5. Brokerage
Brokerage Module — Manage broker companies and their agents, track broker leads, requests, and CILs, log broker activities, handle broker contracts, and monitor broker performance reports.
Brokerage Module — Overview
Overview The Brokerage Module manages broker companies and their agents, tracks broker-submitted ...
Add Broker Request / Lead
Overview When adding from the Brokerage module, you have two options: As Broker Request — A reque...
Broker CILs
Overview Broker CILs (Client Information Letters) are submitted by broker companies through their...
Active Brokers
Overview The Active Brokers tab shows all broker companies currently active in the system. Broker...
Pending / Blocked Brokers
Overview This tab shows broker companies that are either pending approval or have been blocked fr...
Activities Management
Overview The Activities Management tab lets you log and track activities with broker companies — ...
Brokers Emails
Overview The Send Mail tab allows you to send bulk emails to broker companies. How to Send a Brok...
Upload Brokers
Overview The Upload Brokers feature allows you to bulk import broker companies via Excel. It is a...
Broker Contract
Overview The Broker Contract feature allows you to create contract templates that can be auto-fil...
Broker Settings
Broker Settings Access via Settings → Broker Settings: Setting Description Broker Contract Upload...