Active Brokers

Overview

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

Column	Description
Broker Name	The broker company name.
Authorized Name	The authorized representative's name.
Mobile	Contact number.
Indirect Sales	Which salesmen are assigned as indirect sales for this broker.
Total Agents	Number of broker agents under this company.
Creation Date	When this broker was added to the system.
Didn't Add Lead Since	How long since this broker submitted a lead — useful for identifying inactive brokers.
Actions	Options menu (···).

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

Action	Description
Block	Block the broker from submitting new leads or CILs.
Assign	Assign a salesman to this broker.
Share	Share broker information.
Copy Broker Registration URL	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.
Reset & Send New Credentials	Reset the broker's CRM login and send new credentials to their email.
Delete	Remove the broker from the system.
Export	Export the broker list.

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

Tab	Description
Broker Info	Full company details (ID, Type, Name, Authorized Name, CRN, Tax Card, Mobile, Email, Address).
Broker Agents	List of agents working under this company.
Analysis	Performance data for this broker.
Broker History	Log of all interactions and changes.
Broker Activities	Activities logged against this broker.

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

Click Add and choose:

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

Field	Required	Description
Broker	✅	Select the parent broker company.
Name	✅	Agent's full name.
Mobile	✅	Agent's mobile number.
ID	Optional	Agent's ID number.
Bank Account	Optional	Agent's bank account details.