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.
Broker Request vs Broker Lead
 
Broker Request
Broker Lead
What it is
A property inquiry from a broker company for a specific unit
A regular lead referred by a broker
Fields
Different from standard lead fields — includes property requirements
Similar to standard lead fields
Lead ID
Uses a special static source called "Brokers" — the Lead ID only appears in Brokerage tabs, not in the standard Add Lead screen
Standard Lead ID
How to Add a Broker Request / Lead
Go to Brokerage Module → Add Broker Request / Lead.
Choose: As Broker Request or As Broker Lead.
Fill in the required fields:
Field
Required
Description
Brokerage Company
✅
Select the broker company.
Broker Agent
Optional
Select the agent within that company.
Assign To
✅
Assign to a salesman.
State
Optional
Select the lead state.
Leads ID
✅
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.
Upload Broker Lead
Works the same as the standard Upload Leads feature, with one additional required field:
Extra Field
Description
Broker Company ID
The ID of the broker company. Get this from the broker's profile in Active Brokers.
💡 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
Go to Setup → Fields Setup.
Click Add New.
Set Broker Request option to True.
Configure: Field Name, Data Type, Set as Unique if needed.
Save — the field will appear on the Broker Request form.