# 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)

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## 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>

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## 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)

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## 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)

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## 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>