Bannon Report
The Bannon Report Guides
Advanced

Secure Send

ID-verify every person who opens your rate confirmations and sensitive documents.

Secure Send

Secure Send is freight theft prevention for the documents you send out every day. Rate confirmations, BOLs, carrier packets, and other sensitive paperwork get sent through Secure Send instead of plain email. Before anyone can open the document, they have to prove who they are with a government-issued ID. You get a verified record of exactly who looked at your rate con, when, and from where.

Why it exists

Freight theft and double-brokering scams almost always start the same way: a rate confirmation lands in the wrong hands. A scammer forwards it, impersonates the booked carrier, picks up the load, and disappears. By the time anyone notices, the trailer is gone.

Secure Send closes that gap. The document isn't actually delivered until the person opening it has been ID-verified against the name you sent it to. If a scammer intercepts the email, they can't open the file without standing in front of a camera with a real driver's license that matches.

How it works

  1. You send. Upload the rate con or document, enter the recipient's name and email, and send. Optionally set an expiry.
  2. They get a link. The recipient receives an email with a one-click access link. No TBR account required.
  3. They verify their ID. Before the document opens, they're prompted to capture a photo of a government-issued ID (driver's license, passport, etc.) and a quick selfie. The two are matched, and the name on the ID is checked against the name on the send.
  4. They read the document. Once verified, the document opens in the browser. Downloads (where allowed) are watermarked with the verified name and email.
  5. You see the audit trail. Every open, every ID check (pass or fail), every download, with timestamp and location, is recorded on the engagement's detail page.

What it's good for

  • Rate confirmations. Know that the actual carrier representative opened it, not a forwarded copy in a scam shop.
  • Carrier packets and onboarding paperwork. Verify the person filling out W-9s and insurance forms is who they say they are.
  • BOLs and pickup numbers. Don't release pickup info to anyone whose ID doesn't match the booked driver or dispatcher.
  • Contracts and NDAs. Get a verified record of identity at the moment of signature.

Sending

  1. Open Secure Send → Engagements from the top navigation. (Visible if your plan includes it.)
  2. Click New engagement.
  3. Attach the document, enter the recipient's full legal name and email, and set an expiry.
  4. Send.

The recipient's name is what their ID is matched against, so use the name on file with the carrier or broker, not a nickname.

Receiving

Recipients don't need a TBR account. They click the link, get walked through the ID capture in their browser (works on phone or desktop with a webcam), and the document opens once verification passes. The whole flow takes under a minute.

What you see on the audit trail

Every engagement keeps a complete record:

  • Who opened the link, and whether ID verification passed or failed.
  • The verified name on the ID, the time, and the rough location.
  • Every download, share, and re-open.
  • Any failed verification attempts (useful flag if someone tried to open something they shouldn't have).

Revoking

You can revoke an engagement at any time. The link stops working immediately, even if it hasn't expired. Already-downloaded copies stay watermarked with the verified identity of whoever downloaded them.

Availability

Secure Send is a premium feature on higher-tier plans. See the pricing page for details, or contact us if you need to add it to your existing plan.