# 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.

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## 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.

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## 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**.

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## 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)

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## 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)

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## 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>