dispatch, Aljex, and Turvo.

Do you have customer proof in addition to educational content?

Yes. This page also points to [case studies](/categories/case-studies/) and customer proof that can help your team understand how these workflow improvements play out in real brokerage operations.

## Buyer guides and freight broker resources

Start with the practical guides and articles that help brokerages think through TMS evaluation, workflow design, implementation priorities, and long-term operational fit.

[![BrokerPro + Loadsure announcement header](/images/posts/2026/loadsure-brokerpro-integration-announcement_hu_12d47215896ad9d5.webp "BrokerPro + Loadsure announcement header")](/posts/loadsure-brokerpro-integration-announcement/)

June 23, 2026

### [BrokerPro + Loadsure: Embedded Cargo Insurance for Freight Brokers](/posts/loadsure-brokerpro-integration-announcement/)

BrokerPro now embeds Loadsure's AI-powered cargo insurance directly into the TMS. Quote and bind primary, excess, and gap coverage in seconds - no legacy channels required.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Photo of a freight brokerage office with people working at computers.](/images/resources/getting-started-with-brokerpro-a-new-users-guide_hu_54da174cca07fc5.webp "Photo of a freight brokerage office with people working at computers.")](/resources/getting-started-with-brokerpro/)

June 11, 2026

### [Getting Started with BrokerPro: A New User's Guide](/resources/getting-started-with-brokerpro/)

A practical, step-by-step walkthrough for new BrokerPro users covering dashboard setup, integrations, workflow configuration, and what to expect in your first week.

![Photo of Forest Wheeler](/images/photos/avatars/forest-wheeler_hu_c10357ce80b6d2c1.webp "Photo of Forest Wheeler")

[Forest Wheeler](#)

Senior Account Manager

[![Graphic with a checkbox in the background. Includes phrase When to Switch Your Freight Broker TMS](/images/resources/when-to-switch-your-freight-broker-tms_hu_3b7f76b96b6e034b.webp "Graphic with a checkbox in the background. Includes phrase When to Switch Your Freight Broker TMS")](/resources/when-to-switch-your-freight-broker-tms/)

June 11, 2026

### [When to Switch Your TMS](/resources/when-to-switch-your-freight-broker-tms/)

How to recognize when your current TMS is holding back growth, reporting, billing, or customer communication, and how to weigh the cost of switching against the cost of staying.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Graphic with a checkbox in the background. Includes phrase Freight Broker Integration Checklist](/images/resources/freight-broker-integration-checklist_hu_a79567298f496355.webp "Graphic with a checkbox in the background. Includes phrase Freight Broker Integration Checklist")](/resources/freight-broker-integration-checklist/)

June 11, 2026

### [Freight Broker Integration Checklist](/resources/freight-broker-integration-checklist/)

A checklist for evaluating load board, visibility, accounting, payment, and compliance integrations when choosing or switching a freight broker TMS.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Graphic with a checkbox in the background. Includes phrase TMS Implementation Timeline Guide](/images/resources/tms-implementation-timeline-guide_hu_8c2d90cd7495c086.webp "Graphic with a checkbox in the background. Includes phrase TMS Implementation Timeline Guide")](/resources/tms-implementation-timeline-guide/)

June 11, 2026

### [TMS Implementation Timeline Guide](/resources/tms-implementation-timeline-guide/)

A breakdown of what freight brokerages should expect before, during, and after a TMS implementation, including typical timelines and what determines whether a rollout goes smoothly.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Graphic with a checkbox in the background. Includes phrase Freight Broker TMS Migration Checklist](/images/resources/tms-for-freight-brokers-complete-guide-header_hu_10a42333b0b20ee.webp "Graphic with a checkbox in the background. Includes phrase Freight Broker TMS Migration Checklist")](/resources/freight-broker-tms-migration-checklist/)

June 11, 2026

### [Freight Broker TMS Migration Checklist](/resources/freight-broker-tms-migration-checklist/)

A step-by-step checklist for freight brokers preparing to migrate customer, carrier, load, and accounting data when switching TMS platforms.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Graphic with a checkbox in the background. Includes phrase TMS Demo Checklist for Freight Brokers](/images/resources/tms-demonstration-cheklist-header_hu_54a241f64106476e.webp "Graphic with a checkbox in the background. Includes phrase TMS Demo Checklist for Freight Brokers")](/resources/tms-demo-checklist-for-freight-brokers/)

June 11, 2026

### [TMS Demo Checklist for Freight Brokers](/resources/tms-demo-checklist-for-freight-brokers/)

A practical checklist for freight brokers preparing for a TMS demo, covering quoting, carrier sourcing, tracking, accounting, integrations, and the questions that reveal whether a platform fits how your brokerage actually works.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![BrokerPro freight brokerage document management workflow.](/images/posts/2026/freight-broker-document-management_hu_b8d5d55950ca55d0.webp "BrokerPro freight brokerage document management workflow.")](/posts/freight-broker-document-management/)

June 9, 2026

### [Why Your Freight Brokerage Team Is Spending Hours on Document Management (And How to Stop It)](/posts/freight-broker-document-management/)

Manual document handling drains freight brokerage teams by forcing staff to chase BOLs, rate confirmations, PODs, carrier invoices, and compliance documents instead of keeping them attached to each load.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Graphic with a checkbox in the background. Includes phrase The Ultimate Guide to TMS Software for Freight Brokers](/images/resources/tms-for-freight-brokers-complete-guide-header_hu_10a42333b0b20ee.webp "Graphic with a checkbox in the background. Includes phrase The Ultimate Guide to TMS Software for Freight Brokers")](/resources/ultimate-guide-tms-software-for-freight-brokers/)

July 8, 2026

### [The Ultimate Guide to TMS Software for Freight Brokers](/resources/ultimate-guide-tms-software-for-freight-brokers/)

A practical 2026 guide to choosing freight broker TMS software, including small-broker fit, buying criteria, implementation tradeoffs, integrations, pricing, and platform comparisons.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![Illustration representing freight broker capacity planning and operational readiness.](/images/resources/capacity-planning-best-practices_hu_88dc36f567995bdb.webp "Illustration representing freight broker capacity planning and operational readiness.")](/news/capacity-planning-in-logistics/)

December 22, 2025

### [Capacity Planning in Logistics: Strategies for Freight Brokers](/news/capacity-planning-in-logistics/)

Learn how freight brokers and 3PLs can plan capacity by lane, build carrier depth, reduce spot exposure, and protect margin in 2026.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

[![A photograph of a group of customer success engineers.](/images/posts/2022/why-customer-satisfaction-matters-when-choosing-a-tms_hu_60482f0cb24efb5e.webp "A photograph of a group of customer success engineers.")](/resources/tms-customer-satisfaction/)

January 7, 2022

### [Customer Satisfaction Matters When Choosing a TMS](/resources/tms-customer-satisfaction/)

Learn why usability, support quality, workflow fit, and long-term vendor partnership should be part of every freight broker TMS evaluation.

[![A photo of a person looking at code on a laptop computer.](/images/resources/integration-questions-for-choosing-a-tms_hu_a79567298f496355.webp "A photo of a person looking at code on a laptop computer.")](/resources/integration-questions-for-choosing-a-tms/)

January 5, 2022

### [Integration Questions to Ask When Choosing a TMS](/resources/integration-questions-for-choosing-a-tms/)

Use these questions to evaluate load board, visibility, accounting, payment, and workflow integrations before choosing a TMS.

![Photo of Josh Asbury](/images/photos/avatars/josh-asbury_hu_e8050e30b4c4aae3.webp "Photo of Josh Asbury")

[Josh Asbury](#)

Chief Operating Officer

## Customer case studies and operational proof

Review case studies and customer stories that show how freight brokerages have improved execution, visibility, reporting, and back-office coordination with BrokerPro.

[![Global Foods BrokerPro TMS Case Study graphic.](/images/posts/case-studies/brokerpro_case-study-global-foods_hu_38319b40e0f37c91.webp "Global Foods BrokerPro TMS Case Study graphic.")](/posts/global-foods-capitalizes-on-brokerpros-ease-of-use-to-grow-their-business/)

### [Case Study: Global Foods](/posts/global-foods-capitalizes-on-brokerpros-ease-of-use-to-grow-their-business/)

Global Foods needed a scalable TMS to support rapid operational growth. They chose BrokerPro just before their business grew by 150%.

[![A graphic showing the BrokerPro and Royal Supply Chain logos.](/images/posts/case-studies/brokerpro_case-studies_royal-supply-chain_hu_bc31792c1cabc5e.webp "A graphic showing the BrokerPro and Royal Supply Chain logos.")](/posts/royal-supply-chain-brokerpro-case-study/)

### [Case Study: Royal Supply Chain](/posts/royal-supply-chain-brokerpro-case-study/)

Royal Supply Chain outgrew their TMS and found a better operational fit with BrokerPro.

[![Spartan Logistics BrokerPro TMS Case Study graphic.](/images/posts/case-studies/brokerpro_case-studies_spartan-logistics_hu_b8410f978b2a0080.webp "Spartan Logistics BrokerPro TMS Case Study graphic.")](/posts/spartan-logistics-brokerpro-case-study/)

### [How Spartan Logistics Saved $172,800 a Year by Replacing Their TMS With BrokerPro](/posts/spartan-logistics-brokerpro-case-study/)

Spartan Logistics replaced its TMS with BrokerPro and recovered 4.5 hours per employee each week, creating $172,800 in annual productivity savings.


## Pages
- [Getting Started with BrokerPro: A New User's Guide](https://www.brokerpro.com/resources/getting-started-with-brokerpro/index.md)
- [When to Switch Your TMS](https://www.brokerpro.com/resources/when-to-switch-your-freight-broker-tms/index.md)
- [Freight Broker Integration Checklist](https://www.brokerpro.com/resources/freight-broker-integration-checklist/index.md)
- [TMS Implementation Timeline Guide](https://www.brokerpro.com/resources/tms-implementation-timeline-guide/index.md)
- [Freight Broker TMS Migration Checklist](https://www.brokerpro.com/resources/freight-broker-tms-migration-checklist/index.md)
- [TMS Demo Checklist for Freight Brokers](https://www.brokerpro.com/resources/tms-demo-checklist-for-freight-brokers/index.md)
- [The Ultimate Guide to TMS Software for Freight Brokers](https://www.brokerpro.com/resources/ultimate-guide-tms-software-for-freight-brokers/index.md)