Route broker credit approvals to the right reviewer before accepting a load
When a carrier submits a broker name for a credit check, WebRun looks up the broker's real-time credit score and approval status in OTR Solutions, matches it against your risk tiers, logs the result to a Google Sheet, and posts a routing recommendation to Slack so the right person can approve or flag the load before it is accepted.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically route broker credit check results in freight factoring?
WebRun checks a broker's real-time credit score and approval status in OTR Solutions, logs the result with a risk tier to Google Sheets, and posts a routing recommendation to Slack so the dispatcher or fleet manager can make an informed decision before accepting a load.
- Every broker load credit-checked before the carrier commits
- High-risk brokers automatically routed to manager review
- Credit check log in Google Sheets for audit and trend analysis
Built for trucking dispatchers · fleet managers · owner-operators · freight factoring clients
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
client.otrsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
OTR Solutions - run broker credit check
otrsolutions.com How to Automate OTR Solutions
WebRun opens OTR Solutions to run broker credit check. - Open OTR Solutions client portal or mobile app and navigate to the broker credit check tool
- Enter the broker's MC number or company name to pull their real-time credit score and approval status
- Record the credit score, approved or flagged status, and any notes from OTR Solutions
Done when The broker's credit score and approval status are retrieved from OTR Solutions.
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2
Google Sheets - log credit result and risk tier
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log credit result and risk tier. - Log the credit check result to the broker approval tracking Google Sheet
- Record the date, broker name, MC number, credit score, OTR status, and assigned risk tier
- Flag any broker with a score below the minimum threshold as high-risk
Done when The credit check result is logged with risk tier and flagged if below threshold.
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3
Slack - post routing recommendation for approval
slack.com How to Automate Slack
WebRun opens Slack to post routing recommendation for approval. - Post the broker credit result and routing recommendation to the dispatch Slack channel
- For approved brokers, post a green-light summary with score and tier
- For flagged or low-score brokers, post a caution note and route to the fleet manager for a manual decision before the load is accepted
Done when The dispatcher or manager has the credit result and a clear routing recommendation in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does OTR Solutions check broker credit in real time?
Yes. OTR Solutions provides real-time broker credit scores and a blue-check approval indicator through its client portal and mobile app, updated continuously for thousands of brokers.
Will it accept or decline loads automatically?
No. WebRun provides a routing recommendation based on the credit score and risk tier, but the decision to accept or decline a load always rests with the dispatcher or fleet manager.
How are risk tiers defined?
You set the score thresholds for each tier in your WebRun settings during setup. The default tiers are: approved, caution, and high-risk, matching common freight factoring credit categories.
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