# 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 leads and CILs, and handles broker contracts and activities.

---

## Module Sections

<table id="bkmrk-section-description-"><thead><tr><th>Section</th><th>Description</th></tr></thead><tbody><tr><td>**Add Broker Request / Lead**</td><td>Add a new broker request or broker lead into the system.</td></tr><tr><td>**Broker CILs**</td><td>View and manage CILs (Client Information Letters) submitted by broker companies.</td></tr><tr><td>**Active Brokers**</td><td>List of all active broker companies.</td></tr><tr><td>**Pending / Blocked Brokers**</td><td>Broker companies pending approval or blocked from the system.</td></tr><tr><td>**Send Mail**</td><td>Send bulk emails to broker companies.</td></tr><tr><td>**Activities Management**</td><td>Track and manage activities with broker companies.</td></tr><tr><td>**Upload Brokers**</td><td>Bulk import broker companies via Excel.</td></tr><tr><td>**Broker Contract**</td><td>Manage and download broker contracts.</td></tr></tbody></table>

# Add Broker Request / Lead

## Overview

When adding from the Brokerage module, you have two options:

- **As Broker Request** — A request submitted by a broker company for a specific unit type (e.g., "4-bedroom duplex"). This is not a regular lead — it comes with a specific property requirement.
- **As Broker Lead** — A standard lead that comes through a broker company and enters the CRM normally.
- **Upload Broker Lead** — Bulk import broker leads via Excel file.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/6yMimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/6yMimage.png)

---

## Broker Request vs Broker Lead

<table id="bkmrk-%C2%A0-broker-request-bro" style="width:100%;height:170.875px;"><thead><tr style="height:30.125px;"><th style="width:10.1317%;height:30.125px;"> </th><th style="width:68.8031%;height:30.125px;">Broker Request</th><th style="width:21.1049%;height:30.125px;">Broker Lead</th></tr></thead><tbody><tr style="height:46.9167px;"><td style="width:10.1317%;height:46.9167px;">**What it is**</td><td style="width:68.8031%;height:46.9167px;">A property inquiry from a broker company for a specific unit</td><td style="width:21.1049%;height:46.9167px;">A regular lead referred by a broker</td></tr><tr style="height:46.9167px;"><td style="width:10.1317%;height:46.9167px;">**Fields**</td><td style="width:68.8031%;height:46.9167px;">Different from standard lead fields — includes property requirements</td><td style="width:21.1049%;height:46.9167px;">Similar to standard lead fields</td></tr><tr style="height:46.9167px;"><td style="width:10.1317%;height:46.9167px;">**Lead ID**</td><td style="width:68.8031%;height:46.9167px;">Uses a special static source called "Brokers" — the Lead ID only appears in Brokerage tabs, not in the standard Add Lead screen</td><td style="width:21.1049%;height:46.9167px;">Standard Lead ID</td></tr></tbody></table>

---

## How to Add a Broker Request / Lead

1. Go to **Brokerage Module → Add Broker Request / Lead**.
2. Choose: **As Broker Request** or **As Broker Lead**.
3. Fill in the required fields:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Brokerage Company**</td><td>✅</td><td>Select the broker company.</td></tr><tr><td>**Broker Agent**</td><td>Optional</td><td>Select the agent within that company.</td></tr><tr><td>**Assign To**</td><td>✅</td><td>Assign to a salesman.</td></tr><tr><td>**State**</td><td>Optional</td><td>Select the lead state.</td></tr><tr><td>**Leads ID**</td><td>✅</td><td>Select the Lead ID for this broker request/lead. The Lead ID must be created under the **Brokers** source in the Marketing Module — this is a static source dedicated to broker leads. Lead IDs from other sources will not appear here. To create one: go to **Marketing → Lead IDs → Add New** → set Source to "Brokers" → save.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/Didimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/Didimage.png)

---

## Upload Broker Lead

Works the same as the standard Upload Leads feature, with one additional required field:

<table id="bkmrk-extra-field-descript"><thead><tr><th>Extra Field</th><th>Description</th></tr></thead><tbody><tr><td>**Broker Company ID**</td><td>The ID of the broker company. Get this from the broker's profile in Active Brokers.</td></tr></tbody></table>

> 💡 To find the Broker Company ID, go to **Active Brokers** → open the broker's profile → copy the ID.

---

## Adding Custom Fields to the Broker Request Form

1. Go to **Setup → Fields Setup**.
2. Click **Add New**.
3. Set **Broker Request** option to **True**.
4. Configure: Field Name, Data Type, Set as Unique if needed.
5. **Save** — the field will appear on the Broker Request form.

# Broker CILs

## Overview

**Broker CILs** (Client Information Letters) are submitted by broker companies through their own CRM login. This tab shows all CILs received from brokers.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/qWMimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/qWMimage.png)

---

## How It Works

1. A broker company has a profile in the system and can **log in to the CRM**.
2. They submit CILs for clients they are bringing to you.
3. The CIL appears in this tab for review.

---

## Broker CILs List

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>Client name on the CIL.</td></tr><tr><td>**Salesman**</td><td>Salesman assigned (if converted).</td></tr><tr><td>**Phone**</td><td>Client phone number.</td></tr><tr><td>**Email**</td><td>Client email address.</td></tr><tr><td>**Date**</td><td>Date the CIL was submitted.</td></tr><tr><td>**Broker**</td><td>The broker company that submitted the CIL.</td></tr><tr><td>**User**</td><td>The user who processed the CIL.</td></tr><tr><td>**Actions**</td><td>Convert to Lead or Reject.</td></tr></tbody></table>

---

## Converting a CIL to a Lead

1. Review the CIL details.
2. Click **Convert to Lead**.
3. Select the **salesman** to assign the lead to.
4. The salesman must be linked to the broker company — otherwise they won't appear in the dropdown.
5. Confirm — the CIL becomes a lead in the salesman's pipeline.

> ⚠️ If the CIL shows **Reject** instead of Convert to Lead, it means the lead already exists in the system as a duplicate. Check the Duplicated Leads section.

---

## Filters

<table id="bkmrk-filter-description-d"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Filter by submission date (From / To).</td></tr><tr><td>**Broker**</td><td>Filter by broker company.</td></tr><tr><td>**Broker Agents**</td><td>Filter by specific broker agent.</td></tr></tbody></table>

---

## Adding Custom Fields to the CIL Form

1. Go to **Setup → Fields Setup**.
2. Click **Add New**.
3. Set **CIL** option to **True**.
4. Configure: Field Name, Data Type, Set as Unique if needed.
5. **Save** — the field will appear on the CIL form.

---

## Adding a CIL Manually

You can also add a CIL manually by clicking **Add New** in this tab and filling in the client details.

# Active Brokers

## Overview

The **Active Brokers** tab shows all broker companies currently active in the system.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/4crimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/4crimage.png)

---

## Brokers List

<table id="bkmrk-column-description-b"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Broker Name**</td><td>The broker company name.</td></tr><tr><td>**Authorized Name**</td><td>The authorized representative's name.</td></tr><tr><td>**Mobile**</td><td>Contact number.</td></tr><tr><td>**Indirect Sales**</td><td>Which salesmen are assigned as indirect sales for this broker.</td></tr><tr><td>**Total Agents**</td><td>Number of broker agents under this company.</td></tr><tr><td>**Creation Date**</td><td>When this broker was added to the system.</td></tr><tr><td>**Didn't Add Lead Since**</td><td>How long since this broker submitted a lead — useful for identifying inactive brokers.</td></tr><tr><td>**Actions**</td><td>Options menu (···).</td></tr></tbody></table>

---

## Available Actions

From the **Actions** dropdown (top right) or the (···) menu on each row:

<table id="bkmrk-action-description-b" style="width:100%;"><thead><tr><th style="width:10.3683%;">Action</th><th style="width:89.6714%;">Description</th></tr></thead><tbody><tr><td style="width:10.3683%;">**Block**</td><td style="width:89.6714%;">Block the broker from submitting new leads or CILs.</td></tr><tr><td style="width:10.3683%;">**Assign**</td><td style="width:89.6714%;">Assign a salesman to this broker.</td></tr><tr><td style="width:10.3683%;">**Share**</td><td style="width:89.6714%;">Share broker information.</td></tr><tr><td style="width:10.3683%;">**Copy Broker Registration URL**</td><td style="width:89.6714%;">Copies a registration link to send to the broker company. When the broker opens the link, they fill in their own data directly — no need for you to enter it manually. The registration form includes: Type, Company Name, Authorized Name, Authorized ID Number, CRN, Tax Card, Mobile, Email, Address, Description, Files (e.g., tax card scan, commercial registration), Land Line, Tag, Co. History, Website/Social Media, Branches, Owners, Sales Team, Administrative Contact Person, Finance Team, and Logo. After submitting, the broker also receives their **contract** automatically — the system generates it based on whichever contract template is configured in **Broker Settings**. The broker can then print it, sign it physically, and bring it to the company or upload it back.</td></tr><tr><td style="width:10.3683%;">**Reset &amp; Send New Credentials**</td><td style="width:89.6714%;">Reset the broker's CRM login and send new credentials to their email.</td></tr><tr><td style="width:10.3683%;">**Delete**</td><td style="width:89.6714%;">Remove the broker from the system.</td></tr><tr><td style="width:10.3683%;">**Export**</td><td style="width:89.6714%;">Export the broker list.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/kXMimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/kXMimage.png)

---

## Broker Profile

Clicking on a broker company opens their full profile with these tabs:

<table id="bkmrk-tab-description-brok"><thead><tr><th>Tab</th><th>Description</th></tr></thead><tbody><tr><td>**Broker Info**</td><td>Full company details (ID, Type, Name, Authorized Name, CRN, Tax Card, Mobile, Email, Address).</td></tr><tr><td>**Broker Agents**</td><td>List of agents working under this company.</td></tr><tr><td>**Analysis**</td><td>Performance data for this broker.</td></tr><tr><td>**Broker History**</td><td>Log of all interactions and changes.</td></tr><tr><td>**Broker Activities**</td><td>Activities logged against this broker.</td></tr></tbody></table>

A **Download Broker Contract** button is available on the profile page.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/S1qimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/S1qimage.png)

---

## How to Add a New Broker

Click **Add** and choose:

### Add Broker (Company)

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Type**</td><td>✅</td><td>Broker type.</td></tr><tr><td>**Company Name**</td><td>✅</td><td>Official company name.</td></tr><tr><td>**Authorized Name**</td><td>Optional</td><td>Name of the authorized representative.</td></tr><tr><td>**Authorized ID Number**</td><td>Optional</td><td>ID number of the authorized rep.</td></tr><tr><td>**CRN**</td><td>Optional</td><td>Commercial Registration Number.</td></tr><tr><td>**Tax Card**</td><td>Optional</td><td>Tax card number.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Contact number.</td></tr><tr><td>**Email**</td><td>✅</td><td>Email address (changing this affects login credentials).</td></tr><tr><td>**Address**</td><td>Optional</td><td>Company address.</td></tr><tr><td>**Description**</td><td>Optional</td><td>Notes about the company.</td></tr><tr><td>**Indirect Sale**</td><td>Optional</td><td>Assign indirect sales team members.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Upload documents.</td></tr><tr><td>**Land Line**</td><td>Optional</td><td>Landline number.</td></tr><tr><td>**Tag**</td><td>Optional</td><td>Tags for filtering.</td></tr><tr><td>**Co. History**</td><td>Optional</td><td>Company history notes.</td></tr><tr><td>**Website / Social Media**</td><td>Optional</td><td>Online presence links.</td></tr><tr><td>**Branches**</td><td>Optional</td><td>Branch information.</td></tr><tr><td>**Owners**</td><td>Optional</td><td>Owner details.</td></tr><tr><td>**Sales Team**</td><td>Optional</td><td>Assign sales team members.</td></tr><tr><td>**Administrative Contact Person**</td><td>Optional</td><td>Admin contact details.</td></tr><tr><td>**Finance Team**</td><td>Optional</td><td>Finance team assignment.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Company logo.</td></tr></tbody></table>

### Add Broker Agent

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Broker**</td><td>✅</td><td>Select the parent broker company.</td></tr><tr><td>**Name**</td><td>✅</td><td>Agent's full name.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Agent's mobile number.</td></tr><tr><td>**ID**</td><td>Optional</td><td>Agent's ID number.</td></tr><tr><td>**Bank Account**</td><td>Optional</td><td>Agent's bank account details.</td></tr></tbody></table>

# Pending / Blocked Brokers

## Overview

This tab shows broker companies that are either **pending approval** or have been **blocked** from the system.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/Ma6image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/Ma6image.png)

---

## Brokers List

Same columns as Active Brokers: Broker Name, Authorized Name, Mobile, Indirect Sales, Total Agents, Creation Date, Didn't Add Lead Since.

---

## Available Actions

<table id="bkmrk-action-description-u"><thead><tr><th>Action</th><th>Description</th></tr></thead><tbody><tr><td>**Unblock**</td><td>Reactivate a blocked broker and move them to Active Brokers.</td></tr><tr><td>**Delete**</td><td>Permanently remove the broker.</td></tr><tr><td>**Assign**</td><td>Assign a salesman to the broker.</td></tr></tbody></table>

---

## Available Filters

<table id="bkmrk-filter-description-i"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Indirect Sales**</td><td>Filter by assigned indirect sales team member.</td></tr><tr><td>**Broker Creator**</td><td>Filter by who added the broker.</td></tr><tr><td>**Type**</td><td>Filter by broker type.</td></tr><tr><td>**Creation Date**</td><td>Filter by when the broker was added (From / To).</td></tr><tr><td>**Last Update Date**</td><td>Filter by when the broker record was last updated (From / To).</td></tr><tr><td>**Didn't Add Lead Since**</td><td>Filter brokers who haven't submitted leads since a certain date.</td></tr></tbody></table>

---

## Block New Brokers By Default

If the setting **Block New Brokers By Default** is enabled in **Broker Settings**, all newly registered brokers will automatically land in this tab as Pending/Blocked until manually approved.

> Go to **Settings → Broker Settings** to enable or disable this option.

# Activities Management

## Overview

The **Activities Management** tab lets you log and track activities with broker companies — such as workshops, site visits, orientations, and contract signings.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/wAoimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/wAoimage.png)

---

## Activities List

<table id="bkmrk-column-description-a"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Activity Type**</td><td>The type of activity (e.g., Work Shop, Orientation, Site Visit, Contract Sign).</td></tr><tr><td>**Status**</td><td>Current status (Done, In Progress, etc.).</td></tr><tr><td>**To Do Date**</td><td>Scheduled date for the activity.</td></tr><tr><td>**Close Date**</td><td>Date the activity was closed/completed.</td></tr><tr><td>**Indirect Sale**</td><td>The salesman associated with this activity.</td></tr><tr><td>**Broker**</td><td>The broker company this activity is for.</td></tr><tr><td>**Feedback**</td><td>Any feedback recorded for this activity.</td></tr><tr><td>**Actions**</td><td>Edit or Delete the activity.</td></tr></tbody></table>

---

## Available Filters

<table id="bkmrk-filter-description-b"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Broker**</td><td>Filter by broker company.</td></tr><tr><td>**Indirect Sale**</td><td>Filter by assigned salesman.</td></tr><tr><td>**Creators**</td><td>Filter by who created the activity.</td></tr><tr><td>**Activity Types**</td><td>Filter by activity type.</td></tr><tr><td>**Status**</td><td>Filter by activity status.</td></tr><tr><td>**Creation Date**</td><td>Filter by when the activity was created (From / To).</td></tr><tr><td>**To Do Date**</td><td>Filter by scheduled date (From / To).</td></tr><tr><td>**Close Date**</td><td>Filter by completion date (From / To).</td></tr></tbody></table>

---

## How to Set a New Activity

Click **Set Activity** and fill in:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Activity Type**</td><td>✅</td><td>Select the type (e.g., Workshop, Site Visit, Orientation, Contract Sign).</td></tr><tr><td>**Status**</td><td>✅</td><td>Current status of the activity.</td></tr><tr><td>**Todo Date**</td><td>✅</td><td>Scheduled date and time.</td></tr><tr><td>**Reminder Date**</td><td>✅</td><td>When to send a reminder.</td></tr><tr><td>**Broker**</td><td>✅</td><td>Select the broker company.</td></tr><tr><td>**Indirect Sale**</td><td>✅</td><td>Select the indirect sales team member.</td></tr><tr><td>**Feedback**</td><td>Optional</td><td>Notes or feedback about the activity.</td></tr><tr><td>**Activity Image**</td><td>Optional</td><td>Upload an image related to the activity.</td></tr><tr><td>**Check-in**</td><td>Optional</td><td>Log a check-in for this activity.</td></tr></tbody></table>

---

## Activity Types Setup

Activity types are configured via **Setup → Broker Activity**. Each type has:

- **Order** — Display order.
- **Name** — Type name (e.g., Orientation, Work Shop, Site Visit, Contract Sign).
- **Icon** — Visual icon.
- **Color** — Color label.
- **Image Required** — Whether an image must be uploaded for this activity type.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/wpEimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/wpEimage.png)

# Brokers Emails

## Overview

The **Send Mail** tab allows you to send bulk emails to broker companies.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/ffyimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/ffyimage.png)

---

## How to Send a Broker Email

1. Go to **Brokerage Module → Send Mail**.
2. Fill in the **Message** field.
3. Choose recipients: 
    - **Upload Emails** — upload a file with one email per row.
    - **OR use the Broker Type filter** to target specific broker types.
4. If no type is selected, the email goes to **all broker types**.
5. Send.

---

## Key Things to Know

- If no category is selected, the message is sent to **all brokers**.
- SMTP must be configured in General Settings for emails to work.

# Upload Brokers

## Overview

The **Upload Brokers** feature allows you to bulk import broker companies via Excel. It is accessed via **Setup → Broker Upload**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/wMwimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/wMwimage.png)

---

## Two Upload Templates

When you open the upload page, two templates are available:

<table id="bkmrk-template-purpose-bro"><thead><tr><th>Template</th><th>Purpose</th></tr></thead><tbody><tr><td>**Broker Template**</td><td>For adding new broker companies to the system.</td></tr><tr><td>**Broker for Assign**</td><td>For updating the assigned salesman for existing broker companies.</td></tr></tbody></table>

---

## Broker Template — Required Fields

The Excel file must contain the following columns (highlighted in red are required):

<table id="bkmrk-column-required-desc"><thead><tr><th>Column</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Company Name**</td><td>✅</td><td>Official broker company name.</td></tr><tr><td>**Authorized Name**</td><td>Optional</td><td>Authorized representative name.</td></tr><tr><td>**Country Code**</td><td>✅</td><td>Phone country code.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>Contact number.</td></tr><tr><td>**Email**</td><td>✅</td><td>Email address.</td></tr><tr><td>**CRN**</td><td>Optional</td><td>Commercial Registration Number.</td></tr><tr><td>**Address**</td><td>Optional</td><td>Company address.</td></tr><tr><td>**Descriptions**</td><td>Optional</td><td>Notes about the company.</td></tr><tr><td>**Type**</td><td>✅</td><td>Broker type.</td></tr><tr><td>**Salesman**</td><td>Optional</td><td>Salesman name — must match exactly as it appears in the CRM.</td></tr><tr><td>**Authorized ID Number**</td><td>Optional</td><td>Authorized rep's ID number.</td></tr><tr><td>**Owner**</td><td>Optional</td><td>Owner name.</td></tr><tr><td>**Tag**</td><td>Optional</td><td>Tags.</td></tr><tr><td>**Tax Card**</td><td>Optional</td><td>Tax card number.</td></tr></tbody></table>

> ⚠️ The **Salesman** field must be written exactly as it appears in the CRM — same spelling, capitalization, and spacing. If more than one salesman is assigned, separate names with a comma: `Ahmed,Mohamed,Ali`.

---

## Duplication Check

The system checks for duplicate broker companies based on:

- **Mobile**
- **Email**
- **CRN**
- **Tax Card**

If any of these match an existing broker, the row will be **rejected**.

---

## File Format

- After filling in the data, **delete the first row** (the example/header row that comes with the template) before uploading.
- Save your Excel file as **CSV UTF-8** before uploading.
- The same applies for the **Broker for Assign** template — delete the first row and save as CSV UTF-8 before uploading.

---

## Broker for Assign Template

Used to update which salesman is assigned to existing broker companies. Download the template, update the Salesman column, and re-upload.

# Broker Contract

## Overview

The **Broker Contract** feature allows you to create contract templates that can be auto-filled with broker company data and downloaded as a Word document.

---

## How It Works

Contracts are built using **Document Words** — placeholder codes that the system replaces automatically with real data from the broker's profile when the contract is generated.

For example, the code `-broker-name-` in the contract template will be replaced with the actual broker company name when downloaded.

---

## Document Words

Available placeholder codes include:

**Broker Information Codes:**

<table id="bkmrk-field-code-broker-ty"><thead><tr><th>Field</th><th>Code</th></tr></thead><tbody><tr><td>Broker Type</td><td>`-Broker_type-`</td></tr><tr><td>Broker Company Name</td><td>`-Broker_company_name-`</td></tr><tr><td>Broker Authorized Name</td><td>`-Broker_authorized_name-`</td></tr><tr><td>Broker Authorized ID Number</td><td>`-Broker_authorized_id_number-`</td></tr><tr><td>Broker CRN</td><td>`-Broker_CRN-`</td></tr><tr><td>Broker Tax Card</td><td>`-Broker_tax_card-`</td></tr><tr><td>Broker Mobile</td><td>`-Broker_mobile-`</td></tr><tr><td>Broker Email</td><td>`-Broker_email-`</td></tr><tr><td>Broker Address</td><td>`-Broker_address-`</td></tr><tr><td>Broker Description</td><td>`-Broker_description-`</td></tr><tr><td>Broker Indirect Sale</td><td>`-Broker_indirect_sale-`</td></tr><tr><td>Broker Land Line</td><td>`-Broker_land_line-`</td></tr><tr><td>Broker Tag</td><td>`-Broker_tag-`</td></tr><tr><td>Broker Co. History</td><td>`-Broker_co_history-`</td></tr><tr><td>Broker Website / Social Media</td><td>`-Broker_website-`</td></tr><tr><td>Broker Branches</td><td>`-Broker_branches-`</td></tr><tr><td>Broker Owners</td><td>`-Broker_owners-`</td></tr><tr><td>Broker Sales Team</td><td>`-Broker_sales_team-`</td></tr><tr><td>Broker Administrative Contact Person</td><td>`-Broker_administrative-`</td></tr><tr><td>Broker Finance Team</td><td>`-Broker_finance_team-`</td></tr></tbody></table>

<table id="bkmrk-code-description--br"><thead><tr><th>Code</th><th>Description</th></tr></thead><tbody><tr><td>`-broker-name-`</td><td>Broker company name.</td></tr><tr><td>`-payments-`</td><td>Payment methods.</td></tr><tr><td>`-payments_list-`</td><td>List of payments.</td></tr><tr><td>`-reservation_fees-`</td><td>Reservation fees amount.</td></tr><tr><td>`-total_paid-`</td><td>Total amount paid.</td></tr><tr><td>`-total_remaining-`</td><td>Total remaining amount.</td></tr><tr><td>`-total_amount-`</td><td>Total contract amount.</td></tr><tr><td>`-maintenance-`</td><td>Maintenance fees.</td></tr></tbody></table>

And many more — view the full list in **Setup → Global Contracts → Document Words**.

---

## How to Create a Broker Contract Template

1. Go to **Setup → Global Contracts**.
2. Click **Add New**.
3. Fill in: 
    - **Title** — Contract name (e.g., "Broker Contract 2025").
    - **Contract Body** — Write the contract text and insert placeholder codes where dynamic data should appear.
    - **Broker** — Toggle ON to mark this as a broker contract.
4. Click **Create**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/zvQimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/zvQimage.png)

---

## How to Download a Broker Contract

1. Go to **Active Brokers** → open the broker's profile.
2. Click **Download Broker Contract** (or **Export Contract**).
3. Select which contract template to use.
4. The system generates a Word document with the broker's data filled in automatically.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/OFrimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/OFrimage.png)

---

## Broker Settings

Access via **Settings → Broker Settings**:

<table id="bkmrk-setting-description-"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**Broker Contract**</td><td>Upload the default contract file template.</td></tr><tr><td>**Can't Add Duplicated CIL**</td><td>When ON, prevents duplicate CILs from being added.</td></tr><tr><td>**Can't Add Duplicated CIL to the Same Broker CILs**</td><td>When ON, prevents the same broker from submitting a duplicate CIL.</td></tr><tr><td>**CIL Duplication Rejection Message**</td><td>Message shown when a CIL is rejected as duplicate (e.g., "This CIL is Rejected").</td></tr><tr><td>**CIL Duplication Acceptance Message**</td><td>Message shown when a CIL is accepted (e.g., "CIL Added Successfully").</td></tr><tr><td>**CIL Expiration Days**</td><td>Number of days before a CIL expires.</td></tr><tr><td>**Leads ID**</td><td>Default Lead ID assigned to broker leads.</td></tr><tr><td>**Block New Brokers By Default**</td><td>When ON, all new brokers go to Pending/Blocked tab automatically.</td></tr><tr><td>**Activity Todo Date (accept old date)**</td><td>When ON, allows setting past dates for activity todo dates.</td></tr><tr><td>**Start Contract Serial From**</td><td>The starting number for contract serial numbering.</td></tr></tbody></table>

# Broker Settings

##### Broker Settings

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/PH5image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/PH5image.png)

Access via **Settings → Broker Settings**:

<div class="overflow-x-auto w-full px-2 mb-6" id="bkmrk-setting-description-"><table class="min-w-full border-collapse text-sm leading-[1.7] whitespace-normal"><thead class="text-left"><tr><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">Setting</th><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">Description</th></tr></thead><tbody><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Broker Contract**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Upload the default contract file template.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Can't Add Duplicated CIL**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">When ON, prevents duplicate CILs from being added.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Can't Add Duplicated CIL to the Same Broker CILs**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">When ON, prevents the same broker from submitting a duplicate CIL.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**CIL Duplication Rejection Message**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Message shown when a CIL is rejected as duplicate (e.g., "This CIL is Rejected").</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**CIL Duplication Acceptance Message**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Message shown when a CIL is accepted (e.g., "CIL Added Successfully").</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**CIL Expiration Days**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Number of days before a CIL expires.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Leads ID**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Default Lead ID assigned to broker leads.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Block New Brokers By Default**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">When ON, all new brokers go to Pending/Blocked tab automatically.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Activity Todo Date (accept old date)**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">When ON, allows setting past dates for activity todo dates.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Start Contract Serial From**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">The starting number for contract serial numbering.</td></tr></tbody></table>

</div>