Active Brokers

Overview
The Active Brokers tab shows all broker companies currently active in the system.
Brokers List
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 (···).
Available Actions
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.
Broker Profile
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.
How to Add a New Broker
Click Add and choose:
Add Broker (Company)
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.
Add Broker Agent
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.